Mobileye robotaxi service by 2027: 100 cars to 17,000 fleet rollout

Intel majority-owned Mobileye says it will launch its own fully driverless robotaxi service in a major US city in 2027. The Mobileye robotaxi service will start with about 100 vehicles, then scale to roughly 17,000 vehicles over the following five years. The move marks a shift from supplier to operator. Mobileye’s EyeQ chips power advanced driver-assistance features in more than 230 million vehicles worldwide, but the 2027 plan will combine its Mobileye Drive autonomous stack with Moovit, a mobility-as-a-service platform acquired by its parent ecosystem. Moovit claims 1.7 billion users globally, providing an existing rider and fleet-management audience. CEO Prof. Amnon Shashua said the strategy is complementary to Mobileye’s current automaker partnerships, not a replacement. He also said prior client commitments would remain unchanged, positioning direct fleet operations as a way to gain “better operational learnings” while demonstrating the platform at larger scale. Mobileye’s entry intensifies the robotaxi arms race. The five-year 17,000-vehicle target is far larger than the initial 100-car rollout, but still smaller than current Waymo operations. Waymo, Tesla, Amazon-backed Zoox, and China’s Baidu Apollo Go are also expanding. Mobileye did not disclose the launch city. Market reaction: Mobileye shares (MBLY) rose roughly 4–6% in premarket trading. For investors, the key trade-off is economics vs. execution risk. Running a robotaxi fleet is capital-intensive and liability-heavy compared with licensing autonomous-driving tech.