Uber Collaborates with Nvidia to Expand Global Autonomous Driving, CEO Dara Khosrowshahi Describes Chipmaker as 'Foundation of the AI Era'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Should l Buy PONY?
Source: Benzinga
Uber and Nvidia Partnership: Uber's CEO Dara Khosrowshahi announced a partnership with Nvidia to enhance Level 4 autonomous driving capabilities, utilizing Nvidia's DRIVE AGX Hyperion 10 platform to scale Uber's global fleet to 100,000 vehicles by 2027.
Nvidia's Broader Collaborations: Nvidia is also partnering with other automakers like Stellantis, Lucid, and Mercedes-Benz to develop autonomous vehicles, with Lucid planning to offer Level 4 capabilities in its upcoming models.
Investment in Pony AI: Uber plans to invest over $100 million in Pony AI, a self-driving company, as part of its strategy to expand in the autonomous vehicle market, while Pony AI seeks to raise significant funds through its Hong Kong listing.
Jensen Huang's Warning: Nvidia CEO Jensen Huang cautioned against isolating the Chinese developer ecosystem in the AI race, emphasizing that such policies could harm the U.S. in the long term by losing access to a significant portion of global AI talent.
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Analyst Views on PONY
Wall Street analysts forecast PONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PONY is 24.95 USD with a low forecast of 15.00 USD and a high forecast of 31.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 14.310
Low
15.00
Averages
24.95
High
31.30
Current: 14.310
Low
15.00
Averages
24.95
High
31.30
About PONY
Pony AI Inc is a holding company primarily engaged in the commercialization of autonomous driving technology. The Company is mainly engaged in the provision of three services. The Robotaxis services provide online car-hailing services to individual passengers through autonomous driving taxis and offer engineering solutions for autonomous driving taxis. The engineering solution service projects typically involve a combination of software development, system integration, hardware components and related services. The Robotrucks services mainly engage in selling virtual driver solutions and providing freight services. The licensing and applications mainly provide intelligent travel solutions composed of software licenses, hardware and data analysis tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pony.ai and Toyota Launch Mass Production of bZ4X Robotaxi
- Production Launch: The first mass-produced bZ4X Robotaxi developed by Pony.ai and Toyota has rolled off the production line, marking the start of scaled production and commercial deployment in China, with plans to produce over 1,000 vehicles by 2026, supporting Pony.ai's goal of expanding its fleet to 3,000.
- Cost Reduction: Pony.ai reported that the bill of materials for its seventh-generation autonomous driving system has decreased by approximately 70% compared to the previous generation, which not only improves deployment economics but also provides stronger financial backing for future commercial operations.
- Feature Enhancements: The new generation of Robotaxis includes features such as Bluetooth-based automatic unlocking, in-cabin voice interaction, online music, and pre-trip climate control, aimed at enhancing passenger experience and reducing motion sickness, thereby increasing market competitiveness.
- Intensifying Market Competition: As competitors like Tesla and Baidu rapidly advance in the Robotaxi sector, Pony.ai's commercial deployment will face greater market pressure, particularly in the fiercely competitive landscape of China's Tier-1 cities.
See More
Pony.ai to Hold Extraordinary General Meeting
- Shareholder Meeting Announcement: Pony.ai will hold an extraordinary general meeting on April 2, 2026, in Guangzhou to consider and potentially pass proposed resolutions, which are expected to influence the company's strategic direction and shareholder interests.
- Voting Rights for Shareholders: Holders of ordinary shares as of February 27, 2026, are entitled to attend and vote, ensuring shareholder participation in corporate governance and enhancing transparency and trust.
- Meeting Notices Released: The company has published notices and proxy forms for the extraordinary general meeting and class meetings on its website, facilitating shareholder access to information and participation in voting, reflecting the company's commitment to shareholder rights.
- Technological Leadership: As a global leader in autonomous driving technology, Pony.ai is dedicated to delivering safe and advanced autonomous driving solutions, continuously driving commercialization efforts and strengthening its competitive position in the industry.
See More
General Motors Q4 Earnings Exceed Expectations
- GM Earnings Beat: General Motors reported an adjusted EPS of $2.51 for Q4, a 30.4% year-over-year increase, surpassing the analyst estimate of $2.20, although quarterly revenue of $45.287 billion fell short of the $45.804 billion forecast.
- Increased Shareholder Returns: GM's Board approved a 3-cent increase in the quarterly dividend to 18 cents per share and authorized a new $6 billion share repurchase program, reflecting confidence in future cash flows and commitment to shareholders.
