XPEV hardened every thesis it touched. Custom Turing silicon shipped 200k units and targets 1M this year with VW as first external customer, while compute demand estimates for physical AI training jumped to 1000x vehicle requirements.
Tessara post-call read · synthesized from the earnings-call transcriptreported Mar 20, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.