Google's tech division, Waymo, is determined to keep its lead in the robotaxi rollout, staying ahead of competitors like Tesla and Uber.

Uber Technologies is committing more than $10 billion to autonomous vehicles, marking a major shift from its traditional asset-light business model as it prepares for a future shaped by robotaxis.

As Tesla nears 10 billion miles of Full Self-Driving travel, Morgan Stanley issued a largely positive research note, though with some cautionary points.

A major outage involving self-driving cars operated by Baidu has disrupted traffic in the Chinese city of Wuhan, after a “system failure” caused dozens of robotaxis to suddenly stop in the middle of roads.

Rivian Automotive (NASDAQ:RIVN) shares rose as much as 10% Thursday morning before paring gains to 4% following an announcement that Uber Technologies (NYSE:UBER) will invest up to $1.25 billion in the electric vehicle maker through 2031 as part of a robotaxi partnership.

Uber will invest up to $1.25 billion in electric vehicle maker Rivian as part of a major robotaxi partnership, the companies announced Thursday. The ride-hailing giant plans to deploy 10,000 fully autonomous Rivian R2 SUVs on its platform starting in 2028, with the option to purchase 40,000 more from 2030.

Tesla’s plans to roll out an unsupervised robotaxi fleet are expected to be the main driver of its share performance in 2026, according to Morgan Stanley.

New York Governor Kathy Hochul has pulled back a proposal to permit commercial robotaxi services outside New York City, announcing the decision on Thursday due to a lack of legislative support.