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Huang said the open-source AI model, which the company is calling "Alpamayo," will bring reasoning to autonomous vehicles.
"So we want to just take advantage of this to set up both vendors for future success on a lunar landing," he said. "This is the proper way to do it, if it works out from a timing perspective, to be able to rendezvous and dock with both. ... This, again, is the right way to proceed in order to have a high confidence opportunity in '28 to land."
将芯片部门独立，意味着未来每年预计数以亿计的流片费用、顶尖人才薪资及设备折旧，将不再直接计入蔚来上市公司的利润表。这一财务腾挪，能让蔚来新一年的财报在账面上显得更为健康，毛利率和净亏损指标都将得到优化。对于急需向华尔街和投资者证明“盈利路径清晰”的李斌而言，这无异于雪中送炭。