Waymo appears to have imported 3,200 Zeekr vans despite steep tariffs
Shipping records reveal a vehicle pipeline that could substantially expand Waymo's fleet as its co-CEOs push into dozens of cities.
By Ryan Merket · Published
Primary source: Forbes
Why it matters
Waymo's scaling constraint has moved into vehicle supply and factory throughput. Zeekr can provide capacity now, while Hyundai offers a U.S.-built route for later expansion, but tariffs and connected-vehicle rules complicate the economics.
Waymo (@Waymo) appears to have imported at least 3,200 Zeekr-built electric vans through the Port of Los Angeles since 2024, giving co-CEOs Dmitri Dolgov and Tekedra Mawakana a much larger vehicle pipeline than Waymo has publicly put into service.…
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.