Robotaxis Are Forecast to Become a $400 Billion Market in 2035
u/Guy_PCS ·
Reddit — r/stocks
· May 02, 2026 at 00:58
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* The global robotaxi market is projected to reach approximately $415 billion in 2035, with the US portion alone estimated at $48 billion, per Goldman Sachs Research.
* Autonomous trucking is expected to become cheaper per mile than human-driven trucks in 2028 in the US, with the global AV trucking market potentially reaching $560 billion in 2035.
* The global commercial AV robotaxi fleet is forecast to grow from roughly 7,000 vehicles last year to about 6 million in 2035.
* Revenue specifically tied to AI technology, including virtual driver software and consumer autonomy subscriptions, is estimated to increase to $300 billion in 2035.