Innoviz Technologies Releases Expanded White Paper on the Rise of Physical AI and the Emergence of World Models

Rhea-AI Summary

Innoviz (Nasdaq: INVZ) released Part I of a white paper, "Innoviz and the Rise of Physical AI: Bringing World Models to Life", on Feb 23, 2026. The paper argues that automotive-grade LiDAR provides high-fidelity, real-time 3D perception needed to enable Physical AI and synchronized World Models.

Author Omer Keilaf explains why LiDAR outperforms cameras and radar for geometry, and how InnovizSMART and InnovizSMARTer platforms can feed live spatial data to vehicles, robots, industrial systems, and smart-city infrastructure.

Market Reality Check

Price: $0.9410 Vol: Volume 1,320,540 is 0.57x...

low vol

$0.9410 Last Close

Volume Volume 1,320,540 is 0.57x the 20-day average of 2,304,161, indicating subdued trading pre-release. low

Technical Shares at 0.941 are trading below the 200-day MA of 1.42 and sit 62.95% under the 52-week high.

Peers on Argus

INVZ was down 0.95% while peers were mixed: SES -2.94%, SLDP -2.25%, HLLY and ML...

INVZ was down 0.95% while peers were mixed: SES -2.94%, SLDP -2.25%, HLLY and MLR both +1.66%, MPAA +1.43%, pointing to company-specific factors rather than a unified Auto Parts move.

Previous AI Reports

3 past events · Latest: Aug 20 (Positive)

Same Type Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Aug 20	AI collaboration	Positive	+0.6%	Partnership to deploy LiDAR-powered intelligent intersections using AI perception.
Aug 06	AI airport rollout	Positive	+1.9%	Distribution deal to deploy LiDAR with AI capabilities across major airports.
Apr 18	AI winter testing	Positive	-0.9%	Successful winter tests of LiDAR and AI perception software demonstrating progress.

Pattern Detected

AI-related headlines have typically produced modest single-day moves, mostly positive but with at least one small selloff despite constructive news.

Recent Company History

Across recent AI-tagged updates since April 2024, Innoviz has highlighted collaborations, intelligent infrastructure deployments, and technical milestones for its LiDAR and perception software. Price reactions around these events were generally modest, with two small gains and one slight decline. Today’s white paper on Physical AI and World Models continues that pattern of positioning Innoviz’s LiDAR as a core enabler for AI-driven physical systems.

Historical Comparison

+0.5% avg move · Past AI-focused Innoviz releases led to average 1-day moves of about 0.53%, indicating typically mod...

AI

+0.5%

Average Historical Move AI

Past AI-focused Innoviz releases led to average 1-day moves of about 0.53%, indicating typically modest stock reactions to AI positioning news.

AI-tagged releases show a progression from technical validation and airport deployments to broader intelligent infrastructure collaborations, now extending into a strategic framing of LiDAR as core infrastructure for Physical AI and World Models.

Market Pulse Summary

This announcement frames Innoviz’s LiDAR as foundational for Physical AI and emerging World Models, ...

Analysis

This announcement frames Innoviz’s LiDAR as foundational for Physical AI and emerging World Models, emphasizing the need for real-time, high-fidelity 3D perception. Historically, AI-tagged news for Innoviz has produced modest price reactions around an average move of 0.53%. Investors may watch for follow-on developments that translate this strategic positioning into measurable deployments, revenue contributions, and deeper AI ecosystem partnerships.

Key Terms

lidar, physical ai, world models, 3d perception

4 terms

lidar technical

"Innoviz's CEO and Founder, Omer Keilaf, positions automotive-grade LiDAR as foundational"

Lidar, which stands for Light Detection and Ranging, is a technology that uses laser beams to create detailed, three-dimensional maps of the environment. It works like a sophisticated eye that measures distances by bouncing light off objects, helping machines see and understand their surroundings. For investors, lidar is important because it enables advancements in autonomous vehicles, robotics, and mapping, which can drive innovation and growth in related industries.

physical ai technical

"This shift is often referred to as Physical AI, and at its center is perception."

