China’s autonomous driving pioneer Pony AI has announced bold plans to triple its global robotaxi fleet by the end of 2026, aiming to surpass 3,000 vehicles worldwide.

With operations already underway in major Chinese cities and partnerships abroad, the company is positioning itself as a leader in the race to scale driverless mobility. This expansion reflects both rising demand for autonomous transport and the company’s confidence in its seventh‑generation technology.

🏙️ Domestic Expansion

Pony AI currently operates paid robotaxi services in Beijing, Shanghai, Guangzhou, and Shenzhen, where its vehicles are becoming a familiar sight. In Guangzhou, its seventh‑generation robotaxi has already achieved city‑wide breakeven economics, averaging 23 daily orders per vehicle. This milestone demonstrates that autonomous fleets can be financially viable in dense urban markets, laying the foundation for broader adoption across China.

🌐 International Reach

Beyond China, Pony AI is expanding into eight countries, including Qatar and Singapore, through collaborations with local operators and ride‑hailing giants like Bolt and Uber. These partnerships are critical for scaling globally, allowing Pony AI to integrate into existing mobility ecosystems while testing its technology in diverse regulatory and cultural environments.

📈 Financial Performance

The company reported $25.4 million in third‑quarter revenue, a 72% increase year‑on‑year, driven by robotaxi services, self‑driving trucks, and licensing fees. However, expenses continue to outpace revenue, with a net loss of $61.6 million in Q3 2025. Pony AI still holds nearly $588 million in cash and investments, bolstered by a joint venture with Toyota to support production of its Gen‑7 vehicles.

🔮 Future Outlook

Pony AI’s goal of surpassing 3,000 robotaxis by 2026 signals confidence in both technology and market demand. Success will depend on securing city‑wide permits beyond Shenzhen, reducing costs of advanced sensors like lidar, and maintaining regulatory trust. If achieved, Pony AI could redefine urban mobility, turning autonomous rides from novelty into mainstream transport across Asia and beyond.

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