GAC Group vs Waymo: Autonomous vehicles & driving compared

November 2026 edition · assessment by Frontier Tech Intelligence

Waymo ranks 7 on the Robotics 100 with a score of 94; GAC Group ranks 34 with 85. GAC Group is ahead on production and commercials. Waymo is ahead on technology, positioning and leverage. Level on deployment, progress and firepower. GAC Group is based in Guangzhou, China, Waymo in Mountain View, United States. GAC Group: Established. Waymo: Private, founded 2016. GAC Group is named in 23 signals and Waymo in 331.

GAC Group →

Guangzhou, Guangdong, China · Robotics · Systems / Autonomous vehicles & driving · Established · gac.com.cn

GAC develops and mass-produces the GAC Gen-7 robotaxi for autonomous-driving and robotaxi fleet deployments.

Robotics 100 · rank 34 · score 85Humanoids 100 · rank 66 · score 61

Scores, Robotics (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology6
Positioning8
Firepower10
Leverage6

Darker bar: ahead of the other company on that measure.

Positioning

GAC Group (Guangzhou Automobile Group) is a large state-owned Chinese automaker whose EV subsidiary GAC AION is a lead OEM partner in China's robotaxi push and which also develops the in-house GoMate humanoid robot. On robotaxi it runs a 50/50 JV with DiDi Autonomous Driving (Guangzhou Andi Technology) that delivered the mass-produced R2 robotaxi at the GAC AION plant on Jan-23-2026 and secured road-test permits in Guangzhou and Beijing, and it also supplies Pony.ai's Gen-7 platform. Its distinguishing point is scaled automotive manufacturing feeding L4 robotaxi programs; the open question is whether these move from pilots/road tests to profitable commercial fleets.

Latest signals

  • HighGreat completes over 800 million RMB financing in first three quarters of 202636Kr newsflashes
  • GoMate combines four-wheel and two-wheel mobility in a 38-DOF humanoid platform.humanoid.guide
  • GoMate uses high-torque axial-flux motors and multimodal perception for mobile operation.humanoid.guide

23 signals name GAC Group.

Facts, with sources

  • FAW could become GAC's second-largest shareholderrsshub.bkraju.com — 2026-09-15
  • Toyota's North-South collaboration is expected to be historicrsshub.bkraju.com — 2026-09-15
  • GoMate humanoid robot unveiled by GAC Group in Shanghaiwww.humanoidsdaily.com — 2026-09-14

39 facts on file.

Waymo →

Mountain View, California, United States · Robotics · Systems / Autonomous vehicles & driving · Private · founded 2016 · waymo.com

Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.

Robotics 100 · rank 7 · score 94AI Core · discarded · score 70

Scores, Robotics (of 10)

Deployment10
Production8
Commercials6
Progress10
Technology10
Positioning10
Firepower10
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

Waymo (Alphabet) is the US robotaxi leader with a fleet of ~3,000-4,000 vehicles over 1,400+ sq mi, running 500,000+ paid rides a week by March 2026 (10x in two years, across 11 cities) and 20M+ lifetime trips, targeting 1M rides a week by year-end. It raised $16B at a $126B valuation in February 2026, is expanding to London and Tokyo in 2026, and claims 90% fewer serious crashes. Revenue is undisclosed (estimated ~$500M annualized at ~$20 a ride).

Latest signals

  • Toyota will produce bZ4X-based robotaxi vehicles for WaymoNikkei xTech
  • Teamsters Local 25 rallied in Cambridge, Massachusetts, to keep Waymo and driverless taxis out of the city.Peter H. Diamandis
  • Waymo opened a large repair and maintenance facility north of Boston.Peter H. Diamandis

331 signals name Waymo.

Facts, with sources

  • Will launch paid autonomous taxi service in Singapore in 2028rsshub.bkraju.com — 2026-09-18
  • Restarted robotaxi service in San Antonio after a five-month suspension due to floodingwww.nextplatform.com — 2026-09-17
  • Robotaxi service was suspended for five months due to flooding before restarting in San Antoniowww.nextplatform.com — 2026-09-17

148 facts on file.

More comparisons

Questions this page answers

GAC Group or Waymo: which is ahead in robotics?

Waymo ranks 7 on the Robotics 100 with a score of 94; GAC Group ranks 34 with 85. GAC Group is ahead on production and commercials. Waymo is ahead on technology, positioning and leverage. Level on deployment, progress and firepower. GAC Group is based in Guangzhou, China, Waymo in Mountain View, United States. GAC Group: Established. Waymo: Private, founded 2016. GAC Group is named in 23 signals and Waymo in 331.

How do GAC Group and Waymo compare?

Waymo ranks 7 on the Robotics 100 with a score of 94; GAC Group ranks 34 with 85. GAC Group is ahead on production and commercials. Waymo is ahead on technology, positioning and leverage. Level on deployment, progress and firepower. GAC Group is based in Guangzhou, China, Waymo in Mountain View, United States. GAC Group: Established. Waymo: Private, founded 2016. GAC Group is named in 23 signals and Waymo in 331. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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