Physical AI combines artificial intelligence with physical devices or environments, enabling machines to interact with and adapt to the real world in a human-like way. It matters to investors because it can lead to smarter robots, autonomous vehicles, or advanced sensors that improve efficiency and open new markets, potentially creating significant business opportunities and competitive advantages.

world models technical

"the Rise of Physical AI and the Emergence of World Models."

World models are internal simulations created by AI systems that represent how people, objects, or markets behave so the AI can predict outcomes and plan actions. For investors, stronger world models can mean more accurate forecasting, better automation, and improved product capabilities—think of an AI with a reliable mental map or flight simulator that helps companies make faster, cheaper, and smarter decisions, but also raises questions about accuracy, oversight, and competitive advantage.

3d perception technical

"This comprehensive white paper details how real-time, high-fidelity 3D perception enables"

The ability of cameras and sensors to detect the shape, distance and arrangement of objects in three-dimensional space, turning flat images into a sense of depth and position. Investors care because better 3D perception can make products like self-driving cars, robots, augmented reality and medical scanners work more reliably and capture bigger markets—similar to upgrading from a basic map to a full 3D model that reveals what’s actually where.

AI-generated analysis. Not financial advice.

Innoviz's CEO and Founder, Omer Keilaf, positions automotive-grade LiDAR as foundational infrastructure for Physical AI and next-generation World Models. 

The white paper will be published in two parts, with the first released today, and the second planned for next month.

TEL AVIV, Israel, Feb. 23, 2026 /PRNewswire/ -- – Innoviz Technologies Ltd. (Nasdaq: INVZ) (the "Company" or "Innoviz"), a leading supplier of high-performance LiDAR solutions, today released Part I of its new white paper, titled "Innoviz and the Rise of Physical AI: Bringing World Models to Life." This comprehensive white paper details how real-time, high-fidelity 3D perception enables the emerging class of physics-grounded AI systems and World Models.

Written by Omer Keilaf, CEO and Founder of Innoviz, the white paper argues that artificial intelligence is entering a fundamentally new phase. After transforming digital systems through software and large language models, AI is now moving into the physical world, powering vehicles, robots, infrastructure, and machines that must perceive, reason, and act with reliable precision. This shift is often referred to as Physical AI, and at its center is perception.

As computing power continues to accelerate, the white paper argues that the primary bottleneck in deploying Physical AI is no longer reasoning capability but access to high-fidelity, real-time 3D data. Cameras capture two-dimensional projections and infer depth probabilistically, while radar lacks spatial resolution. LiDAR, by contrast, measures distance directly, converting photons into precise geometry.

Recent industry initiatives, such as efforts to develop Industry World Models that embed physics, engineering principles, materials behavior, and validated industrial knowledge, illustrate how AI is evolving beyond text-trained models into science-grounded systems that must remain synchronized with real-world conditions. Keeping these models aligned with reality will likely require continuous streams of rich, real-time 3D data.

Innoviz's automotive-grade LiDAR solutions, including platforms such as InnovizSMART and InnovizSMARTer, are designed to deliver high-throughput 3D-sensing that can help keep next-generation World Models updated with live spatial information from vehicles, robots, industrial environments, and smart-city infrastructure.

"AI systems that interact with the physical world should not rely on estimation alone. The emergence of World Models marks the beginning of a new computing era—one rooted in physics, geometry, and validated real-world data. We believe Innoviz is well-positioned to help bring these models to life by serving as the high-fidelity, real-time perception layer required for safe and scalable Physical AI," said Omer Keilaf, CEO and Founder of Innoviz.

The white paper, "Innoviz and the Rise of Physical AI: Bringing World Models to Life", is available for download on Innoviz website. To download, please click here.

About Innoviz

Innoviz is a leading provider of LiDAR technology, serving as a Tier 1 supplier to the world's leading automotive manufacturers and working towards a future with safe autonomous vehicles on the world's roads.

