GM deepens Nvidia partnership for next-gen vehicles
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 19 March 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.1 | Good morning. Today is Wednesday, March 19th. I'm Julie Morgan. We're learning more about GM and |
| 0:14.8 | NVIDIA's partnership. ShaoMe is reportedly looking into expansion and a proxy fight at Autodesk. |
| 0:23.3 | General Motors expects to see even more benefits from its long partnership with |
| 0:28.1 | Nvidia. The Detroit automaker said it will collaborate on next generation vehicles, |
| 0:33.4 | factories, and robots using AI, simulation, and accelerated computing. In particular, the companies |
| 0:40.4 | will work together to build custom AI systems using Nvidia accelerated compute platforms. GM will also |
| 0:48.1 | build next generation vehicles on Nvidia's Drive AGX platform, which is based on the Blackwell architecture. |
| 0:55.8 | A key initiative will be continuing to use NVIDIA's Omniverse with Cosmos for optimizing factory |
| 1:02.4 | planning and robotics use cases. GM CEO said AI not only optimizes manufacturing processes |
| 1:10.0 | and accelerates virtual testing, but also helps GM build |
| 1:14.2 | smarter vehicles while empowering their workforce to focus on craftsmanship. |
| 1:19.3 | Financial terms of the partnership between Nvidia and General Motors have not been disclosed |
| 1:24.6 | since the company started working together more than four years ago. |
| 1:29.6 | Xiaomi Corporation is reportedly expanding the size of a planned second electric car factory in |
| 1:35.7 | Beijing. The company, better known for its smartphone, started construction of a second factory |
| 1:40.9 | last year on a 131 acre parcel of land that it bought for $116 million. |
| 1:48.0 | Bloomberg reported that production at that facility is set to start mid-year. |
| 1:52.4 | Shelby Corporation has raised its full-year target for electric vehicle deliveries to $350,000. |
| 1:59.3 | Shelby also plans to add 5,000 more stores in China and build 20,000 home stores this year. |
| 2:06.8 | In addition to building 500 overseas stores, expanding to 10,000 home stores overseas. |
| 2:13.5 | The company's market share for mobile in China has increased from 5.2% in 2020 to 10.3% in 2024. |
... |
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