Waymo Operates 250 Robotaxis vs Tesla’s 50 in Austin, Broadcom Sees $22.13B Q2 AI Revenue
GOOG•Tesla expanded its unsupervised robotaxi service across the Austin Metro with roughly 50 vehicles, while Alphabet’s Waymo operates over 250 in the same region, highlighting Waymo’s lead in autonomous ride-hailing. Meanwhile, Broadcom forecasts Q2 revenue of $22.13B with $2.39 adjusted EPS, driven by hyperscaler AI spending that includes Google among its major customers.
1. Waymo’s Austin Fleet Lead
Alphabet’s Waymo deploys over 250 robotaxis in the Austin Metro area, outpacing Tesla’s roughly 50 unsupervised vehicles. This scale underscores Waymo’s operational edge as autonomous ride-hailing competition intensifies.
2. Tesla’s Unsupervised Robotaxi Expansion
Tesla expanded its full self-driving-based robotaxi service citywide, aiming to accelerate its AI-driven mobility strategy. Customers report wait times over 30 minutes, highlighting early-stage capacity constraints.
3. Broadcom’s AI Chip Demand and Google
Broadcom projects Q2 revenue of $22.13 billion with $2.39 adjusted EPS, driven by hyperscaler AI spending that includes Google among major customers. Rising demand for custom AI chips could influence Google’s data center hardware expenses.
