Pony.ai

Production capacity

• Production rate

  2025-11-24 - Pony.ai reported 23 daily average orders per vehicle in Guangzhou after Gen-7 commercial launch. - Guangzhou Gen-7 operations - Guangzhou

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Orders & commitments

• Order / commitment

  2026-08-18 - Pony.ai says vehicles covered by international agreements being negotiated exceed 4,000; this is a negotiation pipeline, not a deployed fleet. - international market pipeline

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• Operating use

  2026-09-10 - Pony.ai and Verne began fully driverless passenger testing over a 22-kilometre Zagreb route. - Zagreb test route - Zagreb public roads

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• Commercial activity

  2026-08-20 - Pony.ai-powered robotaxis operated by Verne became bookable through Uber in Zagreb, with a licensed operator onboard during phased introduction. - Pony.ai Gen-7 technology in the Verne-operated Uber service - Key Zagreb service areas, including the city centre

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• Operating use

  2026-08-18 - Pony.ai reported a global Robotaxi fleet of 1,975 vehicles as of June 30, 2026, with all Gen-7 vehicles in daily service. - global Robotaxi fleet

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• Commercial activity

  2025-11-24 - Pony.ai said Gen-7 robotaxis were publicly available in Guangzhou, Shenzhen and Beijing. - Gen-7 commercial operations - Guangzhou, Shenzhen and Beijing

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• Operating use

  2025-11-24 - Pony.ai reported 667 Gen-7 vehicles in its robotaxi fleet as of November 23, 2025. - Gen-7 fleet - China tier-one cities

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Supply chain relationships

• Hesai Technology

  Inbound - Perception - Pony.ai seventh-generation Robotaxi uses Hesai LiDAR

  Source
• RoboSense

  Inbound - LIDAR - RoboSense digital lidar is integrated into Pony.ai's GTC 2026 robotaxi configuration

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• Verne

  Outbound - Software - Pony.ai supplies Gen-7 autonomous-driving solution for Verne Zagreb robotaxi fleet

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• GAC Group

  Outbound - Software - Pony.ai supplies Level 4 autonomous-driving system for GAC battery-electric autonomous heavy truck

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• BAIC BluePark New Energy Technology Co., Ltd.

  Outbound - Software - Pony.ai supplies Level 4 autonomous-driving stack for ARCFOX robotaxi programme

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• 2022-03-06 - Series D first close - Pony.ai completes Series D first close at US$8.5B valuation

  valuation: $8.5B - Pony.ai completed the first close of its Series D at a headline valuation of US$8.5 billion; the first-close amount, investors and valuation basis were not disclosed. - source: businesswire.com

• 2020-11-06 - Funding round initial phase - $267M - Pony.ai raises USD 267M at about USD 5.3B valuation

  valuation: $5.3B - The company completed a private financing round with source-backed terms. - source: investing.com

• 5Y Capital - Participant - VC - 1 funding event - first seen 2020-11-06
• ClearVue Partners - Participant - VC - 1 funding event - first seen 2020-11-06
• Eight Roads - Participant - Angel / Individual - 1 funding event - first seen 2020-11-06
• Fidelity China Special Situations - Participant - Unknown - 1 funding event - first seen 2020-11-06
• Ontario Teachers Innovation Platform - Participant - Unknown - 1 funding event - first seen 2020-11-06

• PONY - NASDAQ

• Jun Peng - Chairman of the Board and Chief Executive Officer - Directs Pony.ai's strategy, business development, operations and management.
• Tiancheng Lou - Executive Director and Chief Technology Officer - Leads Pony.ai's research and development and its product and technology initiatives.
• Haojun Wang - Chief Financial Officer - Leads Pony.ai's financing, financial planning and management, and human-resources functions.
• Ning Zhang - Vice President, Head of Autonomous Driving System and Beijing Office - Leads Pony.ai's autonomous-driving system work and Beijing office.
• Luyi Mo - Vice President, Head of Guangzhou and Shenzhen Offices - Leads Pony.ai's Guangzhou and Shenzhen offices and its robotaxi service and operations.

Events

• 2026-10-14 - Deployment - Pony.ai, Uber and Verne begin robotaxi testing in Manchester

  Pony.ai supplies autonomous-driving technology, Uber connects to riders, and Verne provides the operating framework. The Manchester tests extend a collaboration that has already operated in Zagreb. Transport for Greater Manchester said no applications to operate driverless taxis in the area had yet been made.

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• 2026-10-08 - Partnership - Pony.ai and MK sign Japan robotaxi feasibility memorandum

  Discussions cover safety, operating challenges, regulation and permitting in Japan. Any service introduction remains subject to legal approvals and each party's later assessment. The parties jointly exhibited at Kyoto Smart City Expo, where the seventh-generation robotaxi was a stationary display.

