TheTechno Optimist.

XNGP / VLA 2.0XPeng—VLA 2.0 deployed across XPeng vehicle and robot platformsIRONXPeng—XPeng starts its IRON humanoid production line; the first robot walks off on its ownIRONXPeng—IRON arm production line launches; first unit walks off autonomouslyIRONXPeng—XPeng robotics division Series A: $900M at $6.3B valuationIRONXPeng—XPeng robotics Series A: $900M+ at $6.3B valuation

XPeng

IRON robotics arm, robotaxis, proprietary AI chips

CNpublicest. 2014xpeng.com (opens xpeng.com)Checked 11 Oct

The brief

Analyst view
  • XPeng has delivered 100,000+ EVs; its IRON humanoid robot went into production in Sep 2026.
  • Robotics unit raised over $900M at a $6.3B valuation; IRON mass production due by end-2026, sales in 2027.
  • Xpeng robotaxis run on its Turing chip and VLA 2.0, with trial service in Guangzhou late 2026.

Technical approach

As reported
Proprietary AI Chip

Turing chip for edge autonomous systems

XPeng makes Turing, its own silicon for running VLM-based driving and robotics with no cloud dependency.

IRON Robotic Arms

Humanoid design for industrial tasks

IRON arms use humanoid proportions for flexible reach and load across manufacturing, assembly and logistics tasks.

Vision-Language Models

VLA 2.0 unifies vision and planning

One neural network for both perception and decision-making, running on Turing at the edge for low-latency responses.

Robotaxis

End-to-end autonomous platform

Three-model robotaxi fleet on Turing and VLA, trial service in Guangzhou targeting late 2026 launch.

Primer