# Who does Pony.ai pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/pony-ai · Facet: suppliers · Updated: 2026-07-12T08:28:56.762+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Pony.ai's confirmed suppliers/cost counterparties include Hesai, NVIDIA plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 cost edges, backed by 3 dated sources, 0 of them primary filings (as of 2026-07-12).

### Hesai (high)  → /hesai.md
- note: Adopts Hesai lidar as the core robotaxi sensor — an essential safety component where fleet expansion is lidar procurement demand.
- [confirms] CnEVPost (EN, research, published 2025-09-15) https://cnevpost.com/2025/09/15/hesai-40-million-order-from-us-robotaxi-firm/: "Adopts Hesai lidar as robotaxi sensors."

### NVIDIA (mid)  → /nvidia.md
- note: Uses NVIDIA for Gen-7 robotaxi compute — buying the brain of driverless driving to resell as a service, a core cost.
- [confirms] Caixin Global (EN, research, published 2025-11-27) https://www.caixinglobal.com/2025-11-27/pony-ai-plans-to-triple-robotaxi-fleet-to-3000-by-2026-as-revenue-jumps-102387124.html: "Uses NVIDIA for Gen-7 robotaxi compute."

### 차량·생산 (토요타 JV, 비공개) (low)
- note: Toyota-JV vehicles and production.
- [confirms] TechCrunch (EN, news, published 2025-11-25) https://techcrunch.com/2025/11/25/chinas-pony-ai-plans-to-triple-global-robotaxi-fleet-by-the-end-of-2026/: "Toyota-JV vehicles and production."

Reverse side: https://valuechain.wiki/pony-ai/customers.md · Ripple: https://valuechain.wiki/pony-ai/ripple.md

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Full node: https://valuechain.wiki/pony-ai.md · JSON: https://valuechain.wiki/pony-ai.json