New Wave is Coming! Xiaopeng is “surfing” on Physical AI

【Introduction】Xiaopeng Technology Day announced achievements in physical AI in 2025, and He Xiaopeng revealed the new positioning of Xiaopeng Cars
"The tide of physical AI is coming, and Xiaopeng Motors is prepared to ride it," said He Xiaopeng, Chairman of Xiaopeng Motors, at the 2025 Xiaopeng Technology Day held on November 5th.

What is Physical AI? He Xiaopeng believes that the integration of the digital world and the physical world will lead to the emergence of Physical AI, which means that machines will gradually possess the ability to understand, deliver, and change the
During the Xiaopeng Technology Day with the theme of Emergence in 2025, Xiaopeng Auto drew a clear picture of how physical AI will reshape future transportation, and launched four important applications centered around physical AI.
Specifically, Xiaopeng Motors has launched the second-generation VLA, Xiaopeng Robotaxi (driverless taxi), the new generation humanoid robot IRON, and two flight systems from Xiaopeng Huatian.
At the same time, Xiaopeng Automobile has opened up the development map of physical AI and has initially built a strong circle of friends, including Volkswagen, Gaode Maps, Baosteel, etc.
Physical AI is not a distant dream but a reality that everyone can touch. He Xiaopeng expressed that Xiaopeng Automotive will upgrade its positioning as an explorer of travel in the physical AI world and a globally-oriented embodiment intelligent com

Exploring a New Paradigm of Physical Model
Xpeng Second Generation VLA Release
To accelerate the globalization of physical AI applications and ecosystem development, Xiaopeng's second-generation VLA will be open source to global business partners, announced He Xiaopeng. Volkswagen has become the first customer of Xiaopeng's sec

During the Xiaopeng Tech Day 2025, Xiaopeng Motors officially launched the second-generation VLA, which overturned the industry's traditional V-L-A (Vision-Language-Action) architecture and helped explore a new paradigm of physical models.
Specifically, the second-generation VLA of Xiaopeng has innovatively removed the language translation process, and for the first time achieved direct generation from visual signals to action instructions in an end-to-end manner, greatly reducing info

In He Xiaopeng's view, the future large model will become the 'operating system of the physical AI world' and the foundation of all physical AI applications.
XPeng's second-generation VLA is the company's first mass-produced physical world model, and also an action generation model. It is a physical world model for understanding and deduction, which can perform self-evolving learning while understanding t
For example, Xiaopeng's second-generation VLA can generate more realistic long-tailed scenarios for adversarial training by deducing future decision-making scenarios, thereby significantly improving the ability to respond to long-tailed problems.
Based on the second-generation VLA, Xiaopeng Motors will release the 'Xiao Lu NGP' feature, which can significantly improve intelligent driving performance in complex and mixed traffic environments, with a 13-fold increase in average miles per interv
During testing, Xiaopeng's second-generation VLA has demonstrated new capabilities, including recognizing traffic police gestures and responding to traffic lights in advance.
According to Xiaopeng Motors' plan, they will invite pioneering users to co-create the experience of the second generation VLA by the end of December 2025. The second generation VLA will be fully rolled out to the Xiaopeng Ultra models in the first q
Three Robotaxi models will be launched in 2026
Gaode Becomes the First Global Ecosystem Partner
Robotaxi is one of the important applications of Xiaopeng's physical AI. He Xiaopeng said, For Robotaxi to move towards larger scales and the world, the vehicle manufacturers must do it in person.n
Since the first Robotaxi was put into operation worldwide in 2018, the Robotaxi industry has still not been able to transition from a technology pilot to a widespread popularization phase.
It is evident that there are several issues in the Robotaxi industry that need to be resolved, including high modification costs, limited fleet size, small operational scope, and numerous ride-hailing restrictions.
To this end, Xiaopeng Motors plans to launch three Robotaxi models by 2026, and will also initiate Robotaxi trial operations.
At the core level of autonomous driving hardware and software, Xiaopeng's Robotaxi is equipped with four Turing AI chips, with a computing power of up to 3000TOPS (Tera Operations Per Second, trillion operations per second) at the vehicle end, which

Moreover, Xiaopeng Robotaxi does not rely on LiDAR and high-precision maps, but can handle different road types and traffic environments around the world through a pure visual solution. With the help of Xiaopeng's second-generation VLA, it can achiev
To maximize driving safety, XPeng's Robotaxi is equipped with a dual-redundant hardware architecture, which has two sets of hardware that can backup each other, enabling quick switching in case of failure.
XPeng Motors is attempting to build a Robotaxi ecosystem with its global partners, and XPeng Robotaxi will open its SDK (Software Development Kit).
He Xiaopeng announced that Gaode will become the first global ecological partner of Xiaopeng Robotaxi. In the future, both sides will jointly provide Robotaxi services worldwide.

