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Waymo Dominates Texas AV Registrations with 577 Units vs Tesla's 42

Waymo leads Texas robotaxi registrations with 577 autonomous vehicles as of May 28, 2026, far ahead of Tesla's 42. This follows earlier reports highlighting Waymo's operations across 10 cities and a $16 billion funding round valuing it at $126 billion. Tesla maintains a live robotaxi service in Houston, Dallas, and Austin but shows a smaller registered fleet despite projected Cybercab cost advantages under $30,000. The new Texas transparency law provides the first clear view of AV fleet scale, including self-driving trucks from Aurora and others. Markets may interpret the data as reinforcing Waymo's near-term operational edge while underscoring Tesla's manufacturing ambitions.

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Market commentary

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