TLDR
- Pony.ai stock slips as NVIDIA-backed L4 controller enters focus
- Pony.ai debuts DRIVE Thor controller for robotaxis and robotics
- PONY falls 0.84% while new L4 compute platform targets scale
- NVIDIA DRIVE Thor powers Pony.ai’s next autonomy hardware push
- Pony.ai expands robotaxi plans after domain controller demand jumps
Pony AI (PONY) stock traded at $10.60, down $0.09, or 0.84%, after losing early momentum. The move came as Pony.ai introduced a new NVIDIA-powered autonomous driving domain controller. However, the stock stayed weak after a sharp mid-morning selloff.
Pony AI Inc. American Depositary Shares, PONY
Pony.ai Launches New NVIDIA-Powered Controller
Pony AI Inc.stock slipped as the company unveiled its next-generation autonomous driving domain controller. The system targets Pony.ai’s L4 autonomous driving platform and other customer applications. Besides robotaxis, it supports wider autonomous mobility use cases.
The controller uses NVIDIA DRIVE Hyperion and NVIDIA DRIVE AGX Thor. It also uses NVIDIA NVLink for faster communication between DRIVE Thor chips. Consequently, Pony.ai expects the system to support higher AI computing needs.
Pony AI Inc. stock reacted mildly because the market focused on execution. The company said the controller supports multi-sensor fusion and full-scenario perception. Moreover, it targets complex driving scenes where L4 systems need fast decisions.
New Platform Supports Robotaxis and Domain Controller Demand
Pony.ai designed the system for multiple compute tiers and cooling options. The platform supports single-chip and multi-chip setups for different deployment needs. Additionally, it can reach 4000 FP4 TFLOPS through two DRIVE Thor SoCs.
Pony AI Inc. stock stayed near $10.60 after the announcement. The chart showed a drop from early highs above $10.90. However, later trading showed stabilization near the afternoon session.
The new platform extends a collaboration with NVIDIA that began in 2017. Pony.ai used NVIDIA DRIVE AGX Orin in earlier computing units and robotaxis. In 2025, it started mass production of an L4 robotaxi controller using four Orin chips.
Pony.ai Targets Global L4 Commercialization
Pony.ai now supplies domain controllers beyond its robotaxi fleet. Demand grew across delivery, robosweeping, logistics, mining, autonomous shuttles, and robotics. Besides China, customers operate in Germany, the United Kingdom, South Korea, Japan, and Switzerland.
Pony AI Inc. stock reflects a mixed market response to that growth story. The company said Fangzai controller shipments rose more than 500% year over year in 2025. Hence, hardware demand now adds another layer to Pony.ai’s business model.
Pony.ai also reported progress in robotaxi commercialization. The company reached unit-economics breakeven in two major Chinese metropolitan markets. It aims to expand past 3,000 robotaxis and 20 global cities by late 2026.
Pony AI Inc. stock remains tied to execution in autonomous mobility. The new NVIDIA-based controller strengthens its hardware roadmap and L4 deployment strategy. However, Monday’s trading showed that technical selling still outweighed the product update.
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