Overview
- Rivian introduced the RAP1 processor for its ACM3 computer, a 5nm Arm‑based multi‑chip module to be built by TSMC that delivers up to 1,600 sparse INT8 TOPS and processes 5 billion pixels per second.
- Future R2 models will add an integrated forward LiDAR for redundant sensing, with initial R2 deliveries slated for the first half of 2026 and ACM3/LiDAR hardware arriving later in 2026.
- A new Autonomy+ package is priced at a $2,500 one‑time fee or $49.99 per month and will launch with Universal Hands‑Free coverage on more than 3.5 million miles of roads in the U.S. and Canada starting in early 2026.
- Rivian is developing a Large Driving Model trained on real and simulated data, outlining a roadmap toward point‑to‑point driving, eyes‑off capabilities and longer‑term “personal L4,” with potential rideshare applications mentioned by the CEO.
- Investor reaction was mixed as shares fell after the event before rebounding Friday, with analysts noting the tech progress but flagging uneven EV demand and ongoing profitability and capital needs.