SAIC and Pony.ai to co-develop ground-up level 4 autonomous robotaxis with foldable steering wheel
SAIC AI Lab, a division of SAIC Motor in China, has announced a collaboration with advanced driverless AI developer Pony.ai to design and implement a new fleet of driverless level 4 autonomous robotaxis. The companies kicked off their new project by unveiling a fully autonomous EV concept from which the fleet will be built.
SAIC Motor Corporation Ltd. is a Chinese state-owned automotive company based in Shanghai, and one of the largest automakers in the country. Electrek has previously covered SAIC-owned brands like MG Motor, but the Chinese conglomerate also produces vehicles through joint ventures with companies like Volkswagen and GM.
In the summer of 2021, SAIC promised to have 40 to 60 level 4 autonomous robotaxis operating on the streets of China before year’s end, stating it was embracing AI and that SAIC might as well stand for Shanghai AI Corporation instead of Shanghai Automotive Industry Corporation.
Since then, SAIC Motor has spun out its own autonomous-focused division called SAIC AI Lab, which will be the entity spearheading the collaboration with autonomous driving specialist, Pony.ai. A specialist that already has level 4 autonomous robotaxis operating paid rides in the streets of China.
Together, both teams look to combine vehicle manufacturing know-how with AI expertise, to offer a fleet of electric robotaxis designed from the ground up.
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Source: SAIC AI Lab -
SAIC and Pony.ai to mass-produce autonomous robotaxis
The two tech companies shared details of their new autonomous robotaxi venture in a press release, outlining some of the technological specs of the concept EV, as well as goals for mass production.
Unlike other level 4 autonomous robotaxis operating using Pony.ai’s technology, this upcoming fleet will be purpose built-from the ground up rather than being implemented on an existing EV. The current concept being showcased today is based on a SAIC Marvel R model, however.
The companies state they will team up to develop the EV’s chassis, intelligent cockpit, human-machine interface, remote assistance, and other intelligent driving technologies. Both state that the goal of reaching mass production on these purpose-built autonomous EVs is to accelerate widespread commercial adoption of robotaxis services and autonomous driving as a whole throughout China. SAIC AI Lab general manager Dang Xiang elaborated:
Pony.ai is a global leader in autonomous driving. SAIC AI Lab has mature technical strengths in driverless operation, vehicle development, and intelligent cockpit. Its robotaxi project has been affirmed by the market. It is believed that the cooperation between the two companies will accelerate commercialization progress, upgrade mobility services, and advance the establishment of intelligent urban transportation.
The current concept vehicle that made its debut is equipped with 17 integrated automotive-grade sensors to create a 360-degree visual range covering 200 meters, eliminating blind spots around the entire vehicle. All powered by Pony.ai’s latest generation of autonomous technology. The vehicle also features a foldable steering wheel that “provides a human-machine interaction experience that significantly advances automobile autonomy.”
Both SAIC AI Lab and Pony.ai state that they will continue to advance their technology and build out a connected network of autonomous technologies to support the fleet of robotaxis. There is no timeline on when Chinese citizens can expect to hail a ride in this new fleet, for now the teams simply state they will be implemented over time.
Parent company SAIC Motor has previously shared plans to begin mass production of robotaxis in China by 2025. Perhaps with Pony.ai onboard, the auto manufacturer can reach its goal more quickly.
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Charging network IONNA is partnering with Casey’s, one of the US’s largest convenience store and pizza chains, to bring DC fast charging to EV drivers across the Midwest.
Starting this year, Casey’s customers can plug into IONNA’s 400 kW charging stations while grabbing a slice or stocking up on road-trip essentials. Eight “Rechargeries” are already under construction in six states and are expected to open in 2025:
- Little Rock, Arkansas
- Vernon Hills, Illinois
- McHenry, Illinois
- Terre Haute, Indiana
- Parkville, Missouri
- Kearney, Missouri
- Blackwell, Oklahoma
- Waco, Texas
The Casey’s deal pushes IONNA past 900 charging bays in construction or operation — more than double what it had just three months ago. IONNA says the partnership will “expand,” but doesn’t provide specifics.
“This partnership with Casey’s is key to expanding our presence in America’s heartland,” said IONNA CEO Seth Cutler. “With a shared respect and commitment to delivering quality customer experience, we are pleased to add Casey’s to our growing network of partners.”
IONNA is a joint venture backed by eight of the world’s biggest automakers – BMW, General Motors, Honda, Hyundai, Kia, Mercedes-Benz, Stellantis, and Toyota – working to rapidly scale a DC fast-charging network in the US.
Read more: Wawa is getting ultra-fast EV chargers from IONNA
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Anthropic and Google officially announced their cloud partnership Thursday, a deal that gives the artificial intelligence company access to up to one million of Google’s custom-designed Tensor Processing Units, or TPUs.
The deal, which is worth tens of billions of dollars, is the company’s largest TPU commitment yet and is expected to bring well over a gigawatt of AI compute capacity online in 2026.
