(https://www.cnbc.com/2026/09/01/waymo-and-zoox-expand-into-more-us-markets-as-robotaxi-race-heats-up.html) into three more U.S. cities while Amazon plans two additional markets — and the market is fixated on chip demand and cloud capacity. What it's missing: the moment robotaxi fleets hit critical mass, the *geopolitical* supply chain for autonomous systems becomes the bottleneck, not the technology.

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