Waymo is scaling fast. Here’s what the fleet data shows.
Waymo is scaling fast. Here’s what the fleet data shows.
Waymo 正在快速扩张，车队数据揭示了什么？
Waymo’s commercial robotaxi ramp-up looks expansive, both in geographic reach and in ridership. And by almost every measure, it is — until you pay attention to where the bulk of those robotaxis are actually showing up. The numbers over the past two years reflect the kind of commercial rollout you’d expect from a deep-pocketed company like Waymo, which spun out of Google and still counts Alphabet as its majority owner.
Waymo 的自动驾驶出租车（Robotaxi）商业化扩张看起来规模宏大，无论是在地理覆盖范围还是乘客数量上都是如此。从几乎所有指标来看确实如此——直到你注意到这些自动驾驶出租车实际上主要集中在哪些地区。过去两年的数据反映了像 Waymo 这样财力雄厚的公司所应有的商业推广节奏；该公司从谷歌拆分出来，目前仍由 Alphabet 持有多数股权。
In September 2024, Waymo was operating in just three cities — Phoenix, Los Angeles, and San Francisco. Today, it offers robotaxi service in 15 U.S. cities, with most of those commercial launches occurring in the past year. Ridership has skyrocketed, too with Waymo now averaging 500,000 paid robotaxi rides every week. But a closer look at its fleet shows a company concentrating its efforts in just two states.
2024 年 9 月，Waymo 仅在三个城市运营：凤凰城、洛杉矶和旧金山。如今，它已在美国 15 个城市提供自动驾驶出租车服务，其中大部分商业化落地发生在过去一年内。乘客数量也呈爆炸式增长，Waymo 目前每周平均完成 50 万次付费乘车。但仔细观察其车队会发现，该公司正将精力集中在仅有的两个州。
About 80% of Waymo’s roughly 4,000 robotaxis are in California and Texas, and Texas is where the action is now: Waymo’s fleet there has grown by nearly half in the past three weeks, fueled by a new Chinese-built minivan the company is betting will help it scale, even as tariffs drive up its costs. The other 800 or so vehicles are spread across cities in other states, including Arizona and Florida, another burgeoning hotspot. Most are the familiar white Jaguar I-Pace electric SUVs, but a growing share are that new minivan — a modified Zeekr RT that Waymo has branded “Ojai.”
Waymo 约 4,000 辆自动驾驶出租车中，约 80% 位于加利福尼亚州和德克萨斯州，而德州目前是其扩张的重心：在过去三周内，Waymo 在该州的车队规模增长了近一半。这主要得益于一款中国制造的新型小型货车，Waymo 押注这款车型将助力其实现规模化，尽管关税推高了成本。其余约 800 辆车分布在其他州的城市，包括亚利桑那州和另一个新兴热点地区佛罗里达州。其中大部分是人们熟悉的白色捷豹 I-Pace 电动 SUV，但越来越多的比例是那种新型小型货车——即 Waymo 命名为“Ojai”的改装版极氪（Zeekr）RT。
Waymo’s focus on California is no surprise. It is headquartered in Silicon Valley, and much of its early testing and development work was conducted there. Plus, a segment of the population there is inclined to adopt tech at its earliest stages. The recent growth in Texas is more interesting. Waymo has increased its Texas fleet by 49% in the past three weeks, according to state vehicle registrations and data from the Texas Autonomous Vehicle Fleet Tracker. As of September 24, Waymo had 1,102 autonomous vehicles registered in the state.
Waymo 专注于加州并不令人意外。其总部位于硅谷，早期的许多测试和开发工作都在那里进行。此外，当地部分人群倾向于在早期阶段就采用新技术。德州近期的增长则更有趣。根据州车辆登记记录和“德州自动驾驶车队追踪器”（Texas Autonomous Vehicle Fleet Tracker）的数据，Waymo 在过去三周内将其德州车队规模扩大了 49%。截至 9 月 24 日，Waymo 在该州注册的自动驾驶车辆已达 1,102 辆。
Waymo first launched in commercial service in Austin through a partnership with Uber in March 2025, letting riders hail its robotaxis through the Uber app. Since then, the company has expanded its robotaxi services in Dallas, Houston, and San Antonio. Waymo’s Texas fleet remained relatively static for most of the summer, inching up from about 600 vehicles in June to more than 700 by the end of August. Then came September, when the fleet surged, driven by an influx of new Ojai minivans, which now make up about a third of Waymo’s Texas fleet.