Innoviz's LiDAR sensors provide industry-leading range, resolution, and reliability, delivering accurate 3D sensing in harsh weather conditions. Operating across the U.S., Europe, and Asia, Innoviz serves automotive OEMs, system integrators, municipalities, and commercial enterprises worldwide. InnovizSMART is an off-the-shelf solution for security, intelligent traffic management, mobility, robotics, and aerial applications.

For more information, visit innoviz.tech.com.

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Media Contact:
media@innoviz-tech.com 

Investor Contact
investors@innoviz-tech.com 

Forward Looking Statements

This announcement contains certain forward-looking statements within the meaning of the federal securities laws, including statements regarding the products and solutions offered by Innoviz, the anticipated technological capability of Innoviz's products and solutions, the markets in which Innoviz operates, and Innoviz's projected future operational and financial results. These forward-looking statements generally are identified by the words 'believe,' 'project,' 'expect,' 'anticipate,' 'estimate,' 'intend,' 'strategy,' 'future,' 'opportunity,' 'plan,' 'may,' 'should,' 'will,' 'would,' 'will be,' 'will continue,' 'will likely result,' and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties.

Many factors could cause actual future events to differ materially from the forward-looking statements in this announcement including but not limited to: the ability to implement business plans, forecasts, and other expectations; the ability to achieve broader market adoption of Innoviz's products and solutions; the ability to identify and realize additional opportunities; the emerging nature of the Physical AI and World Models markets, which may not develop as anticipated or on projected timelines; the possibility that alternative sensing technologies may reduce demand for LiDAR in these markets; potential changes and developments in the highly competitive LiDAR technology and related industries; the ability to maintain and scale initial deployments into long-term commercial relationships; and Innoviz's expectations regarding the impact of the evolving conflict in Israel on its ongoing operations. The foregoing list is not exhaustive. You should carefully consider such risk and the other risks and uncertainties described in Innoviz's annual report on Form 20-F for the year ended December 31, 2024, filed with the U.S. Securities and Exchange Commission (SEC) on March 12, 2025 and in other documents filed by Innoviz from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Innoviz assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Innoviz gives no assurance that it will achieve its expectations.

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SOURCE Innoviz Technologies

FAQ

What does Innoviz's Feb 23, 2026 white paper claim about LiDAR and Physical AI (INVZ)?

The paper states LiDAR is the key perception layer for Physical AI, enabling precise 3D geometry in real time. According to the company, LiDAR directly measures distance and supplies high-fidelity spatial data that cameras and radar cannot reliably provide for physics‑grounded World Models.

Which Innoviz products are highlighted as supporting World Models in the white paper (INVZ)?

Innoviz highlights its automotive-grade platforms InnovizSMART and InnovizSMARTer as suitable for live 3D sensing. According to the company, these platforms deliver high-throughput, real-time geometry from vehicles, robots, industrial sites, and smart-city deployments to keep World Models aligned with reality.

When will Part II of Innoviz's white paper on Physical AI be published (INVZ)?

Part II is planned for publication next month following the Feb 23, 2026 Part I release. According to the company, the white paper is being issued in two parts, with additional technical and use-case detail scheduled for the forthcoming installment.

How does Innoviz say World Models differ from prior AI approaches in the white paper (INVZ)?

World Models are described as physics-grounded systems that require continuous, validated real-world data rather than solely text-trained reasoning. According to the company, these models embed physics and engineering principles and must remain synchronized with live 3D sensor feeds.

Who authored the Innoviz white paper "Bringing World Models to Life" and what perspective is offered (INVZ)?

Omer Keilaf, CEO and Founder, authored the white paper and frames a transition to Physical AI centered on perception and geometry. According to the company, Keilaf argues computing has outpaced sensing, making high-fidelity LiDAR essential for safe, scalable physical systems.

Where can investors and engineers access Innoviz's white paper released Feb 23, 2026 (INVZ)?

The white paper is available for download on Innoviz's website as of Feb 23, 2026. According to the company, Part I is posted online now, with Part II scheduled for release next month to expand on technical implications and deployment scenarios.