Jaguar has built thousands of new I-Pace vehicles for Waymo. It’s probably Waymo buying the full remaining capacity before I-Pace production is shut down.
My guess is they shelved plans for procuring all 20,000 I-Pace vehicles, but then saw 10x ride growth in a year and with tariffs looming over Zeekr vehicles, they bought out I-Pace production capacity to meet short-term demand.
https://x.com/mike_is_typing/status/1827431086990962983