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US Autos & Industrial Tech: 5 days in 5 minutes
研报英文原文证据摘录
US Autos & Industrial Tech: 5 days in 5 minutes
Goldman Sachs US Autos & Industrial Tech
2) Volvo Autonomous Solutions began autonomous freight operations for a
customer between Dallas and Houston using the Aurora Driver: Per a press release,
Volvo Autonomous Solutions (VAS), leveraging trucks integrated with the Aurora driver,
started autonomous transport services for AVI-SPL between Dallas and Houston. The
press release did not state if a safety monitor was present, or how many trucks were
operating. Recall VAS started autonomous transport services for DSV using the Aurora
driver on the same route with a safety monitor last month.
3) Uber announced several robotaxi updates: Per a press release, Uber, Lucid, and
Nuro announced Houston as the second market for their robotaxi program, with Nuro
already conducting on-road autonomous testing with a safety operator. The companies
expect to launch the service in Houston in mid-2027 exclusively on the Uber network,
with plans to expand to dozens of additional markets over the coming years. Recall the
companies announced the initial partnership in July 2025, and are planning to be driver
out this year on the Uber network in San Francisco.
Per another press release, Uber and WeRide announced plans to bring robotaxis to
Zurich, their second city in Europe. Public operations are expected to begin later this
year on the Uber network, with Rydera acting as the local fleet operator. The fleet will
scale progressively and in coordination with the authorities as performance milestones
are met, including the transition to fully driverless commercial services in core urban
areas, though a timeline was not provided in the release. Recall Uber and WeRide
announced plans to bring robotaxis to Madrid earlier this month.
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