KEDI U.S. Robotaxi Index

A San Francisco Superior Court hearing on summary-adjudication motions in Lyft's California driver-classification litigation is scheduled for August 31, 2026.

Third-party earnings calendars now show conflicting estimated Baidu Q2 2026 reporting dates of August 19 and August 26, while Baidu had not officially announced a date as of July 28.

Baidu's July 27 EGM notice scheduled an August 26 shareholder vote on mandates, a 2026 share incentive plan and articles amendments required to prepare for its Hong Kong dual-primary listing conversion.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Pony.ai is scheduled to report unaudited second-quarter and interim 2026 financial results before the U.S. market opens on August 18, 2026.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

WeRide is scheduled to release unaudited second-quarter and first-half 2026 financial results before the U.S. market opens on August 12, 2026.

Lyft is scheduled to release its second-quarter 2026 financial results after market close on August 6, 2026, followed by a conference call.

Aeva Technologies is scheduled to report second-quarter 2026 financial results after the market closes on August 5, 2026.

Uber is scheduled to report second-quarter 2026 results on August 5, 2026, with analysts estimating EPS of approximately $0.83.

Aptiv is scheduled to release second-quarter 2026 financial results before market open on August 4, 2026 and hold an investor call at 8:00 a.m. ET.

Grab plans to announce unaudited second-quarter 2026 results after the U.S. market closes on August 3, 2026.

Amazon Leo's FCC waiver takes effect at the July 30, 2026 interim deployment milestone, with later-deployed satellites temporarily losing spectrum-coordination priority until the waiver condition is satisfied.

Amazon is scheduled to hold its second-quarter 2026 financial-results conference call on July 30, 2026.

Amazon Leo filed an FCC application for a direct-to-device constellation of up to 5,105 satellites, with deployment planned to begin in 2028.

Piper Sandler upgraded Mobileye to Overweight from Neutral and raised its price target to $12 from $10, citing its assessment of the company’s robotaxi strategy following second-quarter results.

NVIDIA announced a long-term partnership and investment in Safe Superintelligence Inc. that provides SSI access to Vera Rubin systems and is intended to expand its compute capacity by an order of magnitude.

NVIDIA further expanded its Agent Toolkit with re-architected PhysicsNeMo and updated CUDA-X libraries for autonomous engineering and semiconductor-design workflows.

AWS made Anthropic's Claude Opus 5 available through Amazon Bedrock and the Claude Platform on AWS.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

Waymo notified Uber that it plans to launch rides through its own app in Austin and Atlanta in January 2028, when the current contract permits, while Uber said the existing deployment would continue alongside it.

Aptiv disclosed that its camera-only Advanced Occupancy Classification system is in preliminary production with a global OEM, with full ramp-up scheduled for 2027.

The European Commission fined Google €890 million for Digital Markets Act breaches involving Google Search self-preferencing and Google Play anti-steering restrictions.

Bleecker Street Research published a short report on Lyft citing potential exposure from rideshare sexual-assault litigation, and Lyft shares fell about 7% that day.

Mobileye said MOIA had begun public passenger testing in Hamburg using its self-driving system while Mobileye advanced vendor sourcing and Moovit product work for its planned owned robotaxi service.

Mobileye reported Q2 2026 revenue of $508 million and adjusted diluted EPS of $0.19, while raising its full-year revenue outlook midpoint by $20 million to a $1.970-$2.020 billion range.

Founder Amnon Shashua informed Mobileye’s board that he intends to step down as CEO when a successor is appointed, triggering a board-led CEO search.

Mobileye released its second-quarter 2026 results before market open on July 23, reporting $508 million of revenue, $0.19 adjusted diluted EPS, and higher full-year revenue guidance.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

Taiwan’s Fair Trade Commission extended its review of Grab’s proposed acquisition of foodpanda Taiwan by 60 working days to October 27, 2026.

Alphabet raised its 2026 capital-expenditure outlook to $195 billion-$205 billion while reporting second-quarter results.

Tesla said it began Cybercab production at Gigafactory Texas during Q2 2026, marking the start of a production ramp for its purpose-built autonomous vehicle.

Tesla said it was securing debt facilities that would provide up to $30 billion of borrowing capacity to accelerate its AI, robotaxi, Optimus, semiconductor and solar investments.

Tesla's Q2 2026 filing showed that a $1.005 billion unrealized gain on its SpaceX equity investment supported reported profit, while operating income fell 57% to $398 million and free cash flow was negative $1.09 billion.

Grab agreed, conditional on regulatory approval of its foodpanda Taiwan acquisition, to implement four delivery-partner commitments requested by 18 Taiwanese labor unions.

Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber to provide more efficient AI-agent and cybersecurity capabilities.

A federal judge preliminarily enjoined New York City from enforcing Local Law 52, preserving Lyft's existing driver-deactivation framework while the litigation proceeds.

Mobileye’s Q2 update characterized the previously announced Stellantis Cloud-Enhanced ADAS award as high-volume, with gross profit per unit roughly equal to Surround ADAS and more than double current average base-ADAS profitability.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

Pony.ai announced a strategic agreement with JD Auto Service to build standardized maintenance and spare-parts support for autonomous-vehicle fleets.

A U.S. district court preliminarily enjoined New York City from enforcing Local Law 52, which would have imposed just-cause, notice, and reinstatement requirements on Uber’s driver deactivations.