Waymo, Alphabet's autonomous vehicle subsidiary, is in discussions with Hyundai Motor to outsource the manufacturing of its self-driving vehicles, potentially utilizing Hyundai's Ioniq 5 electric models for its sixth-generation technology. This collaboration is seen as particularly timely due to the Biden administration's recent implementation of steep tariffs on Chinese imports, including a 100% duty on electric vehicles, effective September 27. While Waymo declined to comment directly on the negotiations, they confirmed they are validating their sixth-generation driving technology on the Zeekr platform, which would be replaced if the deal with Hyundai proceeds. Hyundai has indicated no final decisions have been made regarding new business ventures, and its self-driving unit, Motional, has postponed its robotaxi service plans until 2026. As part of its broader strategy, Waymo has been testing its technology using vehicles from Zeekr and has plans for significant investment growth in its autonomous services. The outcome of these discussions could significantly impact Waymo's operational strategies amidst changing tariff landscapes.