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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。 这一披露出现在Rivian的2026年第三季度收益列报中，该公司当天在其投资者关系网站上公布了该列报，并提供给证券交易委员会。
本文将扩大许可范围描述为“我们内部所建平台的扩展性的一个证明点。 它说里维安助理于2026年10月抵达R2，将R1上已经提供的无手，语音动力控制带给新车，公司10月的超空更新将Gmail集成加到助理身上。 这次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，Rivian 宣布在2026年10月29日取得了第三季度的结果，并于2026年10月29日公布了介绍，SEC的EDGAR系统当天接受了备案。
许可技术背后的软件平台
根据介绍，里维昂在名为里维昂OS 2的AI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，基于不真实引擎5，实时路线警报的下一代图形引擎，更深入地融入里维昂统一情报，公司称这为其共同的AI基础。 Rivian 称，由于它控制了完整的车辆技术堆栈，横跨计算，传感器，显示，照明，和声音，它可以推出快速，全车的超空更新，它描述这种垂直的集成是一个核心的竞争性差异器。
演示文稿中命名的近期的超空加法包括Pet Cam，它让R2所有者从里维安app中现场观看一只宠物，以及用Sony Pictures创建的万圣节模式，它通过同步照明，声音，显示，以及单个更新中的声音，将Ghostbusters宇宙带给每个里维安车辆。
合资企业来源和投资条件
里维昂和大众集团宣布合营企业发布，2024年11月12日命名为里维昂和VW集团技术公司LLC，交易总规模高达58亿美元，预计2024年11月13日开业。 2024年的公告称，在收益材料中称为RV Tech，将把里维安的软件和电气建筑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海尔宾的联合首席执行官，成为其指定的未来联合执行官，团队最初的总部位于加利福尼亚州的帕洛阿尔托，另外还有三个位于北美和欧洲的开发地点。
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：最初为10亿美元可兑换纸币，作为背景知识产权许可的考虑和该企业50%的股权，关闭时约为13亿美元，再增加高达35亿美元的股本，可兑换指出，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年就使用该技术的第一套大众汽车集团模型的到来，联合团队已经建造了最初可驾驶的示范车，一辆大众汽车集团车辆在12周内进行改造，在里维安的分区硬件设计和综合技术平台上运行。
合资企业收入和大众融资
里维安的2026年第三季度成绩，同日的发布，量化了该企业的商业贡献。 该公司报告软件和服务收入为6.05亿美元，年增长45%，毛利润为2.56亿美元，差值为42%，其中3.54亿ZQZ，即59%，是同大众汽车集团合资经营的。 这主要是因为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，但部分因销售量减少而抵消。 收入列报的一个脚注指出，里维安预计在大约2028年年中之前确认该企业的履约义务收入，以进一步开发、定制和加强里维安车辆电气结构技术和软件，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年全年的交付指导，从65,000至70,000至67,000至70,000辆不等。
大众汽车集团的融资与合资企业的技术工作一起继续进行。 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年期贷款贷款机制的资金。 介绍中称，新增4.6亿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，但需符合一定条件。
Rivian 称将在2026年12月9日的自主和AI日上分享更多关于自主和软件路线图的信息。
本文由 AI图鉴自动抓取并翻译，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.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.