Core Viewpoint - The competition in the automotive industry is shifting towards cloud computing power, which is becoming a critical factor for companies to gain a competitive edge in the era of smart vehicles [1][2]. Group 1: Cloud Computing Power - Cloud computing power is essential for training complex AI models and improving efficiency in autonomous driving, smart cockpit iterations, and large model inference [1][2]. - The current landscape shows a disparity in cloud computing power among automotive companies, with Tesla leading at approximately 100 EFLOPS, followed by companies like Li Auto and Geely [3]. - Many companies still have room for improvement, with cloud computing power concentrated between 8 EFLOPS and 12 EFLOPS [4]. Group 2: Strategic Planning and Technological Advancement - Geely's leadership in cloud computing power is attributed to its long-term strategic planning and technological advancements, particularly in electric vehicle technology [5]. - Geely has adopted a dual approach, advancing both electrification and intelligence simultaneously, as outlined in its "Smart Geely 2025" plan [6]. - The company has integrated AI across various domains, including driving assistance, power management, and chassis control, enhancing the overall user experience [9][10]. Group 3: Industry Perspective on Electrification and Intelligence - The automotive industry should not view electrification and intelligence as separate phases; both should progress concurrently to optimize development [10][11]. - The transition from fuel vehicles to electric vehicles will be gradual, with AI technology playing a crucial role in enhancing efficiency across the entire automotive value chain [11].

Group 1 - Geely is accelerating the integration of its smart cockpit business under the "One Cockpit" strategy, focusing on a unified AI OS architecture and AI capabilities [1][2] - The integration will consolidate the smart cockpit development capabilities of Geely's four brands: Zeekr, Lynk & Co, Geely, and Galaxy, enhancing resource utilization and overall strength [1][2] - Geely has launched the world's first large-scale deployable hyper-personalized emotional AI agent, Eva, which will be shared across all its brands [2][6] Group 2 - The smart cockpit business will focus on two systems: Flyme Auto and ZEEKR OS, both based on the same AI OS architecture, providing immersive AI interaction experiences [2][6] - Geely's full-domain AI technology system aims to integrate AI into various automotive domains, including driving, power, and chassis, enhancing user experience [6][7] - Geely is positioning itself as a leader in embodied intelligence, having invested in humanoid robotics through its capital arm, indicating a broader technological ecosystem beyond traditional automotive manufacturing [6][7]

Core Viewpoint - Geely is focusing on an "All in One" AI cockpit strategy, integrating a unified AI OS architecture, AI Agent, and user ID to create a smart space for autonomous collaboration between people, vehicles, and the environment [1][2]. Group 1: AI Cockpit Development - Geely will no longer develop traditional smart cockpits without AI capabilities, emphasizing the transition to AI-driven solutions [1]. - The new AI cockpit operating system, Flyme Auto 2, will first be implemented in the Lynk & Co 10 EM-P and Geely Galaxy M9 models [1][5]. - The AI cockpit is part of Geely's broader AI technology system, which includes intelligent driving, power, and chassis domains [1]. Group 2: Unified AI Ecosystem - The cockpit development system of Geely, Lynk & Co, and Zeekr is being integrated under the "One Geely, One Cockpit" principle, utilizing a common AI OS architecture [2]. - Flyme Auto and Zeekr OS are built on the same AI OS architecture but are tailored for different user needs in terms of interaction design [2]. - The AI Agent ecosystem combines cognitive and action capabilities, allowing the AI cockpit to provide proactive services [5]. Group 3: AI Capabilities and Infrastructure - Geely's AI capabilities include the ultra-human emotional AI agent Eva, which integrates various AI models for enhanced emotional interaction and task execution [2][6]. - The cloud and vehicle sides of the AI cockpit are interconnected, with Geely's Starry Center 2.0 achieving a computational power of 23.5 EFLOPS and the AI Box featuring 200 TOPS of NPU computing power [3]. - The native software architecture of the AI cockpit allows for hardware-software decoupling and a shift from application-centric to intelligent agent-centric design [3].

Group 1 - Geely has launched a new AI cockpit operating system called Flyme Auto 2, which will first be installed in the Lynk & Co 10 EM-P and Geely Galaxy M9 [2] - The company introduced Eva, the world's first large-scale deployable hyper-personalized emotional intelligent agent, which will be initially featured in the Geely Galaxy M9 [4] - Geely aims to create a unified AI OS architecture and user ID across its brands, promoting an "All in One" AI cockpit that enables autonomous collaboration between humans, vehicles, and the environment [4] Group 2 - The launch of the AI cockpit is considered strategically significant for Geely and the automotive industry, showcasing the economic benefits of platform integration and ecological collaboration [5] - Eva represents a paradigm shift from passive response to active care, transforming the nature of automotive products from consumer goods to emotional companion intelligent terminals [5] - This development may redefine the technical standards for smart cockpits in the industry and accelerate competitors' efforts in AI-native architecture development, pushing the entire sector towards an AI-driven embodied intelligence era [5]