Shared autonomous mobility is gaining momentum across the United States, with commercial robotaxi services expanding from just three cities in December 2024 to 15 by September 2026. McKinsey’s Ani Kelkar, Martin Kellner, Philipp Kampshoff, Timo Möller, and coauthors find that this rapid expansion signals a shift from early deployments toward broader commercial scaling. The number of US cities offering autonomous vehicle (AV) services is forecast to reach 20 by the end of 2026. It could double again to approximately 40 by December 2027 if adoption continues at its current pace. As shared AVs scale, stakeholders could capture value through strategic moves, such as partnering across capabilities to scale faster and reduce capital intensity.
To read the article, see “From science fiction to reality: The next phase of shared autonomous mobility,” November 4, 2026.