Regarding the future development direction of driverless technology, He Xiaopeng proposed two new ideas: one is the fully shared mode of Robotaxi, and the other is the privately owned mode, which is a L4 level experience car with a driver.
Based on the above vision, Xiaopeng Motors plans to simultaneously launch a new intelligent driving version, Robo, in 2026.
He Xiaopeng said that 'Robo' and Robotaxi share the same hardware configuration, safety redundancy and intelligent driving capability. It comes with two sets of intelligent driving modes to meet users' diverse needs.

Humanoid Robots Are a $20 Trillion Market in the Future
Xiaopeng's new generation humanoid robot attracts attention
The automotive industry is now a $10 trillion market worldwide, but robotics will be a $20 trillion market. He Xiaopeng said that if robotics can overcome the technical and product inflection points, it will grow at a very high speed.
Before He Xiaopeng made the above judgment, the new generation of Xiaopeng humanoid robot IRON, with its highly humanized appearance and cat-like gait, became the focus of Xiaopeng Technology Day 2025.
The new generation of Xiaopeng humanoid robot, IRON, has achieved comprehensive upgrades in bionics structure, intelligent system, and energy architecture compared with the initial IRON. It has achieved extreme anthropomorphism in appearance and inte

In appearance, Xiaopeng's new generation of humanoid robot, IRON, has a human-like spine, bionic muscles, and fully wrapped flexible skin, which can support customization for different body shapes. With 82 degrees of freedom throughout its body, it c
In terms of thinking and interaction, the new generation of Xiaopeng humanoid robot IRON is equipped with three Turing AI chips, with effective computing power reaching 2250TOPS. It is also the first to carry Xiaopeng's first-generation physical worl

The 'VLT large model' of Xiaopeng Motors is a new large model developed specifically for robots. It is regarded as the core engine for robots to act autonomously, enabling them to achieve deep thinking and independent decision-making capabilities.
He Xiaopeng said that Xiaopeng Motors' humanoid robot will prioritize entering commercial scenarios to provide services. By 2026, the humanoid robot of Xiaopeng Motors will enter Xiaopeng Motors dealerships to assist with product explanations and ser
At the same time, He Xiaopeng analyzed the current challenges facing the development of the humanoid robot industry, including the lack of training data and difficulties in achieving large-scale production.
In response, Xiaopeng Motors has established its first embodied intelligent data factory in Guangzhou, and with the advantage of its AI automotive technology, Xiaopeng Robotics aims to mass produce high-level humanoid robots by the end of 2026.
I hope that next year, Xiaopeng (Automotive) will be the first Chinese company to mass produce high-level humanoid robots. He Xiaopeng said that the team invested by Xiaopeng in AI vehicles will work with the robot team to solve all software and hard
To accelerate the application and deployment of humanoid robots, XPeng's latest generation humanoid robot, IRON, will open its SDK to global developers to build a humanoid robot application ecosystem together.

Baosteel has become the first global partner of Xiaopeng's humanoid robot application ecosystem. Zou Jixin, the member of the Party Committee of China Baowu Steel Group, Secretary of the Party Committee and Chairman of Baosteel, said, 'In the near fu
He Xiaopeng revealed the production schedule of flying cars
Predicting that the growth rate of flying cars will be faster than that of conventional cars.
Xiaopeng Auto has displayed its vision of the future of physical AI transportation, which includes not only Robotaxi and humanoid robots, but also flying cars.
He Xiaopeng said that Xiaopeng Huitian is building two sets of flight systems for low-altitude travel, namely the land aircraft for personal low-altitude flight and the all-tilt hybrid electric flight car A868 for multi-person low-altitude and effici

Taking A868 as an example, with its full-tilt configuration, it is built on Xiaopeng's Kunpeng super range architecture. It uses a self-developed aviation-grade hybrid power core to provide continuous and sufficient energy supply. It is expected to a
He Xiaopeng revealed that the A868 is currently officially entering a critical phase of flight validation, while Xiaopeng Huatian's land-based aircraft carrier has officially entered the eve of production. Global orders have exceeded 7,000 units.
Xiaopeng Hover Technology's flying car production factory has started trial production on November 3rd and successfully rolled off the first land-based aircraft carrier aircraft. The factory achieves deep integration of aviation-level quality standar
Meanwhile, Xiaopeng Flying Car will implement the "Senior Management First Flight" program, where the Xiaopeng Huitian management team must personally verify flight safety before mass production and delivery, and the flight mileage must exceed 5,000

The low-altitude economy is another trillion-dollar emerging industry following the new energy vehicle industry. With the gradual commercialization of flying cars, the scenario of low-altitude travel is constantly expanding.
XPeng Huitian will partner with the Dunhuang Municipal Government to launch the first low-altitude self-driving travel route in Northwest China in 2026. This will create a three-dimensional travel experience of self-driving flight and bring flying ca
Xiaopeng He said, The growth rate of flying cars will definitely be higher than that of regular cars, and their future market share will also exceed that of regular cars.
Looking ahead, the emergence of Xiaopeng Motors will continue. He Xiaopeng said that the future of physical AI starts from now. (CIS)


