
里维安与大众集团58亿美元的合资企业将扩大至包括人工智能助手。
The $5.8 billion joint venture between Rivian and Volkswagen Group is expanding to include AI assistants.
根据里维安周四发布的第三季度投资者演示文稿,里维安现在正在将其人工智能语音助手技术的部分元素授权给大众集团,作为更广泛合资企业的一部分。
Rivian is now licensing elements of its AI voice assistant technology to Volkswagen Group as part of the broader joint venture, according to the company’s third-quarter investor presentation released Thursday.
里维安没有披露授权费用、支付条款,或哪些大众汽车将使用该技术。然而,该人工智能助手最近已在里维安车辆上推出,可能会在大众的低价电动汽车ID EVERY1上首次亮相。这款小型四门掀背车计划成为合资企业下首款使用里维安软件和电气架构的大众汽车,该合资企业成立于2024年。
Rivian didn’t disclose the licensing fees, payment terms, or which Volkswagen vehicles will use the technology. However, the AI assistant, which recently rolled out to Rivian vehicles, could make its Volkswagen debut in the automaker’s low-cost EV called the ID EVERY1. The small four-door hatchback is slated to be the first VW vehicle to use Rivian’s software and electrical architecture under the joint venture established in 2024.
里维安与大众集团的合资企业此前至少在财务上已经扩大过一次。两家公司最初宣布成立一家估值高达50亿美元的合资企业,但几个月内,大众就将其投资承诺提高到到2027年向里维安投资最多58亿美元。最初的合作关系通过一家于2024年11月开始运营的独立公司正式确立,重点是将里维安的电气架构和软件引入大众下一代车辆。
The joint venture between Rivian and VW Group has already expanded once before, at least financially. The companies initially announced a joint venture valued up to $5 billion, but within months VW upped its commitment to invest up to $5.8 billion in Rivian by 2027. The initial tie-up, formalized through an independent company that kicked off in November 2024, focused on bringing Rivian’s electrical architecture and software to Volkswagen’s next generation of vehicles.
里维安将扩大至包括其人工智能助手技术元素描述为“我们内部构建的平台可扩展性的一个证明点”。里维安花了两年时间开发其人工智能助手,然后在去年展示了它。该开发工作持续的时间比预期更长,助手最终于2026年5月在其旗舰R1S SUV、R1T皮卡上推出,并于10月在其新的中型R2 SUV上推出。
Rivian described the expansion to include elements of its AI assistant technology as “a proof point for the extensibility of the platform we’ve built in-house.”Rivian spent two years developing its AI assistant before showing it off last year. That development work continued longer than expected, with the assistant finally rolling out in May 2026 to its flagship R1S SUV, R1T pickup truck, and in October to its new midsize R2 SUV.
Rivian对其AI助手寄予厚望,该助手可让驾驶员和乘客与车辆交互并控制某些功能。Rivian创始人兼首席执行官RJ Scaringe在Disrupt 2026大会台上对TechCrunch表示,公司已打造出自有的智能体框架,该框架能理解人们在同车辆对话时想要执行的操作,并将其路由到车辆软件中正确的部分。这一能力最终可能让Rivian车辆运行由其他公司创建的AI智能体,包括Anthropic。
Rivian has big aspirations for its AI assistant, which allows drivers and passengers to interact with the vehicle and control certain functions. Rivian founder and CEO RJ Scaringe told TechCrunch onstage at Disrupt 2026 that the company has created its own in-house agentic framework that understands what action a person wants to take when they talk to the vehicle, and routes it to the right part of the car’s software. That capability could eventually allow Rivian vehicles to run AI agents created by other companies, including Anthropic.
自研AI助手项目也契合Rivian推进更高程度垂直整合的努力——这是公司在第三季度财报中强调的一项战略。
The in-house AI assistant program also fits into Rivian’s push to become more vertically integrated — a strategy the company emphasized in its third-quarter earnings report.
公司在投资者演示材料中指出:“我们对垂直整合的不懈专注仍是核心的差异化竞争优势,使Rivian能够无缝统一硬件与软件架构,为客户创造显著价值。”
“Our relentless focus on vertical integration remains a core competitive differentiator, allowing Rivian to seamlessly unify our hardware and software architecture to deliver significant value to our customers,” the company noted in its investor presentation.
这一战略促使Rivian对旗舰车型R1T皮卡和R1S SUV进行了全面改造,从电池组和悬挂系统到电气架构、传感器套件以及软件用户界面均有所改动。其新的电气架构系统和计算平台大幅减少了线束用量,并将用于控制车辆的电子控制单元(即计算机)总数从17个不同ECU减少到7个。Rivian认为,这一基础将使其能够打造可满足先进软件和自动驾驶所需算力需求的车辆。
That strategy led to Rivian overhauling its flagship R1T truck and R1S SUV, changing everything from the battery pack and suspension system to the electrical architecture, sensor stack, and software user interface. Its new electric architecture system and compute platform slashed the amount of wiring used and reduced the total number of electronic control units, or computers, used to control the vehicle from 17 different ECUs to seven. That foundation, Rivian argued, would allow it to build vehicles that can handle the computing demands required for advanced software and automated driving.
这项技术引起了大众汽车的关注(以及资金投入)。大众汽车一直难以向客户提供特斯拉等竞争对手所具备的现代化、以软件为核心的车辆。
That technology caught the attention (and money) of VW, which has struggled to offer customers a modern software-centric vehicle found in competitors like Tesla.
Rivian在投资者演示中多次阐述其垂直整合的优势,指出由于它掌控了整个技术栈,包括计算、传感器、显示屏、照明和音响,“能够快速推出覆盖全车的OTA更新,远远超出基本功能。”
Rivian made that vertical-integration case repeatedly in its investor presentation, noting that because it controls the entire technology stack, including compute, sensors, displays, lighting, and sound, “it can roll out rapid, vehicle-wide OTA updates that go well beyond the basics.”