Overview
- Tesla confirmed in its 2025 year-in-review video that Cybercab production has begun, with Elon Musk previously targeting volume production around April 2026.
- Pony.ai said it surpassed its 2025 goal with a Robotaxi fleet now over 1,159 vehicles, noting fully driverless commercial operations in China’s largest cities and 24/7 service.
- China’s NDRC and Ministry of Finance issued a 2026 notice supporting large-scale equipment updates and consumer trade-ins, explicitly backing automobile scrappage and replacement to lift sales.
- Alibaba Cloud executive Liu Weiguang forecast a fresh wave of AI applications in early 2026 and projected enterprise AI budgets to multiply over the next few years.
- Seres’ AITO brand reported a record 57,000-plus deliveries in December and more than 420,000 for 2025, signaling sustained momentum heading into the new year.