China's Robotaxi Fleet to Nearly Triple in 2026, Goldman Says

Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America’s highways through the 2030s, with a particular focus on “the impact of AI on profit pools.” In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China’s robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways. “We expect a strong ramp up of robotaxis in China, with the robotaxi fleet in…