Xiaomi Commits 60 Billion RMB to AI Over Three Years; Confirms Car Export Timeline
Xiaomi's AI Investment Roadmap
Xiaomi has announced plans to invest 60 billion RMB (approximately $8.2 billion) in AI over the next three years, CEO Lei Jun confirmed during the company's earnings call. The announcement comes alongside Xiaomi's record 2025 results: 457.29 billion RMB revenue and 39.17 billion RMB adjusted net profit.
AI Strategy
The 60 billion RMB commitment represents a massive acceleration of Xiaomi's AI ambitions:
- On-device AI: Enhancing AI capabilities across Xiaomi's smartphone and smart home ecosystem
- Automotive AI: Powering the intelligent driving and cabin experience in Xiaomi vehicles
- Large Language Models: Continued development of Xiaomi's proprietary LLM for Chinese language understanding
- IoT intelligence: Making Xiaomi's vast connected device ecosystem smarter
Memory Cost Management
Lei Jun addressed concerns about rising memory chip prices, stating Xiaomi would "try to absorb the costs" but "does not rule out passing them on to consumers" if the increases persist. This pragmatic approach to margin management reflects Xiaomi's positioning as a value-oriented brand that balances cost competitiveness with profitability.
EV Export Timeline Unchanged
Xiaomi confirmed that its international expansion plans for the SU7 electric vehicle remain on schedule. The company did not provide specific export dates but emphasized that the timeline has not changed despite the complex global trade environment, including potential tariff impacts.
Strategic Positioning
The combination of massive AI investment and unwavering EV export plans signals Xiaomi's ambition to transform from a smartphone company into an AI-powered technology ecosystem spanning devices, vehicles, and services. The 60 billion RMB AI investment is particularly significant — it exceeds the total R&D budgets of many dedicated AI companies.