On June 8, PATEO (02889) disclosed a voluntary announcement, revealing the signing of a tripartite strategic cooperation framework agreement with XUNCE (03317) and SAIMO (02571). On the same day, XUNCE and SAIMO also issued separate announcements confirming the collaboration. The three parties will integrate their respective strengths to jointly develop a Token-based physical AI world model, expand the Token World Model Alliance, and collaboratively build a fully closed-loop industrial system encompassing "edge hardware + simulation testing + data infrastructure + Token settlement + commercial operations."
While integrating large AI models into vehicles has become a definitive trend in the smart automotive industry, the question of how to achieve a sustainable commercial closed-loop for AI services within the vehicular context remains largely unresolved, with the industry still in an exploratory phase. This tripartite cooperation aims specifically to solve this challenge.
Scope of the Collaboration
According to the announcement, the collaboration will focus on the entire value chain of in-vehicle Token economics. This includes co-building edge Token infrastructure, extending Token valuation models to vehicular scenarios, establishing a unified Token settlement and clearing center, promoting deep integration of operating systems, and jointly developing the TokenOS and the physical AI world model.
The jointly developed technology module will be uniformly named the "PATEO·XUNCE·SAIMO TokenOS Enhancement Module." Related brands, intellectual property, and commercial rights will be jointly owned, operated, and enjoyed by the three parties.
Complementary Strengths and Segmented Roles
The uniqueness of this partnership lies in the perfectly complementary capabilities of the three entities. PATEO, as an "integrated software-hardware-chip-cloud" AI solution provider, contributes in-vehicle terminals, cockpit systems, and edge-cloud synergy capabilities. XUNCE, a real-time data infrastructure service provider, will leverage its AI data infrastructure capabilities covering the entire chain and rely on the TokenOS to provide core services integrating Token value measurement, dynamic settlement, and standardized billing. SAIMO possesses massive high-value scenario data, a full-stack simulation testing toolchain, and national-level testing ground resources, providing a simulation and verification environment for model training and algorithm validation.
It is noteworthy that SAIMO was co-founded with participation from the CCID Group under the Ministry of Industry and Information Technology, with CCID Testing & Certification Center holding approximately 28% of its shares. This signifies that SAIMO's policy resources are not only naturally aligned with PATEO's existing ecosystem of autonomous control but also facilitate deeper connections.
First Full-Stack Value Closed-Loop Alliance within NVIDIA Ecosystem
Another highlight of the cooperation is that the three parties have jointly established the first full-stack value closed-loop alliance within the NVIDIA ecosystem. PATEO will be responsible for vehicle-side computing power hosting and world model deployment based on NVIDIA's computing platforms. XUNCE will realize Token-based metering for GPU computing power and AI services, along with full-chain value flow. SAIMO will provide simulation and compliance verification. This layout fully connects the chain from the computing foundation and simulation verification to Token settlement and commercial monetization.
PATEO had previously established deep cooperation with NVIDIA and leading OEM new energy vehicle manufacturers, deploying AI Boxes based on NVIDIA DRIVE AGX Thor and exploring innovative business models such as computing power fees and in-vehicle Token billing. This tripartite cooperation represents a continuation and upgrade of that strategy.
From Hardware Purchase to Token Billing: TokenOS Reshapes In-Vehicle AI Business Models
The agreement specifies nine major areas of cooperation, all centered around the full-chain value exchange and commercial closed-loop of in-vehicle Token economics, ultimately converging on the "PATEO·XUNCE·SAIMO TokenOS Enhancement Module"—an edge-side Token economic infrastructure for vehicular scenarios. The core breakthrough of this system lies in breaking away from the traditional one-time hardware purchase profit model. It replaces it with a new commercial paradigm that uses Tokens as the unit, charges based on actual usage, and involves multiple parties in revenue distribution. This aims to construct a Token value circulation system, activate the value of in-vehicle data, technology, and scenarios as assets, open up new profit channels, and optimize the overall revenue structure.
This transformation is not occurring in isolation. Following the policy signal from the National Data Administration in March 2026, which formally named the Token "词元" (Ci Yuan), Token economics has risen from a technical concept to a national strategic perspective. The timing of this tripartite alliance to deploy in-vehicle Token economics coincides with the industry's turning point from technological validation to scaled commercialization.
Expanding the Token World Model Alliance: Defining the Rules
The announcement also indicates that the three parties will integrate their advantages to jointly develop a Token-based physical AI world model and expand the Token World Model Alliance. This implies they are not merely creating a product but are establishing a set of standards—gathering industry forces through an open ecosystem to jointly advance the research and development of Token-based physical AI world models and output the explored standards for in-vehicle Token economics to the entire industry.
The announcement explicitly states that the cooperation model is "replicable and promotable across the entire industry," aiming to first validate the closed loop, then define the rules. Previously, in-vehicle AI involved "buying chips, installing systems, selling solutions." In the future, it may become "installing AI Boxes, running TokenOS, sharing revenue." If this model proves successful, PATEO would not only sell products but also participate in the value distribution of every in-vehicle AI interaction.
Market observers point out that the collaboration between these three companies has created an industry benchmark for in-vehicle Token economics and AI agents, redefining the value flow method for in-vehicle AI. As Token economics continues to be implemented, a trillion-dollar emerging service market is rapidly taking shape. Their cooperation model is expected to be replicated and promoted across the industry, with very broad prospects.
PATEO stated that this cooperation is a key strategic move in implementing its "software-hardware-chip-cloud" integration strategy. The company is fully advancing the joint R&D of the in-vehicle physical AI world model and working with all parties to expand the Token World Model Alliance, gathering industry forces to co-build the technology ecosystem. Relying on its complete layout encompassing optical interconnection, AI computing power, intelligent applications, and value settlement, the company's comprehensive competitiveness will continue to strengthen, laying a solid foundation for its medium to long-term development.
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