Overview
- Li Auto is reported to be reshaping R&D around three groups — foundation model, software, and hardware — splitting up its autonomous driving team as it recruits for humanoid robotics, with internal messages indicating a plan to debut a robot.
- According to media reports citing insiders, Li Auto’s Lang Xianpeng is set to lead the hardware body team focused on robots reporting to president Ma Donghui, autonomous driving moves under software lead Gou Xiaofei, and the foundation model group is led by Zhan Kun reporting to CTO Xie Yan.
- Alibaba’s Pingtouge officially listed its Zhenwu 810E AI PPU, with Alibaba Cloud running multiple 10,000‑card clusters serving more than 400 customers including State Grid, CAS, Xpeng and Weibo.
- IDC data show BYD surpassed Tesla in 2025 global BEV sales, with BYD delivering 2,256,714 units versus Tesla’s 1,636,129, highlighting the strength of BYD’s entry‑level models.
- Tesla’s Elon Musk told investors China will be its strongest rival in humanoid robots, while Meta reported Q4 revenue up 24% to $59.89 billion as Reality Labs posted a $6.02 billion quarterly loss and nearly $19.2 billion for the year.