GM Delays Next-Gen EVs

GM just hit the brakes on its next-gen full-size electric trucks, pushing timelines out to 2030 or beyond and shifting billions into hybrids and combustion engines instead. The core reason? Demand isn’t just softer than hoped—policy support has weakened, incentives have been trimmed, and the economics of making all-electric trucks in the U.S. no longer add up like they did a year ago. That means more delays, idled plants like Michigan’s Factory Zero, and layoffs rippling through the supply chain. For American automakers, it’s a scramble to keep margins up while suppliers and workers brace for a bumpy ride.

But here’s the twist: while Detroit slows down, China is speeding ahead with an “AI Plus” strategy, putting advanced artificial intelligence at the core of every new electric vehicle. At Beijing’s auto show, names like Xpeng, Xiaomi, and Huawei rolled out cars with voice-controlled parking, camera-only navigation, and in-car personal assistants that book reservations and adjust to driver stress. Even with U.S. export controls on chips, China is doubling down on domestic tech, betting that over-the-air updates and rapid software upgrades will give its automakers an edge just as U.S. rivals are pumping the brakes.

Based on reporting from Automotive News, Crain’s, Reuters, The Wall Street Journal, Autocar Professional, and Business Standard.

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