Waymo 于 2025 年 3 月通过与 Uber 的合作在奥斯汀首次推出商业服务，允许乘客通过 Uber 应用程序呼叫其自动驾驶出租车。此后，该公司将自动驾驶出租车服务扩展到了达拉斯、休斯顿和圣安东尼奥。Waymo 的德州车队在整个夏季大部分时间里保持相对稳定，从 6 月的约 600 辆缓慢增加到 8 月底的 700 多辆。随后到了 9 月，随着大量新款 Ojai 小型货车的涌入，车队规模激增，目前这些车型已占到 Waymo 德州车队的三分之一左右。
Expect that share to grow. The Ojai robotaxi, equipped with Waymo’s sixth-generation self-driving system, is supposed to help Waymo reach mass scale. Its interior is built to withstand heavy use, and it comes with an upgraded rider interface and Google’s Gemini AI, which acts as an in-car assistant for riders. Strip away that technology, though, and the Ojai is a minivan made by Zeekr, a brand owned by China’s Geely Holding Group (which also owns Volvo). The Ojai is built on Zeekr’s SEA-M platform, a shared vehicle platform designed for uses like robotaxis and delivery vans.
预计这一比例还会继续增长。配备 Waymo 第六代自动驾驶系统的 Ojai 自动驾驶出租车旨在帮助 Waymo 实现大规模扩张。其内饰专为高强度使用而设计，并配备了升级后的乘客界面和谷歌的 Gemini AI，后者可作为乘客的车载助手。然而，剥离这些技术后，Ojai 本质上是由极氪（Zeekr）制造的小型货车，该品牌隶属于中国的吉利控股集团（同时也是沃尔沃的母公司）。Ojai 基于极氪的 SEA-M 平台打造，这是一个专为自动驾驶出租车和物流货车等用途设计的共享车辆平台。
The base Zeekr vehicles are shipped to the U.S. without any Chinese connected-car technology on board. Once they arrive, the vehicles are sent to Waymo’s Arizona factory, where they are outfitted with Waymo’s self-driving system. The Ojai is supposed to drive down costs and ultimately help Waymo reach profitability. For now, though, tariffs are cutting any savings. Under current U.S. trade policy, vehicles built in China face steep import tariffs, raising Waymo’s costs for every Ojai it brings into the country.
基础款极氪车辆在运往美国时，不搭载任何中国的车联网技术。车辆抵达后，会被送往 Waymo 的亚利桑那州工厂，在那里加装 Waymo 的自动驾驶系统。Ojai 本应降低成本并最终帮助 Waymo 实现盈利。然而目前，关税抵消了所有节省下来的成本。根据美国现行贸易政策，中国制造的车辆面临高额进口关税，这增加了 Waymo 每引进一辆 Ojai 的成本。
Waymo appears willing to absorb that cost. New York-based research firm MoffettNathanson, which tracks Ojai imports using detailed shipping records, said in its September report that Waymo is on track to bring 5,100 of the vehicles into the U.S. by the end of the year. Where will all those Ojai vehicles go? Texas is certainly on the list. But Florida, where Waymo operates in three cities, and newer markets like Las Vegas will likely see an influx as well.
Waymo 似乎愿意承担这一成本。总部位于纽约的研究公司 MoffettNathanson 通过详细的航运记录追踪 Ojai 的进口情况，其 9 月份的报告显示，Waymo 有望在今年年底前将 5,100 辆该车型引入美国。所有这些 Ojai 车辆将去向何处？德州肯定在名单之列。但 Waymo 在三个城市开展业务的佛罗里达州，以及像拉斯维加斯这样的新兴市场，也可能会迎来这些车辆的涌入。