Innoviz Technologies Ltd (INVZ)

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Innoviz Technologies Maps “Physical AI” Future, Touts LiDAR Availability Push for Level 4 Autonomy
Key Points

Innoviz is pitching LiDAR as central to "Physical AI" and "World Models," arguing that high-quality 3D sensing provides the real-world "ground truth" needed to train predictive models and expand LiDAR use beyond automotive applications.

The company says sensor availability (resilience to occlusion and real-world contaminants) is the decisive requirement for Level 4 autonomy; InnovizTwo is expected to enter series production "end of the year" with Volkswagen and InnovizThree is engineered for behind-the-windshield integration.

Innoviz expects continued industry consolidation and contends that time-of-flight at 905 nm is the practical automotive approach, with Western competition mainly between Innoviz and Valeo while Chinese suppliers dominate domestically amid policy and national-security scrutiny (e.g., SAFE LiDAR Act).
https://finance.yahoo.com/sectors/technology/articles/innoviz-technologies-maps-physical-ai-040313921.html