Baidu Apollo

Pony.ai

Autonomous Vehicles +2

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology across nine countries, underpinned by PonyWorld, a self-improving world-model training system it upgraded to version 2.0 in April 2026. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across all four Chinese tier-one cities (Guangzhou, Shenzhen, Beijing, and Shanghai) plus Hangzhou and Changsha, having reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen, and the company is running driverless trials or public service in Dubai, Qatar, Singapore, South Korea, and Europe (including a June 2026 Luxembourg pilot with Bolt and Stellantis and Zagreb's first Uber-booked rides on August 19, 2026). On August 28, 2026 Pony.ai signed a partnership with Seoul-based FutureLink to deploy 200 Gen-7 robotaxis in South Korea by 2028 - 10 BAIC-built units for certification, then 190 more - starting in Gangnam before expanding across the Seoul metro. Q2 2026 revenue rose 68.8% YoY to $36.2M - robotaxi services revenue up 691.2% YoY to $12.1M, robotruck revenue up 40.0% YoY to $13.3M, and intelligent-solutions revenue up 4% YoY to $10.8M - with the fleet at 1,975 vehicles as of June 30 and cash and investments of $1.39B, and the company is still targeting more than 3,500 robotaxis across 20+ cities and >3.5x its 2025 robotaxi revenue by year-end, backed by an overseas deployment pipeline of more than 4,000 contracted vehicles. At Auto China 2026 Pony.ai said its Gen-7 ADK bill-of-materials cost had fallen 70% and unveiled a new CATL-based L4 light-duty logistics truck, and on August 3, 2026 the company reset its heavier Gen-4 Robotruck rollout - deploying 500-1,000 units over the next two to three years rather than reaching mass-production scale by late 2026 as previously planned - while setting a longer-run goal of 100,000 light-duty autonomous trucks by 2030. On August 14, 2026 Pony.ai and Uber announced an expanded partnership to deploy more than 2,000 robotaxis across Europe, and by mid-August the company had also launched public robotaxi service in Singapore (via ComfortDelGro's Zig app) and begun Luxembourg operations with Bolt and Stellantis.

Tesla

Autonomous Vehicles +2

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. After building its final Model S and Model X on May 10, 2026 and converting that Fremont line to Optimus, it now manufactures three consumer vehicles (Model 3, Model Y, Cybertruck), sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, runs an unsupervised Robotaxi service across seven US metros (Austin, Dallas, Houston, Miami, Orlando, and Tampa driverless, plus a supervised Bay Area pilot), and is ramping new products including Cybercab (in production at Giga Texas since Feb 2026; commercial paid rides began in Austin on September 3, 2026, the same day NHTSA opened audit AQ26002 on how Tesla self-certified the steering-wheel-free vehicle), Tesla Semi (now in a commissioning phase at the new Nevada line as it works toward a 50,000-unit/year target), and Optimus (entered production on Fremont's converted first-generation line around August 27-28, 2026, feeding an internal training program rather than customer sales; the V3 public reveal remains undated). In Q2 2026, Tesla generated a record $28.24B in revenue (+26% YoY) on 480,126 vehicle deliveries, though GAAP operating margin narrowed to 1.4% amid heavy AI, Optimus, and Robotaxi investment, and guided to over $25B of full-year 2026 capital expenditure; it had 1.48M active FSD subscriptions and operated 8,704 Supercharger stations.

WeRide

Autonomous Vehicles +2

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 60+ cities across 13 countries, holds autonomous-driving permits in eight markets (China, the UAE, Singapore, France, Switzerland, Saudi Arabia, Belgium, and the US), and is scaling a global L4 fleet of about 3,400 vehicles, including more than 1,800 robotaxis - including fully driverless commercial service in Dubai and public service in Singapore - with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners. Europe has become a fast-moving front in 2026: WeRide and Uber launched Spain's first commercial robotaxi pilot in Madrid in early June, the Slovak government backed a plan for WeRide to roll out its full Level 4 portfolio nationwide, and on June 17 the two partners announced plans for commercial robotaxi service in the Greater Zurich Region - their second European deployment within weeks - adding to existing projects in France, Switzerland, and Belgium. On June 22 WeRide, Geely Farizon, and Hong Kong operator Kwoon Chung agreed to jointly build a mass-produced right-hand-drive robotaxi off the GXR platform, with Hong Kong the first deployment market and a planned rollout to Singapore, the UK, Japan, and Australia. In July 2026 WeRide accelerated the global rollout of its one-stage end-to-end L2++ intelligent-driving solution - co-developed with Bosch and integrated with Bosch's automotive-grade domain controller - beginning on-road testing and localization in Germany, France, and Japan, with production design wins now spanning 30+ vehicle programs at Chery and GAC and cumulative WRD 3.0 deliveries topping 30,000 units, against a company target of 100,000 by year-end 2026 and 500,000 in 2027. On August 3, 2026 WeRide announced a strategic partnership with Danish shared-mobility operator GreenMobility to bring Level 4 autonomous ride-hailing to Denmark, its sixth European market and first in the Nordic region, targeting public service in the first half of 2027 pending Danish regulatory approval. Reporting record Q2 2026 revenue on August 12 (gross margin a record 37.5%, up from 28.1% a year earlier), CEO Tony Han said WeRide is now in talks with regulators in Australia and eyeing South Korea, Japan, and Southeast Asia as further expansion markets. The Madrid, Zurich, Hong Kong, and Slovakia deployments all remain in pre-launch or early testing phases as of mid-August 2026.

