Alphabet's self-driving company, Waymo, is importing thousands of electric vans from China's Zeekr brand, despite high tariffs. These vehicles, known as Waymo Ojai in the U.S. and CM1e in China, are being shipped through the Port of Los Angeles, with over 3,200 units imported since 2024. This import volume significantly exceeds market expectations and suggests a substantial expansion of Waymo's robotaxi fleet, even with the added cost of tariffs. AI
IMPACT Waymo's substantial import of Chinese EVs for its robotaxi fleet could accelerate autonomous vehicle deployment and challenge existing supply chain assumptions.
RANK_REASON Significant import volume of vehicles from a restricted country by a major tech company. [lever_c_demoted from significant: ic=1 ai=0.7]
- Alphabet
- BYD
- Geely Auto
- Hyundai Motor
- ImportGenius
- Jaguar I-Pace
- MoffettNathanson
- Tesla
- Volvo Cars
- Waymo
- Xiaomi
- Zeekr
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