He Xiaopeng: He "burned" more than 2 billion to develop AI, and once "spent more than 100 million a month"

November 5,At the 2025 Xpeng Technology Day, Xpeng Motors CEO He Xiaopeng disclosed the company’s huge investment in the research and development of AI and autonomous driving large models. He Xiaopeng said that in order to explore innovative VLA technology routes, Xpeng MotorsFrom 2024 to now, 30,000 cards of computing power have been invested.

He Xiaopeng admitted that the investment in this research and development was huge."More than 2 billion in training expenses were burned". He described this process as full of challenges, because for a long time "I never saw any hope", and the R&D team even "discussed many times whether to kill this VLA team project."

According to He Xiaopeng, the training cost of the VLA project is high."The bills you pay every month"This brought huge pressure, and there was even a situation where "more than 100 million was spent on training this month."

He Xiaopeng said that untilsecond quarter of this year, this innovative VLA solution based on the physical world model and skipping the language link suddenly achieved a technological breakthrough. This breakthrough prompted Xpeng Motors to decide to stop the development of standard VLA solutions and focus on new technologies. He Xiaopeng believes that this development will advance Xiaopeng’s autonomous driving upgrade by nearly two years.