In China, conversations about AI used to center on large language models and internet services. Over the last few years, however, the keywords in China has been shifting toward “物理AI (Physical AI)” and “具身智能 (embodied intelligence)”. At the center of this shift stands Xpeng (小鹏汽车) – a company that started life as an EV startup … Continue reading Xpeng’s Physical AI Pivot: How China’s EV Challenger Is Building a Multi-Carrier Embodied Intelligence Platform (2025–2030 Outlook)