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Rivian Automotive (NasdaqGS:RIVN) Earnings Call Presentation
2025-12-11 17:00
Rivian Autonomy & AI Day Overview - Rivian held its Autonomy & AI Day in 2025 to discuss their next-generation vehicle autonomy systems, hardware, and software architecture[2] - The presentation included forward-looking statements subject to risks and uncertainties[2, 3] Autonomy System Components - Rivian is developing a Large Driving Model (LDM) and Autonomy Data Recorder[9, 10] - The company is working on Universal Hands-Free driving capabilities, aiming for point-to-point functionality[21, 23, 25, 26] - Rivian is creating Rivian Unified Intelligence, integrating various AI agents[29, 222, 224, 228] Hardware and Software - The Gen 3 Autonomy Computer has a neural engine capable of 800 TOPS (Sparse, INT8) and can process 5 billion pixels per second[15] - The Gen 3 Autonomy Computer has 4x peak performance of Gen 2 computer with 2.5x improvement in power efficiency[61] - The Rivian Autonomy Processor (RAP1) is a multi-chip module using TSMC 5nm Automotive node, with 800 TOPS neural compute[64, 65, 72, 74, 77, 81] - Integrated Memory Technology provides 205 GB/sec bandwidth[68] Data and Learning - Rivian uses a data flywheel approach, incorporating onboard data recording, cloud processing, and software updates[8, 106, 215] - The Autonomy Data Recorder captures and collates data, which is then anonymized and auto-labeled[10, 138, 164] - Rivian leverages over 3.5 million miles of driving data for training[211] Sensors - R2 vehicles will feature 11 cameras (65MP), 5 radars, and 1 LiDAR[51]