XPENG(US:XPEV) Feng Huang Wang·2025-11-05 07:46Core Insights - The CEO of XPeng Motors, He Xiaopeng, revealed significant investments in AI and autonomous driving model development, specifically in the VLA technology route [1][3] - The company has invested over 2 billion in training costs for the VLA project, which faced numerous challenges and internal discussions about its viability [3] Investment and Financials - From 2024 to the present, XPeng Motors has utilized 30,000 cards of computing power for its AI research [1] - The training expenses have been substantial, with monthly bills exceeding 100 million, leading to considerable financial pressure [3] Technological Advancements - A breakthrough in the VLA project occurred in the second quarter of this year, allowing the company to shift focus from the standard VLA development to the new technology [3] - This advancement is expected to accelerate the upgrade of XPeng's autonomous driving capabilities by nearly two years [3]