Core Insights - The strategic partnership between Pony.ai and Moore Threads aims to enhance L4 autonomous driving technology through collaboration on training and optimization of the world model and virtual driver system [1][3] - This collaboration represents a significant milestone in China's AI industry, marking the first large-scale application of domestic AI computing power in the critical training and simulation phases of autonomous driving [3] Group 1: Partnership Objectives - The partnership focuses on leveraging Moore Threads' reliable domestic AI computing power to accelerate the iteration of autonomous driving technology and its commercial application [1][3] - Both companies will work together to build a dedicated computing ecosystem for autonomous driving, achieving full-link collaboration across "algorithm-data-computing power-application" [3][5] Group 2: Technological Foundations - Pony.ai has developed a leading L4 autonomous driving capability with its self-developed world model (PonyWorld) and virtual driver, generating over 10 billion kilometers of test data weekly [3][4] - Moore Threads is recognized for its rapid iteration of GPU architectures and has achieved international advanced levels in training large models with hundreds of billions to trillions of parameters [4] Group 3: Market Impact - As of December 31, 2025, Pony.ai's Robotaxi fleet reached 1,159 vehicles, exceeding its annual target, and its seventh-generation Robotaxi system has achieved positive unit economics in Guangzhou [4] - The collaboration is expected to significantly enhance the training efficiency and overall performance of L4 autonomous driving models, providing strong momentum for Pony.ai's scaling goals in 2026 [5]
摩尔线程：国产 GPU 正式进入 L4 自动驾驶核心领域，携手小马智行共建算力生态