Pony.ai announced a pipeline of more than 4,000 planned and potential robotaxi deployments outside China in its Q2 2026 results, as Chinese autonomous driving firms race to commercialise their technology abroad faster than US rivals. Chief Executive James Peng said the vehicles are already contracted across Europe, Southeast Asia and the MENA region, although rollout timing now depends on permits and other regulatory and operational requirements rather than manufacturing or demand. More than 2,000 of those vehicles are earmarked specifically for Europe, following an expanded partnership with Uber covering five European cities, which was announced earlier in August. As it stands, the company runs commercial services with Bolt and Stellantis in Luxembourg, a public launch in Singapore through ComfortDelGro, and a landmark service in Zagreb, Croatia that management has cited as a reference point in ongoing overseas partnership talks. Second-quarter results revealed substantial acceleration underpinning the expansion plans: revenue rose 68.8% year-on-year to US$36.2m, with robotaxi-specific revenue surging 691.2% to US$12.1m, its first quarter accounting for a third of total revenue. Meanwhile, robotruck revenue climbed 40% to $13.3m on freight growth alongside logistics partner Sinotrans. Now, Pony.ai is targeting global deployment of 100,000 autonomous trucks by 2030, an arrangement it believes it can accomplish by partnering with existing truckmakers rather than developing a model of its own. On the robotaxi side, the company’s China fleet reached 1,975 vehicles by June’s end, still tracking toward its unchanged year-end target of 3,500 across more than 20 domestic cities. That unchanged target, even as the overseas pipeline grows sharply, may say more about regulatory caution in China than about demand or capacity. The static 3,500-vehicle figure may indicate that Chinese commercial permit approvals, rather than technology readiness, remain the binding constraint on near-term fleet growth at home. A three-month pause on all new