He Xiaopeng: The best AI companies in the future will build their own chips

何小鹏：未来最好的AI公司，都会自研芯片

He Xiaopeng said XPeng's four 2026 vehicle models will use its Turing AI chip, and Ultra SE and Ultra trims will run a second-gen VLA model for entry-level L4-assisted driving. The post says MAX uses one 750 TOPS chip, Ultra SE uses two, and Ultra uses three; XPeng has entered 60 countries and regions, and VLA 2.0 is already being road-tested in Europe. The real signal is that automakers are pulling chips, models, and deployment in-house as a ceiling-on-performance play, not just a cost move.

Why it matters: The signal is not the slogan but the concrete roadmap: 4 cars, 750 TOPS per chip, 1/2/3-chip trims, and VLA 2.0 road tests. HKR-H/K/R all pass, but this is still a roadmap disclosure rather than a shipped AI-industry event, so it sits at the low end of featured.