As of June, Pony.ai had fewer than 2000 robotaxis actually running. Today, the company's overseas contract portfolio already tops 4000 vehicles. That's not a typo — the Chinese self-driving outfit is signing deals faster than it can build the cars. The catch: those 4000 vehicles haven't hit a single street yet. Officially, they're agreements at various stages of negotiation.
The most concrete piece of the plan is Europe. Pony.ai and Uber have agreed to deploy more than 2000 robotaxis across five cities. The starting point is Zagreb, with four more European cities to follow — and the partners are also eyeing further expansion into the Middle East. The roles are clearly split: Pony.ai supplies the Level 4 autonomous system and operational expertise, Uber handles booking, payment, and customer access, while local partners may take care of fleet upkeep.
The gap between what's actually driving and what's on paper is the clearest sign of just how big Pony.ai's ambitions are. By the end of 2026, the company wants more than 3500 robotaxis running worldwide. That means the overseas deals alone — 4000-plus vehicles — already exceed that target, though the numbers aren't directly comparable: 1975 and 3500 refer to the actively deployed fleet, while 4000-plus is the future international portfolio.
The money, meanwhile, is starting to show up for real. In the second quarter, Robotaxi revenue jumped 691.2%, to $12.1 million. Total quarterly revenue reached $36.2 million, while net loss actually shrank 14.9%, to $45.4 million. Paid rides brought in 849.3% more revenue than a year earlier — growth most autonomous-driving startups can only dream about.
“We will continue to execute on our plans for the full year, and we're confident in our ability to exceed our annual Robotaxi services revenue target,” said Pony.ai CEO James Peng.
What comes next isn't a manufacturing problem anymore. Thousands of vehicles need regulatory approval, cleared operating zones, local operators, and a separate commercial launch in every single city. Pony.ai hasn't given a timeline for the 4000-plus international portfolio; for the European 2000-plus, the company says details will come out city by city.
