At its 2025 AI Day, XPENG made a significant strategic pivot, announcing its new identity as a "global embodied intelligence company" and backing this with a suite of "Physical AI" products that already have clear mass-production timelines.

The cornerstone of this transformation is XPENG VLA 2.0, a large model built for action in the real world. It breaks from the conventional "Vision-Language-Action" chain by using a "Vision-Implicit Token-Action" path, enabling direct generation of action commands from visual signals. This results in faster, more nuanced decision-making for complex tasks such as navigating unmapped narrow roads. Trained on real driving data equivalent to 65 000 years of extreme driving, the model has demonstrated untrained emergent capabilities—like recognizing hand gestures—and will be rolled out to XPENG Ultra models in Q1 2026.

To accelerate global collaboration, XPENG VLA 2.0 will be made available as an open-source platform for business partners, with Volkswagen announced as its first launch customer.

Beyond the AI brain, XPENG unveiled three key embodied-intelligence products set for 2026:

1. Robotaxi – Positioned as China’s first full-stack self-developed and mass-produced Robotaxi, designed from the ground up to be driverless. It relies on a pure-vision solution without lidar, features a dual-redundancy safety architecture, and includes an external display for pedestrian interaction. Amap was named its first global ecosystem partner.
2. Next-Gen IRON Humanoid Robot – A leap toward extreme anthropomorphism, featuring a bionic spine, flexible skin, and 82 degrees of freedom for fluid, human-like movement. Powered by three Turing AI chips, it targets large-scale mass production by end-2026, with Baosteel as an initial industrial-application partner.
3. Flying Cars (by ARIDGE) – Extending XPENG’s mobility vision into the low-altitude economy, the “Land Aircraft Carrier” is on the eve of mass production with over 7 000 orders, while the new “A868” tilt-rotor flying car for longer trips has entered flight verification. A partnership with the Dunhuang government will launch a low-altitude tourism route in 2026.

With these launches, XPENG is moving beyond conceptual talks—presenting a unified ecosystem in which its self-developed AI brain powers intelligent hardware across both land and air.