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通过大众JV的AI语音助理技术
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Rivian在2026年10月29日透露，它扩大了与大众汽车集团的合资企业，作为公司更广泛的电气架构和软件伙伴关系的一部分，其AI语音助理技术的许可要素。 披露内容出现在里维安的2026年第三季度收益列报中，公司当天在其投资者关系网站上公布了该列报内容并提供给了证券交易委员会。
此次演讲将扩大许可范围描述为“我们内部所建平台的可扩展性的一个证明。 它称里维安助理于2026年10月抵达了R2，将R1上已经提供的无手，有声电的控制带入了更新型的车辆，公司10月的超空更新将Gmail集成到助理身上。 该专题介绍是作为首席财务官克莱尔·麦克多纳签署的关于表格8-K的本期报告的展品提供的。 报告指出里维安宣布其2026年第三季度的成绩，并于2026年10月29日公布介绍，SEC的EDGAR系统同日接受了备案。
许可技术背后的软件平台
根据介绍，里维安在名为"里维安OS 2"的AI自定义平台上重建了整个信息娱乐体验，贯穿其所有消费车辆，交付了重新设计的界面，以"不真实引擎"5"实时"路线警报"所制造的下一代图形引擎，并更深入地与里维安统一智能融合，公司称其为"其共同的AI基础". Rivian 称，由于它控制了完整的车辆技术堆栈，横跨了计算，传感器，显示器，照明，和声音，它可以推出快速，全车的超空更新，它描述这种垂直融合是一个核心的竞争性差异。
演示中被命名的近期空中外加作品有"Pet Cam"(Pet Cam)，它让R2的主人公从里维安的app中看到一只宠物的活景；还有用Sony相片创建的万圣节模式，它通过同步照明，声音，显示，以及单个更新后的声音，将"幽灵快活"宇宙带到了每个里维安的车辆。
合资企业来源和投资条件
Rivian and Volkswagen Group 宣布该合资企业的发布，于2024年11月12日被命名为Rivian and VW Group Technology, LLC，交易总规模可达58亿美元，预计于2024年11月13日开业。 2024年的公告称，在收益材料中被称为RV Tech，将把里维安的软件和电气架构技术与大众汽车集团的全球规模和车辆平台能力结合起来，并作为一个独立的公司运作。 里维安的瓦西姆·本赛德被确定为该企业和大众汽车集团的卡斯腾·赫尔宾(英语：Carsten Helbing)的联合首席执行官，是其指定的未来的联合首席执行官，团队最初将设在加利福尼亚州的帕洛·阿尔托(英语：Palo Alto, California)，另外还有三个开发地点位于北美和欧洲。
根据2024年协议，大众汽车集团计划到2027年在里维安和合资企业投资高达58亿美元：最初是10亿美元的可兑换纸币，作为背景知识产权许可和该企业50%股权的考虑，关闭时约为13亿美元，再增加高达35亿美元的股本，可兑换的指出，以及债务与确定的运营，技术，金融里程碑挂钩。 发布公告称该企业的技术将支持里维安R2的上半部2026 发布，以及早在2027年就使用该技术的首个大众汽车集团模型的到来，联合团队已经建造了一款初期可驾驶的示范车，一款大众汽车集团车辆被改造后在里维安的区块硬件设计和综合技术平台上运行，在12周内。
合资企业收入和大众融资
里维安2026年第三季度的成绩，同日的发布，将企业的商业贡献量化。 公司报告软件和服务收入为6.05亿美元，同比增长45%，毛利润为2.56亿美元，差幅为42%，而称 3.54亿美元，即59%，是同大众汽车集团合资经营的。 这主要是由于车辆电气结构和软件开发服务、车辆维修和保养，以及自动+付费软件的提供，但部分被重新销售销售额下降所抵消。 收入列报中的一则脚注指出，里维安预计到2028年中左右，将确认投资企业的履约义务收入，以进一步开发，定制并增强里维安车辆电气架构技术和软件，供大众汽车集团未来车辆程序使用，同时指出，这一预期随着时间推移而变化并可能在未来发生变化。
总体而言，里维安报告第三季度收入为21.55亿美元，年增长38%，创纪录地交付了19,248辆汽车，增长46%，并改进了2026年全年交付指导，从65,000至70,000至67,000至70,000辆不等。
大众汽车集团在合资企业技术工作的同时继续提供资金。 2026年10月7日，里维安宣布以6.03%的固定年利率从大众集团获得10亿美元非追索性10年期贷款融资。 该介绍称，另外4.6亿美元的大众汽车集团股权投资针对的是首台大众汽车集团车辆在路上装有RV Tech硬件和软件的较早时间或2028年1月，但需满足一定条件。
Rivian 称将在2026年12月9日的自治和AI日分享更多关于自主和软件路线图的信息。
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
Partnerships
Rivian Licenses AI Voice Assistant Technology Through Volkswagen JV
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Rivian disclosed on October 29, 2026, that it expanded its joint venture with Volkswagen Group, licensing elements of its AI Voice Assistant technology as part of the companies’ broader electrical architecture and software partnership. The disclosure appears in Rivian’s third-quarter 2026 earnings presentation, which the company published that day on its investor relations website and furnished to the Securities and Exchange Commission.
