Grounding What Shapes the Plan: Rethinking Groundedness for Physical Intelligence in Autonomous Driving

Driving vision-language-action (VLA) models increasingly reason before acting, but their intermediate reasoning is often weakly grounded in physical scene evidence and loosely connected to executable behavior. We present GRAVA, a framework built around Grounded Reasoning-to-Action (GRA), which unifies grounding, reasoning, and action generation in a single autoregressive stream. GRA links action-relevant language references to 2D visual regions and ego-centric physical states, organizes object interactions and decisions in a trajectory-anchored typed graph, and serializes this structure into grounded reasoning. A single VLM generates this reasoning followed by a compact Executable Planner action that is deterministically decoded into a continuous trajectory. We further introduce an agentic GRA data construction pipeline that combines forward scene grounding with backward trajectory anchoring, and use it to build GR-NavSim with 2.2M grounded question-answer pairs and 70K GRA reasoning traces. A progressive training strategy develops grounded cognition through pre-training, establishes the reasoning-to-action interface through imitation, and improves driving behavior through reinforcement learning and exploration. Using about 60% of the available human driving demonstrations for action supervision, GRAVA-8B achieves state-of-the-art performance among purely autoregressive driving models on the full NAVSIM benchmark. On an internal long-tail benchmark, full GRA improves key-object compliance and Closed-loop Driving Score by 19.3% and 20.5% over action-only prediction, respectively. These results show the benefit of preserving action-relevant physical evidence from grounded reasoning through executable action generation.

Chain-of-thought (CoT) reasoning powers generative models by eliciting intermediate steps before producing an answer. In autonomous driving, the answer is a continuous action. Thus its reasoning must share the same spatiotemporal structure as the physical world. This survey studies the resulting shift from textual CoT to action-grounded reasoning. Surveying 171 papers, including 130 method papers and 41 benchmarks, datasets, surveys, and analysis papers, we propose a representation-centered taxonomy that treats the form of the intermediate state as the organizing axis. We systematize the 130 methods into four categories: language-based, visual-spatial, latent-dynamic, and externalized reasoning, further divided into 13 subtypes tied to distinct regions of interests. Our synthesis shows that the open frontier of reasoning in driving agents lies in intermediate representations that can be grounded in the real world, coupled to real-time action, and verified under safety-critical systems. Project page: https://github.com/tangzhengxu/awesome-av-cot.

Large language models (LLMs) are promising for autonomous driving, but semantics-only decision policies can yield physically unsafe behavior in dynamic traffic. Existing methods either perform online language reasoning without explicit dynamics verification or use world models mainly in offline pipelines, leaving a gap between semantic intent and physical feasibility at decision time. We propose Reason--Imagine--Act (RIA), a closed-loop framework that couples an LLM reasoner with an action-conditioned world model for online safety verification. At each step, the LLM proposes an action template and candidate sub-actions, the world model performs short-horizon rollouts, and a safety scorer selects the safest executable action with feedback to the next reasoning step. Under a unified CARLA point-goal protocol (1000 episodes), RIA achieves 80.05% route completion, 51.10% arrival rate, and 0.20% collision rate. Under the same closed-loop interface, RIA consistently outperforms training-free baselines, including CARLA TM and MADA, on core closed-loop metrics. For reproducibility, code is available at https://github.com/pku-smart-city/source_code/tree/main/RIA.