Global Scans · Driverless · Weekly Summary

• [New] The GoA 3 & 4 (driverless / unattended) segment is expected to grow at the fastest CAGR during the forecast period due to the rising demand for higher operational efficiency, safety, and reduced labour costs. Precedence Research
• [New] By automation level, the GoA 3 & 4 (driverless / unattended) segment is expected to grow at the fastest CAGR during the forecast period. Precedence Research
• [New] By 2030, 80% of developers will work with autonomous AI agents, going from writing code to planning and organizing. Barchart.com
• [New] Looking ahead to 2036, Level 4 autonomous trucking will transition from pilot deployments to large-scale commercial operations, fundamentally reshaping global logistics networks. Morningstar, Inc.
• [New] Between 2026 and 2030, adoption of Level 4 autonomous trucking is expected to accelerate sharply as fleet operators confront unsustainable driver compensation trends. Morningstar, Inc.
• [New] Beijing's People's Liberation Army has explicitly prioritized intelligentized warfare as its primary strategic goal for 2035, with a heavy emphasis on AI-driven autonomous swarms. / China Ronin's Grips Analytics
• [New] Tesla plans to begin production of 2-4 million Cybercab autonomous vehicles in 2027, which will be a key step in its robotaxi strategy. National Today
• [New] If successful, Microsoft could become the utility provider for the entire agentic economy, collecting a toll on every autonomous interaction that occurs across the global business landscape. FinancialContent
• [New] The IIHS projects 3.5 million autonomous vehicles on U.S. highways by 2025, rising to 4.5 million by 2030. PatSnap
• [New] More than 50% of talent acquisition leaders plan to add autonomous AI agents to their recruiting teams in 2026. Asanify
• [New] By 2028, one-third of all generative AI interactions will depend on autonomous agents. Artefact
• [New] Uber will operate a hybrid model for at least 15-20 years, with human drivers handling complex routes, rural areas, and markets where autonomous technology has not been approved. Tech Insider
• [New] The combined expansion plans of Waymo, Tesla, and the Uber-Rivian partnership will push autonomous ride-hailing into at least 50 American cities by the end of the decade. Tech Insider
• High interest rates and regulatory hurdles for autonomous driving pose risks, alongside significant 2026 CapEx. tradingkey.com
• Uber plans to invest $1.25 billion in Rivian through 2031 to support initiatives that include the launch of fully autonomous R2 robotaxis. National Law Review
• Federal AV Framework: If Musk's influence leads to a unified federal standard for autonomous driving, Tesla could bypass the state-by-state regulatory patchwork that currently hampers competitors like Waymo. FinancialContent
• By application, the autonomous driving segment is expected to expand at the fastest CAGR of 18.4% between 2026 and 2035. Precedence Research
• The Cybercab, a potential game-changer in the autonomous vehicle space, could position Tesla to dominate emerging markets such as ride-hailing and urban mobility solutions. BUSINESS 2.0 NEWS
• Uber currently has 20-plus autonomous vehicle partners globally and expects to operate in 15 cities by year-end. Yahoo Finance
• Uber's autonomous vehicle expansion and core business acceleration position the company to reach $125.24 within 12 months as the technology sector gains momentum and AV monetization begins in 2028. Yahoo Finance
• The cloud-based segment is anticipated to achieve the highest CAGR of nearly 34.18% during the 2026-2035 period, driven by the increasing demand for OTA fleet management infrastructure, AI model training pipelines for autonomous driving, and cloud-native software development workflows. Yahoo Finance Singapore

Last updated: 12 April 2026