Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges

Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges  Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on "the impact of AI on profit pools." In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to...