Waymo (Alphabet)

Operates Waymo, the largest commercial robotaxi service in the U.S.

Baidu Apollo

Runs Apollo Go, China's largest robotaxi fleet across 10+ cities.

Tesla Robotaxi

Developing the Cybercab robotaxi and unsupervised FSD for its existing fleet.

Pony.ai

Deploys L4 robotaxis in Beijing, Shanghai, Shenzhen, and Guangzhou.

Zoox (Amazon)

Building Zoox, a purpose-built bidirectional robotaxi with no steering wheel.

Cruise (GM)

Restructuring Cruise from public robotaxis toward supervised autonomy in GM vehicles.

Uber

Partnering with Waymo and Aurora to deploy robotaxis on its rideshare network.

DiDi

Testing driverless vehicles in Shanghai to integrate AVs into its rideshare fleet.

Tesla FSD

Deploys vision-only FSD across 6M+ vehicles with the largest real-world driving dataset.

Mobileye

Supplies ADAS vision chips to 50+ automakers, powering 150M+ vehicles worldwide.

Intel (Mobileye parent)

Parent of Mobileye, providing manufacturing and strategic resources for ADAS development.

XPeng

Offers XNGP, one of China's most advanced city-level autonomous navigation systems.

NIO

Develops the NAD system with highway and city navigation for its premium EV lineup.

Li Auto

Deploys NOA across its SUV lineup, making city-level autonomy standard on all models.

BYD

Democratizing ADAS through in-house development and partnerships with Huawei and Momenta.

Lucid

Ships DreamDrive with 32 sensors including lidar, exploring robotaxi licensing.

Aurora

Building the Aurora Driver for autonomous trucking on U.S. freight corridors with PACCAR.

Waymo (Alphabet)

Expanding Waymo Via for autonomous freight and last-mile delivery applications.

WeRide

Deploying L4 autonomy across minibuses, street sweepers, and logistics vehicles in 30+ cities.

Tesla Semi

Building the Semi with full FSD hardware: positioned to enter autonomous freight with its vision-based self-driving stack.

Tesla FSD

Designs custom FSD chips and inference hardware in-house, paired with its own vision-only software stack.

NVIDIA

Designs the DRIVE Orin and Thor chips: the dominant high-performance compute for AV stacks.

Mobileye

Supplies EyeQ vision processors to 50+ automakers, powering 150M+ vehicles with ADAS.

Qualcomm

Develops Snapdragon Ride SoCs combining ADAS, cockpit, and connectivity on a single chip.

Luminar

Ships Iris lidar for highway-speed autonomy in Volvo, Mercedes, and Polestar production vehicles.

Hesai

China's largest lidar maker, shipping AT128 and FT120 sensors to robotaxi fleets and automakers.

Aptiv

Tier-1 supplier providing wiring, radar, cameras, and ADAS integration to global OEMs.

Continental

Manufactures automotive radar, cameras, and ADAS ECUs at scale for dozens of OEMs worldwide.

Intel (Mobileye parent)

Parent of Mobileye, providing foundry and strategic resources for autonomous driving silicon.