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• 2026-09-14 - Product Launch - Pony.ai and GAC unveil Level 4 electric robotruck

  The battery-electric heavy truck was co-developed with GAC and is scheduled to enter mass production later in 2026. Pony.ai said it already operates hundreds of autonomous trucks in China, including driverless operations. The company is discussing tests with European governments and ports and targets expansion into Europe and the Middle East within two years.

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• 2026-09-10 - Demonstration - Pony.ai and Verne begin fully driverless passenger tests in Zagreb

  The 22-kilometre route links Verne’s headquarters and a major business district with Zagreb Airport. The test fleet uses Pony.ai’s seventh-generation Robotaxi with an L4 controller built on NVIDIA DRIVE AGX. Verne’s Zagreb fleet had already logged more than 200,000 kilometres and several thousand customer rides with an onboard operator.

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• 2026-08-28 - Partnership - Pony.ai and FutureLink plan 200 Level 4 robotaxis for Korea

  The plan starts with 10 vehicles for Korean certification, followed by a further 190 after approval. Initial commercial service is intended for Seoul's Gangnam autonomous-driving pilot zone before expansion across Seoul and other cities. FutureLink will handle certification, local operations, data management and localisation; launch timing remains unfinalised.

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• 2026-08-20 - Deployment - Pony.ai-powered Verne robotaxis go live on Uber in Zagreb

  Rides are available from 07:00 to 21:00 in key Zagreb areas, including the city centre. Pony.ai supplies the Gen-7 autonomous-driving solution, Verne owns and operates the fleet, and Uber provides booking and rider access. A licensed operator remains behind the wheel during the phased introduction before progression toward driverless operation.

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• 2026-08-18 - Market Signal - Pony.ai reports international Robotaxi pipeline above 4,000 vehicles

  The 4,000-plus figure is a negotiation pipeline, not a deployed fleet or fully signed order book. The global Robotaxi fleet stood at 1,975 vehicles as of June 30, with all Gen-7 vehicles in daily service. Robotaxi revenue was $12.1 million in Q2 2026, about one-third of the company’s $36.2 million total revenue.

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• 2026-08-14 - Partnership - Pony.ai and Uber expand robotaxi partnership to more than 2,000 vehicles

  Four additional European cities will join Zagreb under the expanded programme. Pony.ai will provide the autonomous vehicles and driving system, while Uber supplies marketplace access and rider demand.

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• 2026-06-09 - Deployment - Pony.ai, Bolt and Stellantis launch Luxembourg autonomous-mobility pilot

  The pilot will validate safety, performance and regulatory readiness in Luxembourg traffic. Bolt contributes ride-hailing integration and marketplace operations. Stellantis contributes L4-ready vehicle platforms and engineering support.

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• 2026-03-26 - Deployment - BAIC New Energy and Pony.ai enter Europe as Robotaxi global expansion advances

  BAIC New Energy and Pony.ai launched road testing in Zagreb for the ARCFOX Alpha T5 Robotaxi, taking their L4 autonomous-driving program into Europe for the first time. The deployment was tied to a wider commercialization plan with Croatian autonomous-mobility company Verne and Uber, with Zagreb positioned as the first rollout market before expansion into additional European cities and other geographies. BAIC said the vehicle uses Pony.ai's seventh-generation autonomous-driving hardware and software stack and that the broader 2026 plan targets 1,000 Robotaxi deployments under the partners' 2.0 cooperation framework.

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• 2026-03-12 - Deployment - Pony.ai opens fully driverless Guangzhou rides through Tencent WeChat

  Users in designated Guangzhou areas can book fully driverless rides through WeChat. The integration exposes eligible autonomous rides after users enter pickup and destination details. The rollout extends a broader Pony.ai and Tencent Cloud partnership covering cloud, mapping, simulation and AI.

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• 2026-01-12 - Product Launch - BAIC New Energy holds Smart Mobility Technology Day and unveils major L3 and L4 autonomy milestones

  At its Smart Mobility Technology Day in Beijing, BAIC New Energy announced that the ARCFOX Alpha S (L3 version) had formally entered scaled road-trial pilot operations after receiving one of China's first L3 autonomous-driving production approvals. The event also marked the 2.0 stage of BAIC New Energy's strategic cooperation with Pony.ai in L4 autonomy, following more than 600 mass-produced ARCFOX Alpha T5 Robotaxi vehicles already built and put into scaled trial operation in Beijing and Shenzhen. BAIC positioned the launch as a move from product approval into commercial rollout, with additional L3-equipped premium models planned and broader user access expected from the second quarter of 2026 as supporting policies mature.

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• 2025-11-24 - Deployment - Pony.ai reports Gen-7 Robotaxi fully driverless commercial operations

  Pony.ai reported that its Gen-7 Robotaxi operations had kicked off fully driverless commercial service in Guangzhou, Shenzhen and Beijing. The company said it was set to exceed its 2025 fleet target and expand to more than 3,000 vehicles by the end of the following year. The event anchors Pony.ai's profile in commercial robotaxi deployment and fleet scaling.

