Goldman has projected that China's robotaxi fleet will jump from 5,000 vehicles in 2025 to 14,000 in 2026, a 195% increase, underscoring the rapid acceleration of autonomous mobility in Asia. The AI competition between the U.S. and China is now extending beyond chips and data centers into autonomous vehicles and freight networks, with dual-use military implications flagged. Allen Chang's analysis shows the fleet will grow from 5,000 in 2025 to 14,000 in 2026, a 195% year-over-year rise, and that robotaxis could account for 36% of all ride-sharing vehicles by 2035. The report also projects robotrucks to expand from 8,000 in 2026 to 760,000 by 2035. International expansion is highlighted as a key revenue driver for Chinese companies such as WeRide , Pony AI , Baidu , and Didi . Chang noted that the forecast shows a strong ramp-up, with commercialization speeding up and several players achieving city-level break-even. Mark Delaney, leading the U.S. robotaxi market report, said the market is set to top $19 billion by 2030, up from a prior $7 billion estimate, and to reach $48 billion by 2035.