- Tesla Stock Surge: Tesla's shares rose in extended trading on Wednesday following the release of its Q4 earnings report, which beat market expectations, indicating strong demand in the electric vehicle market and the company's ongoing profitability.
- Tesla FSD Subscription Numbers: For the first time, Tesla disclosed that it has 1.1 million active Full Self-Driving (FSD) subscribers globally during its Q4 earnings call, with over 70% being upfront purchases, highlighting consumer acceptance and the market potential of this technology.
See More
Pony AI Partners with Beijing ATBB to Expand Robotaxi Operations
- Strategic Partnership: Pony AI has formed a partnership with Beijing ATBB to jointly operate Robotaxi services in China's tier-1 cities, leveraging an asset-light approach to expand its Robotaxi operations.
- Market Expansion: This collaboration will extend Pony AI's Robotaxi services to include airport and business travel, supporting urban trips and enhancing its competitive position in the market.
- Technology Integration: The Robotaxis will integrate with Pony AI's proprietary ride-hailing platform and ATBB's Xinghui Mobility ecosystem, enabling shared access to demand and fleet resources for improved operational flexibility and scalability.
- Future Goals: Pony AI's Robotaxi fleet has surpassed 1,159 vehicles, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the autonomous driving sector.
See More
Pony.ai Partners with ATBB to Accelerate Robotaxi Commercialization
- Strategic Partnership: Pony.ai has formed a strategic partnership with Beijing ATBB Travel & Express Service Co., Ltd. to accelerate robotaxi commercialization through an asset-light model, marking a significant expansion into tier-1 cities in China.
- Fleet Growth: The company's robotaxi fleet has surpassed 1,159 vehicles, exceeding its 2025 targets, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the market.
- Service Integration: This collaboration leverages ATBB's fleet investment and service expertise, integrating Pony.ai's self-operated vehicles to optimize shared demand and resources, enhancing overall operational efficiency.
- Market Outlook: By partnering with ATBB, Pony.ai aims to not only expand its airport transfer and business travel services but also secure a more advantageous position in the future robotaxi market, driving revenue growth.
See More
Pony.ai Partners with ATBB to Advance Robotaxi Commercialization
- Strategic Partnership: Pony.ai has formed a strategic partnership with Beijing ATBB Travel & Express Service Co., Ltd. to advance the commercialization of Robotaxi services through an asset-light, partnership-driven model, indicating a significant move into China's premium mobility market.
- Fleet Deployment: The collaboration aims to jointly deploy Robotaxi services in tier-1 cities, particularly for airport and business travel scenarios, establishing a fleet powered by Pony.ai's seventh-generation vehicles to meet diverse travel needs.
- Platform Integration: The initial fleet will be integrated into Pony.ai's proprietary ride-hailing platform and third-party mobility ecosystems, while also connecting to ATBB's Xinghui Mobility platform, enabling shared demand and fleet resources for enhanced operational flexibility and scalability.
- Market Milestones: In 2025, Pony.ai secured China's first citywide permit for fully driverless commercial Robotaxi operations in Shenzhen and expanded services across Beijing, Guangzhou, and Shanghai, further solidifying its market leadership.
See More
Pony.ai and Toyota Launch Mass Production of bZ4X Robotaxi
- Production Launch: The first mass-produced bZ4X Robotaxi developed by Pony.ai and Toyota has rolled off the production line, marking the start of scaled production and commercial deployment in China, with plans to produce over 1,000 vehicles by 2026, supporting Pony.ai's goal of expanding its fleet to 3,000.
- Cost Reduction: Pony.ai reported that the bill of materials for its seventh-generation autonomous driving system has decreased by approximately 70% compared to the previous generation, which not only improves deployment economics but also provides stronger financial backing for future commercial operations.
- Feature Enhancements: The new generation of Robotaxis includes features such as Bluetooth-based automatic unlocking, in-cabin voice interaction, online music, and pre-trip climate control, aimed at enhancing passenger experience and reducing motion sickness, thereby increasing market competitiveness.
- Intensifying Market Competition: As competitors like Tesla and Baidu rapidly advance in the Robotaxi sector, Pony.ai's commercial deployment will face greater market pressure, particularly in the fiercely competitive landscape of China's Tier-1 cities.
