Chief Financial Officer Leo Wang said Pony.ai is turning to locally made processors as it works to manage limited AI-training capacity, while keeping options open if U.S. restrictions on Nvidia tighten.
Wang said the company is improving model efficiency and using midtier computing to help manage the shortage.
He said local processors add flexibility, though their cost-effectiveness is not yet ideal. Wang said Chinese firms began developing local options years ago.
He framed the move as contingency planning; no new U.S. restriction had been announced.
