XPeng's AI Day: The Leap from Electric Vehicle to Embodied-AI

On November 5, 2025, XPeng used its AI Day ("Emergence") in Guangzhou to reinforce its strategic shift from being a pure electric vehicle manufacturer to an Embodied-AI player . The message: Software, proprietary chips, and services will serve as a second pillar of revenue alongside vehicles. VLA 2.0 makes "see → act" ready for series production At the core is VLA 2.0 . Instead of using speech or map commands as an intermediary, the model generates driving actions directly from camera signals – end-to-end. This is evident in "SuperLCC+"...