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• 2025-05-08 - Partnership - Hesai robotaxi partners launch services through Uber

  Hesai says WeRide robotaxis went live on Uber in Abu Dhabi in late 2024 and expanded to Dubai, with four Hesai LiDAR sensors serving as each vehicle’s primary long-range LiDAR. Pony.ai’s seventh-generation robotaxi fleet uses four Hesai AT-series LiDARs and was scheduled to begin Uber operations in the Middle East, while Momenta was preparing an initial European launch. The announcement shows Hesai-supported robotaxi services moving from pilots toward international commercial deployment across Uber’s Europe and Middle East platform; it covers multiple partner rollouts rather than one new Hesai product launch.

  Source
• 2025-04-24 - Partnership - Hesai supplies four AT128 lidar units for each Pony.ai Gen-7 robotaxi

  The selection covers all three seventh-generation robotaxi models unveiled at the Shanghai Auto Show. The new models were undergoing road tests across multiple regions, marking the beginning of scaled production. At the announcement, AT128 was described with a 120° field of view, 200 m range and more than 1.53 million points per second.

  Source
• 2022-03-06 - Funding - Pony.ai completes Series D first close at US$8.5B valuation

  Pony.ai announced completion of the first close on 6 March 2022. The company said the proceeds would support hiring, research and development, global Robotaxi and Robotruck testing, partnerships and mass-commercialisation work. Additional financing details were deferred until the full close, so no amount, investor list or pre-money versus post-money basis is inferred.

  Source
• 2020-11-06 - Funding - Pony.ai raises USD 267M at about USD 5.3B valuation

  Ontario Teachers’ Innovation Platform led the initial $267 million phase. The financing valued Pony.ai at about $5.3 billion and was intended to support technology development and fleet expansion. The reported valuation did not specify a pre-money or post-money basis.

  Source

Relationships

• GAC Group

  L4 Robotruck Development Partner - Pony.ai and GAC co-developed a Level 4 battery-electric heavy truck unveiled at IAA Transportation, with mass production planned for later in 2026.

• FutureLink

  South Korea Robotaxi Deployment Partner - Pony.ai and FutureLink plan certification and phased deployment of 200 seventh-generation robotaxis in South Korea by 2028.

• Tencent Holdings Limited

  Robotaxi Access And Cloud Technology Partner - Pony.ai and Tencent integrated fully driverless ride booking into Tencent Mobility Service in WeChat.

• BAIC BluePark New Energy Technology Co., Ltd.

  L4 / Robotaxi Stack - Pony.ai supplies L4 autonomy stack for BAIC ARCFOX Robotaxi programs (Smart Mobility Day Jan 2026; Europe road testing Mar 2026).

• Verne

  Autonomy Technology And Robotaxi Fleet Partners - Pony.ai supplies the Gen-7 autonomous-driving solution used in Verne's Zagreb robotaxi fleet, which became bookable through Uber on August 20, 2026.

• Uber

  Strategic Partner - Pony.ai and Uber expanded their robotaxi partnership to more than 2,000 vehicles across five European cities and into the Middle East.

• Bolt

  Luxembourg Autonomous Mobility Pilot Partner - Pony.ai and Bolt launched an autonomous-mobility testing programme in Luxembourg.

• Stellantis

  Luxembourg L4 Vehicle Platform Partner - Pony.ai and Stellantis launched an autonomous-mobility testing programme in Luxembourg.

• MK Holdings

  Japan Robotaxi Feasibility Mou - Pony.ai's Japanese subsidiary and MK Holdings signed an MoU to study robotaxi feasibility, safety and regulation; deployment is not committed.

Comparable profiles

• Zoox

  comparable profile - Robotaxi Operator

• WeRide

  comparable profile - Robotaxi Operator

• Waymo

  comparable profile - Robotaxi Operator

Shared workflows

• Uber

  workflow adjacency - Autonomous Ride Hailing

• Zelostech

  workflow adjacency - Autonomous Vehicle Driving

• Aurora Innovation

  workflow adjacency - Autonomous Vehicle Driving

• Stack AV

  workflow adjacency - Autonomous Vehicle Driving

• HOLON

  workflow adjacency - Autonomous Vehicle Driving

• COAST Autonomous

  workflow adjacency - Autonomous Vehicle Driving

• Lume Robotics

  workflow adjacency - Autonomous Vehicle Driving

Context tags

• Autonomous vehicle driving - Workflow
• Robotaxi operator - Peer Group - Pony.ai operates Robotaxi as one of its three autonomous-driving business units. https://pony.ai/
• Autonomous ride-hailing - Workflow
• Autonomous-driving technology stack - Stack Layer - Pony.ai develops a vehicle-agnostic Virtual Driver and applies it across Robotaxi, Robotruck, and personally owned vehicles. https://pony.ai/