Pony.ai

Robotruck

Active

Pony.ai's autonomous freight platform for commercial logistics, including a Gen-4 robotruck designed for thousand-unit scale deployment.

Latest update Sep 15, 2026

Robotruck

01

Current status

Robotruck services are commercial today across trunk-line, dedicated-route, and port logistics - around 200 trucks in operation and over 1 billion tonne-km of freight transported as of late 2025. At an August 3, 2026 media briefing, Pony.ai reset its Gen-4 heavy-duty rollout to a slower, smaller near-term scale (500-1,000 units over the next two to three years, versus the earlier late-2026 mass-production/initial-fleet target) while unveiling a separate automotive-grade L4 light-duty truck built with CATL for urban logistics, aiming for 100,000 light-duty units by 2030. On September 14, 2026 at IAA Transportation, Pony.ai unveiled a Gen-4 T9 battery-electric heavy-duty truck with GAC Commercial Vehicle, with volume production scheduled later in 2026. Production Gen-4 units are now rolling off the line in batches, with Shenzhen's Mawan Port among the first commercial deployment sites.

02

Specifications8

2025 Revenue
$40.6M
Q1 2026 Revenue
$10.2M (+31% YoY)
Q2 2026 Revenue
$13.3M (+40.0% YoY)
Fleet & Freight Volume
~200 trucks

1B+ tonne-km transported (as of late 2025)

Gen-4 Heavy-Duty Deployment
500-1,000 units within 2-3 years

~70% lower ADK BOM cost

Light-Duty L4 Truck Goal
100,000 units by 2030

with CATL, urban logistics

Partners

Sinotrans, SANY, Dongfeng Liuzhou, CATL, GAC Commercial Vehicle

Gen-4 T9 Volume Production
Scheduled later in 2026

GAC T9 BEV platform; 9 lidars, 3 radars, 13 cameras

03

Upcoming milestones2

Announced next steps from Pony.ai that mention Robotruck.

  1. Late 2026

    Start Gen-4 T9 Robotruck volume production and take freight overseas

    TargetLate 2026 (volume production); 2027-2028 (Europe and Middle East)

    Begin volume production of the GAC Commercial Vehicle T9 Gen-4 L4 heavy-duty truck later in 2026, then expand Pony.ai's Robotruck business into Europe and the Middle East over the next two years, using the same Virtual Driver stack already running on Gen-7 robotaxis.

  2. 2028-2029

    Scale Gen-4 heavy-duty Robotruck to 500-1,000 units

    Following the August 2026 reset of its freight roadmap, deploy 500 to 1,000 Gen-4 autonomous heavy-duty trucks - which cut autonomous-driving kit (ADK) bill-of-materials cost roughly 70% versus the prior generation - across long-haul freight, bulk-commodity transport, and port logistics in China within the next two to three years, scaling up from the ~200-truck fleet running today. On September 14, 2026 Pony.ai and GAC Commercial Vehicle unveiled the Gen-4 T9, with volume production scheduled later in 2026, a nearer-term manufacturing step inside that 2028-2029 fleet window.

04

In the news1

  1. Pony.ai unveils Gen-4 T9 L4 robotruck with GAC

    On September 14 at IAA Transportation in Hannover, Pony.ai unveiled a Level 4 heavy-duty truck built with GAC Commercial Vehicle on the T9 battery-electric platform, part of its Gen-4 Robotruck lineup. The truck uses a fully redundant drive-by-wire chassis and an automotive-grade ADK with nine lidars, three millimeter-wave radars and 13 cameras sharing the Gen-7 robotaxi domain controller, with ADK bill-of-materials cost down 70% versus the prior generation. Volume production is scheduled later in 2026, and Pony.ai said it plans to take Robotruck into Europe and the Middle East over the next two years.

    PR Newswire

05

More from Pony.ai2

06

More in Robotaxis