Zoox is expanding its robotaxi footprint in the U.S., broadening testing and service to San Francisco, Las Vegas, Austin, and Miami as part of the widest U.S. push to date.

In Las Vegas, limited robotaxi service will operate with pick-up and drop-off zones at key venues, including Sphere, T-Mobile Arena, and Las Vegas Convention Center, with full public access planned for spring.

Zoox has previously offered free driverless rides in Las Vegas and parts of San Francisco, and by late March had carried about 350,000 riders with around 500,000 people on the waitlist.

Market sentiment on Tesla remains mixed to bearish, with the stock around mid-$370s and only about 44% of analysts bullish, reflecting skepticism about near-term autonomous leadership.

Amazon’s substantial ETF exposure could amplify near-term inflows or outflows, influencing short-term price moves.

Brokerage notes show Buy upgrades for Zoox-related initiatives from TD Cowen and Needham, with targets up to $300, while Wells Fargo maintains an overweight stance around $304.

Zoox still faces a major regulatory hurdle: a National Highway Traffic Safety Administration exemption needed to operate up to 2,500 self-driving cars commercially, alongside local authorizations.

Tesla’s autonomous rollout faces delays; a broader 2026 deployment is planned, but many operations still rely on human oversight as the system is refined.

Zoox currently operates without a safety driver, contrasting with Tesla’s ongoing removal of safety monitors in driverless testing as of early 2026.

The broader driverless mobility market continues to evolve with regulatory and tech developments shaping how deployments scale and how players position for growth.

Zoox awaits NHTSA approval to operate up to 2,500 self-driving cars on public roads for commercial use, with a 30-day public comment period that began in March.

CEO Aicha Evans emphasizes a long-haul approach, noting that widespread robotaxi deployment is not imminent and that safety and scale come first.