Zoox

Autonomous Vehicles +2

Zoox is Amazon's robotaxi company and the first operator in the United States cleared to charge fares in a purpose-built driverless vehicle with no steering wheel, pedals, or mirrors. NHTSA granted it a two-year exemption from portions of eight Federal Motor Vehicle Safety Standards on July 30, 2026, capped at 2,500 vehicles a year, and Zoox flipped its roughly 65-vehicle Las Vegas fleet to paid service on August 10, 2026 after nearly a year of free public rides. It designs and builds its bidirectional, four-seat, all-electric robotaxi itself at a Hayward, California plant sized for up to 10,000 vehicles a year, still runs free public rides in San Francisco while it waits on California permits, and has test fleets across ten metros. By late August 2026 Zoox had carried nearly 1 million riders and driven more than 3 million autonomous miles across its four active markets (Las Vegas, San Francisco, Austin, Miami combined), with Las Vegas alone accounting for 350,000+ riders and nearly 2 million miles; independent app tracking put Zoox at 25% of US robotaxi monthly active users in June 2026, up from 15% in January, while Waymo's share fell from 79% to 69%. In March 2026 Zoox and Uber announced a strategic partnership to put Zoox robotaxis on the Uber app - first in Las Vegas, planned for summer 2026, then Los Angeles by mid-2027 - Zoox's first third-party ride-hailing distribution deal; as of early August 2026 the Uber integration had not yet gone live, with Zoox continuing to run its own app in parallel. On September 1, 2026 Zoox said it would begin supervised (safety-driver) mapping and testing in Houston and San Diego, bringing its US test-market footprint to twelve metros. The ramp has come with safety scrutiny: a string of software recalls, most recently 105 robotaxis in July 2026 after one drove into a smoke-obscured Las Vegas fire scene, and an August 2026 report of OSHA-logged injuries among Zoox and Waymo safety-test drivers from hard braking and swerving.

Aurora Innovation

Autonomous Vehicles +1

Aurora Innovation is a self-driving vehicle company now focused on commercial autonomous trucking, with the Aurora Driver deployed first as Aurora Driver for Freight. After beginning regular driverless customer deliveries between Dallas and Houston in late April 2025, Aurora has tripled its driverless network to 10 routes across the Sun Belt - including a roughly 1,000-mile Fort Worth–Phoenix lane - and in May 2026 ran its first lane outside Texas, a ~200-mile Dallas–Oklahoma City route with Volvo's VNL Autonomous. By June 2026 it had surpassed 440,000 driverless miles with zero Aurora Driver-attributed collisions and 100% on-time performance. Customers now include Werner, Hirschbach, McLane (Berkshire Hathaway), Detmar, Uber Freight, Value Truck, Charger Logistics, and others, and Aurora runs both an asset-light Driver-as-a-Service subscription model (carrier owns the trucks) and a Transportation-as-a-Service model (Aurora owns and operates the trucks), with vehicle partners PACCAR, Volvo, and AUMOVIO. Q2 2026 revenue was $2M against a $270M net loss, and management reaffirmed guidance of $14-16M for 2026 with a goal of exiting the year with 200+ driverless trucks (~20-25 by end of Q3) and ~$80M run-rate.

BYD

Autonomous Vehicles +1

BYD (Build Your Dreams) is a Chinese high-tech manufacturer spanning automobiles, batteries, electronics, renewable energy, and rail transit. Its auto business is unusually vertically integrated, with in-house batteries, motors, power electronics, and automotive semiconductors underpinning a lineup that now ranges from low-cost EVs and plug-in hybrids to premium Denza and Yangwang vehicles. First-half 2026 revenue fell 7.13% YoY to ¥344.82B (~$50.9B) and net profit dropped 20.54% to ¥12.33B as China NEV weakness and foreign-exchange losses outweighed overseas growth; auto-related revenue was ¥275.34B (-8.98%) while gross margin rose to 18.85% from 18.01%. H1 NEV sales were 1,808,511 (-15.72%), with the Q2 decline narrowing to 3.24% after a 30% Q1 drop, and overseas shipments of about 792,000 (+67.8%) making up roughly 44% of H1 volume. August 2026 NEV wholesales reached 440,293 (+17.84% YoY), the highest month of 2026, with a record 189,466 overseas units (43.03% of volume) offsetting still-soft domestic sales. On August 28, 2026 BYD opened its 10,000th FLASH Charging station in Shenzhen, doubling the network in under five months across 325 cities and reaching halfway to its 20,000 year-end target, with 1.83 million users (nearly one-third non-BYD). BYD's Szeged plant in Hungary began trial production in January 2026, but EVP Stella Li said in June 2026 that full-scale series production has slipped to Q4 2026 as equipment is still being installed; the same month BYD put its planned €1B Turkey (Manisa) plant on hold after Ankara withdrew tax incentives, making Hungary its top European manufacturing priority.