Mobileye said Tuesday that it plans to launch its own autonomous ride-hailing service in the U.S. in 2027, marking a shift from its role as a supplier of self-driving technology to automakers and mobility companies.
The plans mark a shift from Mobileye's role as a supplier of self-driving technology to other automakers and mobility companies
Bloomberg / Getty Images
Mobileye said Tuesday that it plans to launch its own autonomous ride-hailing service in the U.S. in 2027, marking a shift from its role as a supplier of self-driving technology to automakers and mobility companies.
Plans call for an initial deployment of about 100 vehicles into a large U.S. city, with rollout continuing in stages across 2027 under fully driverless conditions. Over the five years after that initial launch period, the company aims to grow the fleet to around 17,000 vehicles.
The new business will combine Mobileye's self-driving system, known as Mobileye Drive, with the mobility platform of its Moovit subsidiary, which serves more than 1.7 billion users across more than 3,500 cities in 112 countries. The integrated offering will also incorporate fleet management, AV mission control, and teleoperation infrastructure, the company said.
Mobileye founder and CEO Amnon Shashua said this move is meant to complement, not replace, the company’s current supplier relationships. "This initiative is not a replacement for our existing partnerships; it is an extension of them," Shashua said in a statement. "We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive."
By entering the robotaxi market, Mobileye now finds itself competing against certain automakers and mobility companies that rely on its technology, according to CNBC. The company's shares jumped roughly 6% on the news.
The company said it views operating its own service as a way to accelerate deployment, generate operational experience, and demonstrate the capabilities of Mobileye Drive at scale. Mobileye said it plans to share additional commercial and operational details at a Capital Markets Day in the U.S. before the end of 2026.
This announcement comes as competition in the robotaxi industry is increasing. Waymo, the self-driving unit of Google $GOOGL’s parent company Alphabet, already offers commercial driverless rides in cities like Phoenix, San Francisco, and Austin. Tesla $TSLA started a limited robotaxi service in Austin in 2025, and Lyft $LYFT is getting ready to launch robotaxis in Atlanta with May Mobility. The Trump administration has also made it easier for automakers to deploy vehicles without standard controls like steering wheels and brake pedals, saying this change removes barriers to autonomous vehicle deployment.
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