What Rivian's AI and Autonomy Growth Signals for the Physical AI Era

TLDR: Rivian is transitioning from a niche electric truck maker to a mass-market contender with their more affordable R2 platform, but the real story is their aggressive push into AI and autonomous driving. Backed by Amazon and Volkswagen, Rivian's December 2025 AI and Autonomy Day revealed a company betting its future on Physical AI, joining a rapidly maturing autonomous vehicle landscape alongside Waymo, Wayve, and Tesla.

What Rivian's AI and Autonomy Growth Signals