Home / Intelligent Vehicles
Market
Autonomous driving systems, and the electric vehicles and freight platforms they run on.
Robotaxi fleets, self-driving trucks, EV autonomy programs, driving software, delivery robots, sensors, driver-assistance suppliers and simulation tools. 67 companies are tracked. A Commerce Department rule on connected-vehicle technology reaches some programs, and each company page states the basis.
Market snapshot
Notes
IEA states sales "exceed 20 million in 2025". The value recorded is that stated threshold, not an exact count. IEA's 23 million figure for 2026 is a forecast and is not recorded.
Notes
IEA: "one-quarter of all new cars sold were electric" in 2025. Rounded as stated.
Notes
IEA: electric car sales "grew by 20% globally" in 2025 versus 2024.
Each figure is a separate measurement with its own period and geography. Different metrics, periods and regions are not directly comparable.
Categories
Eight ways to drive without a driver, one hub.
A robotaxi, a 40-ton autonomous truck, and a sidewalk delivery robot have little in common except that they're all electric, all autonomous, and all wheeled. Each sub-category below answers to different buyers and different rules — pick one to jump straight to its companies.
Video
See them on the road.
Official manufacturer material across robotaxi, freight, delivery, and the software stack underneath.
Companies
All 67 companies tracked in Intelligent Vehicles
Companies are grouped by category. Filter by presence label to narrow the list.
No tracked companies match that filter.
Recent news & updates
-
Sep 17, 2026
ProductWaymo Waypoint blog
- Sep 14, 2026
- Sep 14, 2026
- Sep 10, 2026
- Sep 10, 2026
-
Sep 5, 2026
Status confirmedwaymo.com — fleet operations page, checked Sept 5
-
Sep 4, 2026
Status confirmedzoox.com — company overview page
-
Sep 3, 2026
New companyAdded to the tracker — category and HQ confirmed at intake
Frequently asked questions
Which regulations affect companies in this market?
Two separate U.S. mechanisms apply to some companies here. The Commerce Department's connected-vehicle rule (a Bureau of Industry and Security ICTS rule, 90 Fed. Reg. 5,360) reaches Chinese- and Russian-linked connected-vehicle software starting with 2027 model years and hardware starting with 2030. Two lidar makers, Hesai and RoboSense, are covered through the Pentagon's 1260H list of Chinese military-linked companies and an active security review. Each company page cites the basis where one applies.
Is robotaxi service actually running, or still mostly pilots?
It's running commercially in multiple U.S. metros today — Waymo carries paying riders in several cities with no safety driver, and Zoox has moved from testing into limited public service. Aurora and Kodiak are running supervised commercial freight lanes in Texas. It's real revenue, not just demos, but still far short of nationwide scale.
Why are 40-ton autonomous trucks and sidewalk delivery robots on the same page?
Scope here is "autonomous + electric" wheeled ground transport, regardless of size — a robotaxi, a freight truck, and a delivery robot all sit on that same axis, even though the vehicles themselves have almost nothing in common. It's the same logic that groups a camera drone with a jet-powered interceptor on the Aerial hub: different buyers, same underlying technology and policy questions.
What's explicitly not included here?
Conventional automakers with no meaningful self-driving or EV program, and consumer EV charging-infrastructure companies — both are adjacent markets that would dilute the autonomous-plus-electric focus this hub is built around. An EV OEM only appears here if it has a named autonomy or ADAS program of its own.
How current are the status labels on this page?
Less current than the rest of the site, by design disclosure: this hub launched from a preliminary research pass rather than the company-by-company verification the methodology page promises elsewhere. Treat every label here as a working draft until it's been independently confirmed.