Pony.ai and Uber expand European Robotaxi plan to more than 2,000 vehicles

Pony.ai and Uber said they will deploy more than 2,000 robotaxis across five European cities, including Zagreb, and extend the partnership to the Middle East, broadening what began as a single-city rollout in Croatia. The expansion follows the April 8, 2026 commercial launch in Zagreb, where the service covers about 90 square kilometers including the airport and operates daily from 7:00 a.m. to 9:00 p.m. through the Verne app, with Uber integration in progress. The companies said four additional European cities will be announced in phases, while local operating partners will handle fleet ownership and day-to-day service. Under the structure already used in Zagreb, Pony.ai supplies Level 4 autonomous driving technology and operating expertise, Uber provides rider demand, payments and customer service through its ride-hailing network, and Verne, a mobility company within the Rimac Group, serves as the local fleet owner and operator while leading regulatory approvals. Pony.ai tied the European expansion to its financial performance in China, saying its robotaxi business reached city-level unit economics breakeven in Guangzhou in November 2025 and in Shenzhen within four months of the Gen-7 launch. On a peak day in Shenzhen, Pony.ai said daily net revenue per Gen-7 vehicle reached RMB 394, or about $58, with 25 orders per vehicle without subsidized pricing. The company also said robotaxi revenue rose 160% year over year in the fourth quarter of 2025, fare-charging revenue jumped more than 500%, and it posted its first quarterly GAAP profit while ending the period with about $1.51 billion in cash and investments. The European fleet will use Pony.ai's seventh-generation robotaxis, which the company says cut autonomous driving kit bill-of-materials costs by 70% from the prior generation. Pony.ai's broader target is to exceed 3,000 vehicles across more than 20 cities by the end of 2026, with nearly half of new robotaxi additions this year expected to be partner-funded. The move fits Uber's wider strategy of assembling multiple autonomous vehicle partnerships by region rather than relying on a single developer. Uber has set a goal of offering autonomous rides in at least 15 cities by the end of 2026, alongside other tie-ups including Wayve in London, WeRide in Madrid, Abu Dhabi and Dubai, and a robotaxi test deployment in Tokyo through its Japanese subsidiary.

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