# Pony.ai turns to Chinese chips as training compute demand exceeds supply

_Published Sunday, November 15, 2026 at 1:06 PM EST · Infrastructure · Latest · Tier 2 — Notable_

![Pony.ai turns to Chinese chips as training compute demand exceeds supply — Primary](https://techcrunch.com/wp-content/uploads/2026/11/Pony-AI.jpg?w=1024)

Pony.ai is turning more to domestically produced chips to address a shortage of AI training compute, CFO Leo Wang told TechCrunch. Demand far exceeds supply, he said, and engineers are also being directed to use computing resources more efficiently, including midtier hardware instead of high-end systems.

Wang said Chinese companies have spent years preparing alternatives in case restrictions on Nvidia chip exports tighten. Those alternatives have matured, he said, although their cost-effectiveness is still inferior.

## Sources

- [TechCrunch](https://techcrunch.com/2026/11/15/techcrunch-mobility-the-nvidia-backup-plan-for-chinas-self-driving-industry/)

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Canonical: https://techandbusiness.org/newswire/XibgL-gEk4LKxsKMJ81C40
Published: 2026-11-15T18:06:45.828Z
Story chronology: 2026-11-15T17:05:00.000Z
Retrieved: 2026-11-15T23:01:27.596Z
Publisher: Tech & Business (techandbusiness.org)