Mobileye Global, the autonomous driving company majority-owned by Intel, announced plans to launch its own fully driverless robotaxi service in a major US city starting in 2027. The company isn’t just building the brains for self-driving cars anymore. It wants to run the whole operation.
The initial rollout will feature roughly 100 vehicles, with plans to scale the fleet to approximately 17,000 over the following five years. Shares of Mobileye (MBLY) climbed 4-6% in premarket trading on the news.
From supplier to operator
Mobileye’s EyeQ chips sit inside over 230 million vehicles worldwide, feeding advanced driver-assistance features to automakers. Partnerships with Volkswagen and a previous collaboration with Lyft kept Mobileye firmly in the technology supplier role.
The 2027 robotaxi service will combine Mobileye Drive, the company’s proprietary autonomous driving stack, with Moovit, the mobility-as-a-service platform that Mobileye’s parent ecosystem acquired. Moovit claims 1.7 billion users globally, giving the robotaxi venture a built-in audience for rider services and fleet management.
