The U.S.-Israel-Iran conflict is disrupting autonomous vehicle operations across the Gulf.

Baidu's Apollo Go and Pony AI are also reassessing their Gulf presence, with some services paused and testing schedules adjusted indefinitely.

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Analyst Eugene Hsiao sees 2026 as the inflection point for robotaxi deployment, with fleet size expected to triple and hardware costs projected to fall 20%, supporting a path to profitability.

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Pony.ai has secured Shenzhen’s first citywide permit to operate fully driverless commercial robotaxis, marking a major milestone for autonomous mobility in China.

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Uber plans to invest in the Hong Kong listings of autonomous vehicle startups Pony AI and WeRide, marking a deeper push into the robotaxi space.

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Pony.ai announced the rollout of its 300th ARCFOX Alpha T5 Robotaxi, marking a major milestone in its push toward large-scale commercialization of autonomous vehicles

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Stellantis and Pony.ai are partnering to jointly develop and test SAE Level 4 autonomous vehicles in Europe, integrating Stellantis' AV-Ready Platform with Pony.ai’s technology

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