See More
Pony.ai to Hold Extraordinary General Meeting
- Shareholder Meeting Announcement: Pony.ai will hold an extraordinary general meeting on April 2, 2026, in Guangzhou to consider and potentially pass proposed resolutions, which are expected to influence the company's strategic direction and shareholder interests.
- Voting Rights for Shareholders: Holders of ordinary shares as of February 27, 2026, are entitled to attend and vote, ensuring shareholder participation in corporate governance and enhancing transparency and trust.
- Meeting Notices Released: The company has published notices and proxy forms for the extraordinary general meeting and class meetings on its website, facilitating shareholder access to information and participation in voting, reflecting the company's commitment to shareholder rights.
- Technological Leadership: As a global leader in autonomous driving technology, Pony.ai is dedicated to delivering safe and advanced autonomous driving solutions, continuously driving commercialization efforts and strengthening its competitive position in the industry.
See More
General Motors Q4 Earnings Exceed Expectations
- GM Earnings Beat: General Motors reported an adjusted EPS of $2.51 for Q4, a 30.4% year-over-year increase, surpassing the analyst estimate of $2.20, although quarterly revenue of $45.287 billion fell short of the $45.804 billion forecast.
- Increased Shareholder Returns: GM's Board approved a 3-cent increase in the quarterly dividend to 18 cents per share and authorized a new $6 billion share repurchase program, reflecting confidence in future cash flows and commitment to shareholders.
- Tesla Stock Surge: Tesla's shares rose in extended trading on Wednesday following the release of its Q4 earnings report, which beat market expectations, indicating strong demand in the electric vehicle market and the company's ongoing profitability.
- Tesla FSD Subscription Numbers: For the first time, Tesla disclosed that it has 1.1 million active Full Self-Driving (FSD) subscribers globally during its Q4 earnings call, with over 70% being upfront purchases, highlighting consumer acceptance and the market potential of this technology.
See More
Pony AI Partners with Beijing ATBB to Expand Robotaxi Operations
- Strategic Partnership: Pony AI has formed a partnership with Beijing ATBB to jointly operate Robotaxi services in China's tier-1 cities, leveraging an asset-light approach to expand its Robotaxi operations.
- Market Expansion: This collaboration will extend Pony AI's Robotaxi services to include airport and business travel, supporting urban trips and enhancing its competitive position in the market.
- Technology Integration: The Robotaxis will integrate with Pony AI's proprietary ride-hailing platform and ATBB's Xinghui Mobility ecosystem, enabling shared access to demand and fleet resources for improved operational flexibility and scalability.
- Future Goals: Pony AI's Robotaxi fleet has surpassed 1,159 vehicles, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the autonomous driving sector.
See More
Pony.ai Partners with ATBB to Accelerate Robotaxi Commercialization
- Strategic Partnership: Pony.ai has formed a strategic partnership with Beijing ATBB Travel & Express Service Co., Ltd. to accelerate robotaxi commercialization through an asset-light model, marking a significant expansion into tier-1 cities in China.
- Fleet Growth: The company's robotaxi fleet has surpassed 1,159 vehicles, exceeding its 2025 targets, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the market.
- Service Integration: This collaboration leverages ATBB's fleet investment and service expertise, integrating Pony.ai's self-operated vehicles to optimize shared demand and resources, enhancing overall operational efficiency.
- Market Outlook: By partnering with ATBB, Pony.ai aims to not only expand its airport transfer and business travel services but also secure a more advantageous position in the future robotaxi market, driving revenue growth.
See More
Pony.ai Partners with ATBB to Advance Robotaxi Commercialization
- Strategic Partnership: Pony.ai has formed a strategic partnership with Beijing ATBB Travel & Express Service Co., Ltd. to advance the commercialization of Robotaxi services through an asset-light, partnership-driven model, indicating a significant move into China's premium mobility market.
- Fleet Deployment: The collaboration aims to jointly deploy Robotaxi services in tier-1 cities, particularly for airport and business travel scenarios, establishing a fleet powered by Pony.ai's seventh-generation vehicles to meet diverse travel needs.
- Platform Integration: The initial fleet will be integrated into Pony.ai's proprietary ride-hailing platform and third-party mobility ecosystems, while also connecting to ATBB's Xinghui Mobility platform, enabling shared demand and fleet resources for enhanced operational flexibility and scalability.
- Market Milestones: In 2025, Pony.ai secured China's first citywide permit for fully driverless commercial Robotaxi operations in Shenzhen and expanded services across Beijing, Guangzhou, and Shanghai, further solidifying its market leadership.
See More
