Apr. 1 at 1:27 PM
$PONY
Bolt is hedging its AV bets by partnering with NVIDIA to build an in-house, Europe-sovereign stack using Hyperion, Alpamayo models, and Bolt’s fleet data for long-term control and data privacy.
Bolt-Pony partnership
The November 2025 Bolt-Pony deal was a strategic partnership announcement described as a collaboration for Level 4 integration into Bolt’s ecosystem, targeting 2026 testing in EU/non-EU cities before driverless services, emphasizing Bolt’s regulatory expertise over immediate deployment.
Why Uber Over Bolt in Croatia?
Strangely enough, Pony pursued the Uber-Verne tie-up recently pushing the “Europe’s first” hype on Arcfox vehicles, despite Bolt’s market lead there.
Bolt’s partnership seems to still be active but low-profile (no visible tests), prioritizing NVIDIA alignment over rushed ops, so it’s not confirmed “off” but it seems slower amid hedging. Pony likely chased Uber’s immediacy for PR. It is unclear if they have kept Bolt as a parallel EU foothold.