Self-driving tech supplier Mobileye wants to be part of the robotaxi revolution — again
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- Mobileye plans to launch a robotaxi service in an unnamed U.S. city in 2027 with an initial fleet of 100 autonomous vehicles, expanding from autonomous-tech supplier to fleet operator.
- If successful, Mobileye said it will scale the fleet to approximately 17,000 robotaxis over the following five years.
- The new operating unit will use Mobileye's self-driving system and its owned transit app Moovit for the consumer-facing piece, and the company will manage the fleet directly.
- Mobileye will work with "AV-ready vehicle platform manufacturers" — a press release illustration shows what appears to be a modified Ora iQ electric crossover from Chinese automaker Great Wall Motors.
- Mobileye currently supplies its self-driving system to Volkswagen and its MOIA subsidiary, putting the new operator business in direct competition with companies it sells to.
- CEO Amnon Shashua called the new service "an extension" of existing partnerships and said the industry "has become increasingly dependent on a small number of technology providers," framing the move as complementary rather than competitive.
Why it matters: Mobileye's 2027 launch — backed by a 17,000-vehicle five-year scale-up target — puts the Intel subsidiary in direct competition with its own customers, including Volkswagen and MOIA. Shashua's "extension, not replacement" framing will be tested as Mobileye runs its own fleet alongside selling the same self-driving stack to rival operators.
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