XPeng Inc. announced a dual‑product push that will broaden its “Physical AI” portfolio: a trio of robotaxi models slated for 2026 and a second‑generation Iron humanoid robot that will begin service as a tour guide and sales assistant in XPeng facilities before expanding to other commercial roles.
The robotaxi announcement details three models that will each house four in‑house Turing AI chips, delivering a combined 3,000 TOPS of computing power. The vehicles will run XPeng’s Vision‑Language‑Action (VLA) system and will be supported by a partnership with Alibaba’s Amap, which will provide digital mapping and a ride‑hailing portal. Trial operations are expected to begin in 2026, positioning XPeng to compete directly with Tesla and other robotaxi entrants such as Pony.ai and WeRide.
The second‑generation Iron robot will be powered by three Turing chips, delivering 2,250 TOPS, and will feature a solid‑state battery. The company said the robot will initially serve as a tour guide and sales assistant in XPeng facilities, with plans to roll it out to other commercial settings as production scales. The move signals XPeng’s intent to monetize its AI hardware beyond automotive applications.
XPeng’s announcements underscore a strategic shift toward AI‑driven mobility and robotics. By integrating its own high‑performance chips and VLA software, the company is pursuing vertical integration that could reduce reliance on external suppliers and accelerate time‑to‑market. The robotaxi and humanoid robot initiatives also broaden potential revenue streams, allowing XPeng to capture value from both transportation and service‑robot markets—an approach that could rival Tesla’s “Physical AI” vision and position XPeng as a diversified AI‑hardware platform provider.
Financially, XPeng’s Q2 2025 results showed revenue of RMB 18.27 billion, slightly below analyst expectations of RMB 18.38 billion, and vehicle deliveries of 103,181 units versus an expected 105,000. Despite the modest miss, the company’s revenue growth remained robust, and margins improved as the company scaled its AI platform and leveraged cost efficiencies from its in‑house chip development. The new product launches are expected to further strengthen the company’s top‑line growth trajectory while adding higher‑margin AI‑hardware revenue.
CEO He Xiaopeng emphasized the company’s “Physical AI” philosophy, noting that the humanoid robot’s sales could eventually outpace car sales. He also highlighted that technology development has exceeded expectations, reversing a 2024 forecast that robotaxi viability would take five years. These statements signal confidence in XPeng’s ability to execute on its ambitious AI roadmap and to capture new market opportunities.
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