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Kaiyuan Securities Lists Deployments of Intelligent Driving Foundation Models by Huawei/ BYD COMPANY/ NIO-SW/ XPENG-W/ LI AUTO-W/ Other Automakers (Table)
Recommend
50
Positive
83
Negative
42
Automaker│Computing Power Reserve│Intelligent Driving Foundation Model│Cloud Partner

Tesla (TSLA.US)│67.5 EFLOPS│FSD End-to-End Foundation Model│Self-built

Related NewsCLSA Likes Automakers with Clear Auto Projects, Stable Profitability; Top Picks BYD COMPANY/ XPENG
Huawei Smart Driving│7.5 EFLOPS│QianKun ADS 3.0 (Segmented End-to-End Foundation Model)│Self-built

LI AUTO-W (02015.HK)│5.39 EFLOPS│DriveVLM End-to-End Foundation Model│Volcano Engine under ByteDance

XPENG-W (09868.HK)│2.51 EFLOPS│AI Tianji (Segmented End-to-End Foundation Model)│Alibaba Cloud

Related NewsG Sachs Lists H Shrs Rated Buy Based on Earnings Revision Leading Indicator (Table)
NIO-SW (09866.HK)│1.5 EFLOPS│NIO WorldModel│Tencent Cloud, Alibaba Cloud

BYD COMPANY (01211.HK)│2000 TEFLOPS│Xuanji AI Foundation Model│Self-built

GEELY AUTO (00175.HK)│810 PEFLOPS│Xingrui Foundation Model│Alibaba Cloud

Related NewsBofAS: US Suspension of De Minimis Exemption for Imported Packages Earlier than Expected; Initial View Is Negative but Not Significant for PDD Financials
Changan Automobile (000625.SZ)│142 PEFLOPS│Changan Tianshu Foundation Model│Baidu Cloud

GWMOTOR (02333.HK)│670 PEFLOPS│DriveGPT│Volcano Engine under ByteDance

GWMOTOR (02333.HK)│100 PEFLOPS│SEE End-to-End Foundation Model│Huawei Cloud

Related NewsJPM Lifts GEELY AUTO TP to $19, Cuts TPs of NIO/ ZHONGSHENG HLDG
Source: Kaiyuan Securities Research Institute, "Finance in Three Minutes" (literal translation of "財經三分鐘") Official Account
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