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Global Automakers Follow Tesla's Lead, Recasting Themselves as AI and Robotics Companies

  • Robotics
  • AI Agents
  • Manufacturing

Facing softening demand for conventional vehicles, major automakers including GM, BYD, Renault and XPeng are increasingly reframing their businesses around artificial intelligence and robotics — a strategic pivot pioneered by Tesla. The shift reflects a broader bet that humanoid robots, autonomous-driving software and physical-AI systems will become as central to carmakers' futures as the vehicles themselves.

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