Nvidia

Over the past five years, China's EVs have perhaps been the most surprising development in the world, Huang said.

Xpeng's Turing chip will be officially mass-produced in the second quarter, and will first be used in one of its new models, according to local media.

Li Auto will upgrade the smart driving chips in updated models, starting to use the Nvidia Thor-U chip and providing LiDARs as standard across all models.

A large SUV that Zeekr will launch this year will feature the smart driving domain controller based on Nvidia's Drive Thor.

Xpeng is considering shelving plans to adopt the Thor chip in next year's new models, while Nio has no plans to use the Thor chip in next year's models, according to local media.

Nio's models currently come standard with four Nvidia Orin chips, but it will carry its own in-house developed chip in the ET9, which it will start delivering next year.

Li Auto's local counterpart Nio has unveiled its first in-house developed autonomous driving chip, which will be used in the ET9 executive flagship sedan.

Nvidia has posted a job ad for its autonomous driving China team, led by former Xpeng smart driving chief Wu Xinzhou.

The next opportunity is at AIGC and auto, where Xpeng's deeper collaboration with Nvidia is about to begin, the EV maker's CEO said.

Xpeng sees Nvidia's Drive Thor's 2,000 Tops of computing power as too much and has made a request for a customized Thor chip with 750 Tops of power, according to local media.