Mobileye plans to launch its own autonomous ride-hailing service in a U.S. city in 2027, beginning with a fleet of about 100 vehicles and scaling to roughly 17,000 within five years. The move marks a shift for the company, which has so far supplied its Mobileye Drive self-driving system to automakers and mobility operators rather than operating services itself. Mobileye said this week it will combine Mobileye Drive with fleet operations, rider services, and mobility management into a single vertically integrated business, while continuing to support its existing customer deployments.
Highlights
- Mobileye plans an initial fleet of about 100 vehicles for a major U.S. metropolitan market, with deployment phased across 2027 to validate the model under fully driverless conditions.
- The company targets approximately 17,000 vehicles over the following five years once the initial fleet is operating.
- The new business pairs Mobileye Drive with Moovit’s mobility platform, consumer apps, AV mission control, fleet management, and teleoperation integration.
- Mobileye reports more than 230 million vehicles built with its technology through 2025; Moovit serves more than 1.7 billion users across over 3,500 cities.
From Technology Supplier to Service Operator
Today, Mobileye Drive operates as a standalone self-driving system integrated into partner programs. Under the new initiative, the company will extend its role across the entire robotaxi value chain, pairing Mobileye Drive with its Moovit subsidiary’s mobility platform and consumer applications, multimodal trip planning, AV mission control, fleet-management technology, and teleoperation infrastructure.
The company framed direct operations as complementary to, not a replacement for, supplying its self-driving system to automakers and mobility operators. Mobileye said it expects its customer-driven and directly operated robotaxi programs to advance in parallel, and that the new effort can speed deployment and generate operational learnings while demonstrating the platform at scale.
“This initiative is not a replacement for our existing partnerships; it is an extension of them,” said Prof. Amnon Shashua, founder and chief executive officer of Mobileye. “We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility.”
A Phased U.S. Launch
Mobileye plans to prepare an initial fleet of about 100 vehicles for a major U.S. metropolitan market beginning in 2027, with deployment phased across the year to validate the operating model under fully driverless conditions. The company says that, following successful operation of that fleet, it intends to scale substantially toward approximately 17,000 vehicles over the following five years.
“The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase,” said Shashua. “As interest in autonomous mobility accelerates, the industry has become increasingly dependent on a small number of technology providers and business models. We believe there is an opportunity for a new approach—one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem.”
Building the End-to-End Platform
To complete the platform, Mobileye said it will work with AV-ready vehicle platform manufacturers, fleet operators, vehicle integration partners, and technology suppliers, allowing it to own and operate ride-hailing services under a unified business division. Mobileye Drive draws on the company’s work in computer vision, mapping, sensing, and autonomous driving, using what Mobileye calls Compound AI approaches that blend multiple AI techniques within an engineered architecture. The company reports that more than 230 million vehicles worldwide have been built with its technology through 2025.
The initiative also builds on Moovit’s role in helping riders plan and use transportation in dense urban settings. Mobileye reports that Moovit’s platform serves more than 1.7 billion users across more than 3,500 cities in 112 countries and 45 languages, a base the company positions as a foundation for scaling autonomous mobility.
Shashua said the company will share more at an upcoming Capital Markets Day. “Mobileye has spent more than two decades building the technologies required for autonomous driving. Today we are taking the next step: combining those technologies with operational ownership to create a financially and geographically scalable robotaxi business designed from the ground up for global deployment. We look forward to sharing additional commercialization, technological, and operational details at a Capital Markets Day planned to take place in the US prior to 2026 year-end.”
Sign up for our weekly emails to stay up to date on the latest news!
