Overview
- Rivian introduced RAP1, a 5nm in-house autonomy processor built on Arm IP and slated for TSMC manufacturing, powering the ACM3 computer rated at up to 1,600 INT8 TOPS with 5 billion pixels per second of processing.
- Autonomy+ will launch in early 2026 as a $2,500 one-time purchase or $49.99 monthly subscription, debuting Universal Hands-Free coverage on more than 3.5 million miles of U.S. and Canadian roads and adding a new Rivian Assistant for voice control.
- R2 deliveries are targeted for the first half of 2026, with Rivian planning to add ACM3 and a windshield-mounted lidar later in 2026, meaning initial R2 units are expected to ship without the new computer and sensor.
- A Large Driving Model trained on real and simulated data underpins a roadmap toward point-to-point navigation, eyes-off operation and longer-term ambitions for “personal L4,” with CEO RJ Scaringe hinting at future rideshare opportunities.
- Wall Street praised the tech direction but flagged uneven EV demand and ongoing losses; shares fell after the event before rebounding the next day as analysts weighed potential software revenue against liquidity and adoption risks.