Chapter 2 · EV06

CAM Deployment Fact Pack

Date collected: 26 May 2026

Summary

Waymo ~2,500 vehicles across five US cities, 450,000 weekly rides by December 2025; China 20+ cities in L4 trials, Europe lagging deployment but not governance

Waymo (most complete public data)

Fleet size (late 2025): ~2,500 vehicles across 5 US cities

San Francisco: 800–1,000 vehicles
Los Angeles: ~700
Phoenix: ~500 (315 sq miles service area — largest in US)
Austin: ~200 (launched March 2025)
Atlanta: ~100 (launched June 2025)

Rides:

2024: 4 million fully driverless rides
2025: 14 million trips (3× the prior year)
Weekly rides: 450,000/week by December 2025 (up from 10,000/week in May 2023 — a 25-fold increase in under 2 years)
Now averaging 1 million rides per month
Lifetime total: 20 million+ by end of 2025

Miles:

200 million+ autonomous miles on public roads (total)
96 million “rider-only” miles (no safety driver) through June 2025
25 million miles in 2024 alone
1 million+ autonomous freeway miles

Geography expansion (Bay Area):

Service area grew ~5× in 2025 — from ~55 sq miles to 260+ sq miles

Revenue:

2022: $2 million
2024: $125 million
Projected 2027: $1.3+ billion

Global context:

China: 20+ cities with active L4 autonomy trials (Beijing, Shanghai, Shenzhen, Guangzhou)
Globally ~1,400+ AVs being tested across US states (Michigan, Arizona, Texas, California leading)
Aurora Innovation operating autonomous trucks commercially (Texas I-45 corridor)

Key framing for Ch.2 section 2.2

The deployment picture is heavily US-dominated for passenger services (Waymo) and China-dominated for scale of permitted testing environments. Europe (including London) lags on commercial deployment but not on governance scaffolding. This asymmetry is important: governance readiness and deployment scale are on different trajectories in different jurisdictions.

Cite as: Waymo 2025 Year in Review blog; The Driverless Digest Waymo Stats 2025; LBNL/various

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