Industry estimates peg the cost of a 1-gigawatt data center at around $50 billion, with roughly $35 billion of that typically allocated to chips.
While competitors tout even loftier projections — OpenAI’s 33-gigawatt “Stargate” chief among them — Anthropic’s move is a quiet power play rooted in execution, not spectacle.
Founded by former OpenAI researchers, the company has deliberately adopted a slower, steadier ethos, one that is efficient, diversified, and laser-focused on the enterprise market.
A key to Anthropic’s infrastructure strategy is its multi-cloud architecture.
The company’s Claude family of language models runs across Google’s TPUs, Amazon’s custom Trainium chips, and Nvidia’s GPUs, with each platform assigned to specialized workloads like training, inference, and research.
Google said the TPUs offer Anthropic “strong price-performance and efficiency.”
“Anthropic and Google have a longstanding partnership and this latest expansion will help us continue to grow the compute we need to define the frontier of AI,” said Anthropic CFO Krishna Rao in a release.
Anthropic’s ability to spread workloads across vendors lets it fine-tune for price, performance, and power constraints.
According to a person familiar with the company’s infrastructure strategy, every dollar of compute stretches further under this model than those locked into single-vendor architectures.
Google, for its part, is leaning into the partnership.
“Anthropic’s choice to significantly expand its usage of TPUs reflects the strong price-performance and efficiency its teams have seen with TPUs for several years,” said Google Cloud CEO Thomas Kurian in a release, touting the company’s seventh-generation “Ironwood” accelerator as part of a maturing portfolio.
Claude’s breakneck revenue growth
Anthropic’s escalating compute demand reflects its explosive business growth.
The company’s annual revenue run rate is now approaching $7 billion, and Claude powers more than 300,000 businesses — a staggering 300× increase over the past two years. The number of large customers, each contributing more than $100,000 in run-rate revenue, has grown nearly sevenfold in the past year.
Claude Code, the company’s agentic coding assistant, generated $500 million in annualized revenue within just two months of launch, which Anthropic claims makes it the “fastest-growing product” in history.
While Google is powering Anthropic’s next phase of compute expansion, Amazon remains its most deeply embedded partner.
The retail and cloud giant has invested $8 billion in Anthropic to date, more than double Google’s confirmed $3 billion in equity.
Still, AWS is considered Anthropic’s chief cloud provider, making its influence structural and not just financial.
Its custom-built supercomputer for Claude, known as Project Rainier, runs on Amazon’s Trainium 2 chips. That shift matters not just for speed, but for cost: Trainium avoids the premium margins of other chips, enabling more compute per dollar spent.
Wall Street is already seeing results.
Rothschild & Co Redburn analyst Alex Haissl estimated that Anthropic added one to two percentage points to AWS’s growth in last year’s fourth quarter and this year’s first, with its contribution expected to exceed five points in the second half of 2025.
Wedbush’s Scott Devitt previously told CNBC that once Claude becomes a default tool for enterprise developers, that usage flows directly into AWS revenue — a dynamic he believes will drive AWS growth for “many, many years.”
Google, meanwhile, continues to play a pivotal role. In January, the company agreed to a new $1 billion investment in Anthropic, adding to its previous $2 billion and 10% equity stake.
Critically, Anthropic’s multicloud approach proved resilient during Monday’s AWS outage, which did not impact Claude thanks to its diversified architecture.
Still, Anthropic isn’t playing favorites. The company maintains control over model weights, pricing, and customer data — and has no exclusivity with any cloud provider. That neutral stance could prove key as competition among hyperscalers intensifies.
WATCH: Anthropic’s Mike Krieger on new model release and the race to build real-world AI agents
Redwood Materials, founded by former Tesla CTO and cofounder JB Straubel, has raised $350 million in new funding to scale its US-made battery storage systems and critical materials operations. The company is ramping up to meet surging demand from AI data centers and the clean energy sector.
The oversubscribed Series E round was led by Eclipse, with participation from NVentures, NVIDIA’s venture capital arm, and other new strategic investors.
As global supplies tighten, the US is racing to secure domestic production of critical materials like lithium, nickel, cobalt, and copper. In July, Redwood and GM signed a non-binding memorandum of understanding to turn new and second-life GM batteries into energy storage systems. Redwood launched a new venture in June called Redwood Energy that repurposes both new and used EV battery packs into fast and cost-effective energy storage systems.
Redwood says large-scale battery storage is the fastest and most scalable way to enable new AI data center rollout while unlocking stranded generation capacity and stabilizing the grid. Battery storage also helps industrial facilities electrify and balance renewable energy output. The company aims to deliver a new generation of affordable, US-built energy storage systems designed to serve the grid, heavy industry, and AI data centers, reducing dependence on imported Lithium Iron Phosphate batteries.
Redwood will use the new capital to expand energy storage deployments, refining and materials production capacity, and its engineering and operations teams.
Read more: Redwood is repurposing GM’s EV batteries into energy storage
The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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