Rivian Autonomy Roadmap Adds In-House Chip And Autonomy+

Rivian Autonomy roadmap unveils RAP1, ACM3, lidar and Autonomy+ pricing, shifting investor expectations toward recurring software revenue.

December 11, 2025·3 min read
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Flat vector of an electric pickup with an autonomy chip core, illustrating Rivian Autonomy roadmap and Autonomy+.

KEY TAKEAWAYS

  • Introduced in-house RAP1 chip and ACM3 compute delivering 1,600 sparse INT8 TOPS and 5 billion pixels per second.
  • Announced Autonomy+ priced at $2,500 one-time or $49.99 per month to create recurring software revenue.
  • Built RUI and a Large Driving Model to scale fleet learning and flagged long-term robotaxi optionality.

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Rivian advanced its autonomy efforts on Dec. 11, 2025, unveiling a vertically integrated autonomy stack centered on an in‑house processor and a new compute module, alongside a paid driver‑assistance service designed to generate recurring software revenue.

Gen 3 Hardware and Platform

Rivian introduced its proprietary Rivian Autonomy Processor (RAP1), a custom silicon chip powering the third-generation Autonomy Compute Module (ACM3). The company disclosed that ACM3 delivers 1,600 sparse INT8 trillion operations per second (TOPS) of compute and can process 5 billion pixels per second. RAP1 features RivLink, an in-house low-latency interconnect that scales processing across multiple chips, and is supported by an internal AI compiler and platform software, marking a shift toward full control of its compute stack.

The company reaffirmed its multi-modal sensor strategy, which includes cameras, radar, ultrasonic sensors, and driver monitoring. It plans to integrate lidar into future R2 models to provide detailed 3-D spatial data and redundant sensing, improving detection of complex driving scenarios. Rivian said its Gen 3 hardware, combining ACM3 and lidar, is undergoing validation and is expected to ship on R2 vehicles starting at the end of 2026.

On the software side, Rivian unveiled the Rivian Autonomy Platform and a Large Driving Model (LDM), a foundational driving model trained similarly to large language models. The LDM uses Group-Relative Policy Optimization (GRPO) to distill driving strategies from large datasets into vehicle behavior. This end-to-end system is designed to improve continuously through fleet learning and aims to support higher levels of hands-free and eventually Level 4 autonomy on compatible hardware.

Rivian also introduced Rivian Unified Intelligence (RUI), a shared multi-modal and multi-large language model (LLM) data foundation intended to power new vehicle features and service infrastructure. RUI will support predictive maintenance, AI-assisted diagnostics for technicians, and later customer-facing tools in the Rivian mobile app. A next-generation Rivian Assistant voice interface built on RUI will connect vehicle systems with third-party apps through an in-house agentic framework, with Google Calendar as the first integration. It will leverage edge models and advanced large language models for grounded, natural responses.

Commercial Rollout and Monetization

Rivian announced its autonomy subscription, Autonomy+, with continuously expanding capabilities, launching in early 2026 and priced at $2,500 one-time or $49.99 per month. The service will initially offer hands-free driving on R1 vehicles and later expand to R2 models, with features broadened over time through software updates. The company indicated that Gen 1 and Gen 2 R1 vehicles will receive software-based autonomy improvements even if they do not have full Gen 3 hardware.

Rivian framed Autonomy+ and its broader AI initiatives as potential drivers of recurring software and services revenue, while aiming to improve road safety and customer experience. CEO RJ Scaringe described a future where customers own vehicles and pay for software that drives them, signaling a shift toward monetizing autonomy as an add-on to vehicle sales.

Management also highlighted longer-term optionality for autonomy-enabled services, including potential entry into self-driving ride-hail and robotaxi markets, though no specific timelines or regulatory milestones were provided.

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