data annotation

Tesla and XPeng Signal a New EV AI Arms Race

Tesla and XPeng have underscored how the Chinese EV market is shifting into an AI-led competition. Tesla's Shanghai factory delivered more than 79,000 vehicles in April while the company expanded US data annotation hiring for FSD and Optimus, and XPeng said its second-generation VLA system now accounts for over 50% of users' real-world driving mileage. Together, the updates show that real-world data, autonomous driving adoption, and software execution are becoming as important as EV production scale.