AV robotaxi market boom Uber/Waymo/AMD
Key Questions
What is Goldman Sachs' forecast for the US AV robotaxi market?
Goldman Sachs projects $19B US AV robotaxi market in 2030, up from $7B, growing to global $415B by '35 and $2T ecosystem. This underscores the market boom.
Why has Uber stock fallen and what is its robotaxi bet?
Uber is down 25% from highs despite $10B bet on Rivian/Lucid hybrid, FCF $9.7B +42%, $210 PT. The robotaxi initiative could drive recovery.
What milestone did Waymo achieve in Nashville?
Waymo reached autonomous operations in Nashville covering 60 sq mi with a 3k fleet, 13x safer than human drivers. This marks a significant AV expansion.
How is AMD involved in AV infrastructure?
AMD embeds into AV infrastructure, contributing to +39% DC revenue. It supports the robotaxi market growth alongside Uber and Waymo.
What is the broader AV robotaxi ecosystem projection?
The AV robotaxi market is set for boom with $19B US by 2030, expanding to $415B global by 2035 and $2T ecosystem. Players like Uber, Waymo, and AMD are key.
GS $19B US 2030 AV robotaxi up from $7B global $415B'35 $2T ecosystem; Uber $10B bet Rivian/Lucid hybrid FCF $9.7B+42% $210PT down25% from highs; Waymo Nashville autonomous milestone 60sq mi/3k fleet 13x safer; AMD embeds AV infra +39% DC rev.