The presentation describes the licensing expansion as “a proof point for the extensibility of the platform we’ve built in-house.” It states that Rivian Assistant arrived on the R2 in October 2026, bringing the hands-free, voice-powered control already offered on the R1 to the newer vehicle, and that the company’s October over-the-air update added Gmail integration to the assistant. The presentation was furnished as an exhibit to a current report on Form 8-K signed by Chief Financial Officer Claire McDonough. The report states that Rivian announced its third-quarter 2026 results and published the presentation on October 29, 2026, and the SEC’s EDGAR system accepted the filing the same day.
The Software Platform Behind the Licensed Technology
According to the presentation, Rivian rebuilt its entire infotainment experience on an AI-defined platform called RivianOS 2 across all of its consumer vehicles, delivering a redesigned interface, a next-generation graphics engine built on Unreal Engine 5, real-time route alerts, and deeper integration with Rivian Unified Intelligence, which the company describes as its common AI foundation. Rivian says that because it controls the full vehicle technology stack, spanning compute, sensors, displays, lighting, and sound, it can roll out rapid, vehicle-wide over-the-air updates, and it describes that vertical integration as a core competitive differentiator.
Among the recent over-the-air additions named in the presentation are Pet Cam, which gives R2 owners a live view of a pet from the Rivian app, and a Halloween Mode created with Sony Pictures that brought the Ghostbusters universe to every Rivian vehicle by synchronizing lighting, sound, displays, and voice from a single update.
Joint Venture Origins and Investment Terms
Rivian and Volkswagen Group announced the launch of the joint venture, named Rivian and VW Group Technology, LLC, on November 12, 2024, with a total deal size of up to $5.8 billion and the venture expected to start on November 13, 2024. The 2024 announcement said the venture, referred to as RV Tech in the earnings materials, would combine Rivian’s software and electrical architecture technology with Volkswagen Group’s global scale and vehicle platform competencies, and would operate as an independent company. Rivian’s Wassym Bensaid was identified as co-CEO of the venture and Volkswagen Group’s Carsten Helbing as its designated future co-CEO, with teams to be based initially in Palo Alto, California, and three additional sites in development in North America and Europe.
Under the 2024 agreement, Volkswagen Group plans to invest up to $5.8 billion in Rivian and the joint venture by 2027: an initial $1 billion convertible note, about $1.3 billion at closing as consideration for background intellectual-property licenses and a 50 percent equity stake in the venture, and up to $3.5 billion more in equity, convertible notes, and debt tied to defined operational, technical, and financial milestones. The launch announcement said the venture’s technology would support the first-half 2026 launch of Rivian’s R2 and the arrival of the first Volkswagen Group models using the technology as early as 2027, and that the combined teams had built an initial drivable demonstrator, a Volkswagen Group vehicle retrofitted to run on Rivian’s zonal hardware design and integrated technology platform, in twelve weeks.
Joint Venture Revenue and Volkswagen Financing
Rivian’s third-quarter 2026 results, released the same day, quantified the venture’s commercial contribution. The company reported software and services revenue of $605 million, up 45 percent year over year, with gross profit of $256 million at a 42 percent margin, and said $354 million, or 59 percent, of that revenue was attributable to the joint venture with Volkswagen Group. It attributed the segment’s growth primarily to vehicle electrical architecture and software development services, vehicle repair and maintenance, and its Autonomy+ paid software offering, partially offset by lower remarketing sales. A footnote in the earnings presentation states that Rivian expects to recognize revenue through approximately mid-2028 for the venture’s performance obligation to further develop, customize, and enhance Rivian’s vehicle electrical architecture technology and software for use in Volkswagen Group’s future vehicle programs, while noting that this expectation has changed over time and could change in the future.
Overall, Rivian reported third-quarter revenue of $2.155 billion, up 38 percent year over year, on record deliveries of 19,248 vehicles, up 46 percent, and it improved its full-year 2026 delivery guidance from a range of 65,000–70,000 to 67,000–70,000 vehicles.
Volkswagen Group financing has continued alongside the joint venture’s technical work. On October 7, 2026, Rivian announced the funding of a $1 billion non-recourse 10-year term loan facility from Volkswagen Group at a 6.03 percent fixed annual interest rate. The presentation states that an additional $460 million Volkswagen Group equity investment is targeted at the earlier of the first Volkswagen Group vehicle with RV Tech hardware and software on the road or January 2028, subject to certain conditions.
Rivian said it will share more about its autonomy and software roadmap at an Autonomy and AI Day scheduled for December 9, 2026.
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