Pony AI Inc. secured regulatory approval to launch by‑invite autonomous rides in Singapore, partnering with ComfortDelGro. The service will operate along a 12‑kilometre corridor in north‑east Punggol, linking residential and commercial hubs and providing access to the Punggol Coast MRT station and the adjacent bus interchange. The route is expected to take roughly 55 minutes, offering riders a potential time saving of up to 15 minutes compared with conventional transit options.
The approval marks the final regulatory hurdle before Pony AI can offer public‑facing autonomous mobility in Singapore, a key market in its dual‑engine strategy to expand beyond China. The company’s partnership with ComfortDelGro began with a memorandum of understanding in July 2024, and a pilot operation in Guangzhou in March 2025 demonstrated the technology’s readiness for commercial deployment.
Singapore’s smart‑mobility agenda aims to integrate autonomous vehicles into the public transport network to improve first‑ and last‑mile connectivity and address driver shortages. The launch comes just days after WeRide, a rival, began a public robotaxi service in the same Punggol area with Grab, underscoring the competitive intensity of the market.
Dr. James Peng, founder and CEO, said the Singapore entry “is an important step in Pony.ai’s global commercialization strategy. Entering by‑invite rides with ComfortDelGro moves this project into a more operational phase and brings our autonomous mobility technology closer to real daily commuting scenarios.” He added that the company’s 2025 performance “validated our business model by achieving unit‑economics breakeven in multiple tier‑one cities in China,” and that the foundation laid in China will enable replication overseas in 2026.
Financially, Pony AI remains in a growth‑investment phase, with negative net and operating margins of –148.85% and –289.84% respectively, and a high price‑to‑sales ratio of 38.45. Nevertheless, the company reported a 160% year‑over‑year increase in robotaxi revenue and a 500% surge in fare‑charging revenue in Q4 2025. Management plans to scale the fleet to over 3,000 units and expand to more than 20 cities worldwide by the end of 2026, with roughly half of those markets overseas.
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