Mobileye Expands Beyond AV Technology With Planned U.S. Robotaxi Service

Mobileye has long positioned itself as a supplier of autonomous driving technology to automakers. Now, the company is preparing to become a robotaxi operator as well.

The Intel-owned and publicly traded autonomous driving company announced Tuesday that it plans to launch its own robotaxi service in a U.S. city in 2027. While Mobileye has not disclosed which city will host the initial deployment, it confirmed that the service will begin with a fleet of 100 autonomous vehicles, introduced gradually throughout 2027.

If the rollout proves successful, Mobileye expects to expand the service significantly, targeting a fleet of approximately 17,000 robotaxis over the following five years.

“The robotaxi revolution is only beginning, and its ability to reshape transportation continues to grow,” Mobileye founder and CEO Amnon Shashua said in a statement. He added that the autonomous mobility industry has become increasingly reliant on a limited number of technology providers and business models.

Mobileye first gained industry recognition by supplying millions of computer vision chips used in vehicle safety systems and advanced driver-assistance technologies. The company later expanded into autonomous driving software and hardware, testing its systems in several cities worldwide. Today, Mobileye also provides its self-driving platform to Volkswagen and its mobility subsidiary, MOIA.

With the launch of its own commercial robotaxi operation, however, Mobileye is moving beyond its role as a technology supplier and into direct competition with some of the companies that use its autonomous driving platform.

The company’s robotaxi ambitions are not entirely new. Shashua has previously described fully autonomous privately owned passenger vehicles as the industry’s “Holy Grail,” while explaining that operating robotaxi fleets represents a necessary step toward achieving that long-term vision.

To support the initiative, Mobileye will establish a dedicated operating business that will manage the robotaxi service using its Mobileye Drive autonomous system. The company also plans to integrate Moovit, its transit and ride-hailing platform, as the customer-facing application for booking rides.

According to Mobileye, the new operation will complement rather than replace its existing supplier business. The company has not revealed which vehicle model will be used in the fleet, saying only that it will collaborate with “AV-ready vehicle platform manufacturers.” However, promotional material released alongside the announcement appears to feature a modified Ora iQ electric crossover produced by Chinese automaker Great Wall Motors.

“This initiative is not replacing our partnerships—it extends them,” Shashua said. “We remain committed to supporting automakers and mobility providers with Mobileye Drive while operating our own service to accelerate adoption, gain valuable operational experience, and demonstrate the full capabilities of autonomous transportation.”