Pony AI Inc. (PONY): Robotaxi fleet expansion in China and overseas market; New Gen-4 Robotruck with GAC launched; Buy

Pony AI continues to expand its Robotaxi fleet in China and in overseas markets, and maintains its target of 3.5k Robotaxi vehicles by the end of 2026. The company highlights its recent progress in overseas markets, including Robotaxi commercial operation in Doha, targeting fully driverless operation ahead, and fully driverless Robotaxi test rides in Zagreb. Pony AI announced the new Gen-4 Robotruck through the partnership with GAC Commercial Vehicle in Sep 2026, based on GAC's T9 battery-electric heavy-duty truck platform, equipped with an Autonomous Driving Kit (ADK) with 9 LiDARs, 13 cameras and 3 millimeter-wave radars covering 360-degree sensing;