COMPANIES · ROBOTICS & PHYSICAL AI

XPeng

Chinese electric-car maker that also develops its own driving-assistance software, in-house Turing AI chips, robotaxis, humanoid robots and flying cars.

ApplicationRobotics & physical AI
What it does

Chinese electric-car maker that also develops its own driving-assistance software, in-house Turing AI chips, robotaxis, humanoid robots and flying cars.

Why it matters

XPeng is one of the carmakers trying to own the full physical-AI stack, from its Turing chips to its VLA driving model; it says its mass-produced robotaxi has completed internal test orders and targets passenger operations without a safety driver by 2027.

How it makes money

Mainly sells electric vehicles to consumers in China and overseas, with smaller revenue from services, parts and technology licensing.

Geography

China (Guangzhou)

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Competitors

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (2)

XPeng plans robotaxi services through Alibaba's Amap with Alibaba Group
Partners withDated / announced
SCMP reported XPeng said it will roll out robotaxi services using Alibaba Group's mapping service Amap in 2026.

Source: 2025-11-05 · reviewed 2026-10-02

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: Plan announced in 2025; does not establish launch, fleet size, commercial terms or revenue sharing. Speaker attribution narrowed to the company as reported.

Chinese EV maker Xpeng to roll out driverless cars with Alibaba's Amap to take on Tesla FSD ↗
XPeng announced it would use NVIDIA DRIVE Thor from NVIDIA
Uses technology fromDated / announced
NVIDIA said in March 2024 that XPENG announced it will use the NVIDIA DRIVE Thor platform as the AI brain of its next-generation EV fleets.

Source: 2024-03-18 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: 2024 announcement; XPeng has since put its own Turing AI chips into production vehicles, so this does not establish current use of NVIDIA chips, volumes or which models.

NVIDIA DRIVE Powers Next Generation of Transportation ↗

Comparisons (1)

Xiaomi competes in in-house driving chips and smart EVs with XPeng
Competes withComparison only
CarNewsChina compared Xiaomi's Xring D100 driving chip, estimated at 700 to 1,000 TOPS, with XPeng's Turing chip; both companies sell smart electric cars in China.

Source: 2026-08-26 · reviewed 2026-10-02

Evidence: Analytical comparison · Product/market overlap

Limits: Product and market overlap only; the performance figure is a press estimate, and this does not measure market share or head-to-head sales.

Xiaomi unveils China's first 3nm self-developed intelligent driving chip ↗
Evidence for this profile

XPENG Q2 2026 Earnings: Revenue RMB19.74B, Margin 20.7% ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .