Core Insights - The release of the second-generation VLA by XPeng Motors represents a significant advancement in the automotive industry, introducing a new paradigm in physical modeling that allows for direct output from visual signals to action commands without language translation [1][2] - The second-generation VLA is XPeng's first mass-produced physical world model, capable of driving AI applications across various domains, including AI cars, humanoid robots, and flying cars [1] - The model boasts a parameter scale in the billions, significantly surpassing the industry standard of tens of millions, and has been trained on nearly 100 million clips, equivalent to the driving experience of a human driver over 65,000 years [1] Technological Advancements - The second-generation VLA is built on a fully optimized "chip-operator-model" chain, achieving 2,250 TOPS in the Ultra version, which enhances the capabilities of XPeng's intelligent driving systems [1] - The introduction of "Xiaolu NGP" has increased the average takeover mileage on complex roads by 13 times, showcasing the model's advanced learning and generalization capabilities [1] - The industry-first "No Navigation Automatic Assisted Driving" feature, Super LCC+ Human-Machine Co-Driving, can be activated globally without reliance on navigation, demonstrating the model's emergent intelligence [1] Future Plans - XPeng plans to launch the second-generation VLA for pioneer co-creation experiences in December 2025, with a full rollout in the first quarter of 2026 alongside the Ultra model [2] - Volkswagen has been announced as the strategic partner for the launch of the second-generation VLA, with XPeng's Turing AI chip already secured for Volkswagen [2]
小鹏(09868)第二代VLA重磅发布，带来“物理世界模型”新范式