Robotaxi revenue is forecast to reach more than 3.5 times last year’s level as Pony.ai expands its fleet to more than 3,500 vehicles.

The company stands to benefit as enterprise AI demand moves beyond raw compute toward integrated systems.

The MRO company is increasing investment in AI integration, among other areas.

New OEM nominations and overseas deals point to widening customer traction.

The DRAM maker plans to list on Shanghai’s Star Market, supporting Beijing’s push to localize chip production.

Its footprint now spans dozens of cities across 12 countries.

It is getting more profit out of retail, even as quick commerce spending tests the limits of that improvement.

Heavier spending has wiped the tech giant’s profit and pushed cash flow negative, even as AI demand continues to outstrip supply.

Games and advertising still fund the company’s next act, but investors are asking when AI will become more than a spending line.

The company beat estimates as first-quarter revenue exceeded USD 7 billion.