小鹏汽车董事长何小鹏在发布会上宣布，公司2026年战略聚焦“物理AI”与“全球化”。这标志着小鹏正加速技术落地与量产进程。何小鹏称2026年将是飞跃之年，计划推出第二代VLA等创新技术，并实现L4级自动驾驶。
小鹏汽车董事长何小鹏近日分享赴美交流洞察，认为AI行业整体无泡沫，仍处起步阶段。他指出，未来三年物理AI领域可能迎来重大突破，自动驾驶有望直接跨越至准L4或完整L4级别，人形机器人也将实现技术飞跃。
Rivian宣布自研AI芯片，旨在实现完全自动驾驶，追赶特斯拉等竞争对手。公司推出专有芯片及一系列新功能，目标为销售L4级自动驾驶汽车。
英伟达在NeurIPS2025发布L4级自动驾驶推理模型Alpamayo-R1，基于Cosmos-Reason系列，可同时处理摄像头、激光雷达和文本指令，通过内部推理输出驾驶决策。模型采用视觉、语言、动作三模态端到端统一架构，避免模块误差叠加，旨在为车辆赋予“人类常识”。
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