AI, Robots & China’s Next Move in Autos | CES Signals the Future | ATW #13

In Episode 13 of At The Wheel, Joe White and Tu Le unpack the biggest themes shaping the global auto industry after CES.The headline: AI, robotics, and autonomous systems are rapidly becoming the center of the mobility industry.At CES, companies like Nvidia, Hyundai, Boston Dynamics, and Chinese automakers such as Geely and Great Wall showcased how artificial intelligence and robotics will reshape both manufacturing and transportation.Joe and Tu break down:* Why AI and robotics dominated CES announcements* Nvidia’s strategy to become the “Switzerland” of the AI ecosystem* Hyundai’s plan to deploy 30,000 humanoid robots by 2030* The rise of Robotics-as-a-Service (RaaS) as a new industrial business model* How automation is transforming automotive factories* Why Chinese automakers are quietly preparing to enter the U.S. market* The potential use of Volvo’s U.S. factory as a gateway for Chinese brands* The geopolitical tension between U.S. regulators and Chinese automakers* The growing importance of data centers, AI chips, and silicon designThe discussion also explores whether legacy automakers risk becoming contract manufacturers in a software-defined future dominated by tech companies.As AI, robotics, and global competition accelerate, the automotive industry may be entering one of the most disruptive decades in its history.🔎 SEO Keywords (for Description Optimization)AI automotive industryrobotics automotive manufacturingNvidia automotive AICES automotive technologyhumanoid robots automotiveChinese automakers expansionGeely US strategyrobotaxi futuresoftware defined vehiclesAI chips automotive industryfuture of mobility technologyelectric vehicles competitionautonomous vehicle innovation⏱ YouTube Chapters / Timestamps00:00 Intro – CES and the Future of Cars00:58 CES Highlights: AI Everywhere02:32 Nvidia’s Role in Automotive AI03:13 Robotics and Hyundai’s Strategy05:50 Automation in Manufacturing07:37 Chinese Automakers at CES09:11 Geely’s U.S. Strategy11:13 National Security Concerns Around Chinese Cars13:26 Detroit Auto Show vs CES17:08 Ford’s AI Strategy and Autonomous Systems21:29 Silicon and AI Chip Competition26:08 Data Centers and Autonomous Driving30:01 Robotics-as-a-Service Explained33:19 What’s Next for the Auto Industry36:13 Final Thoughts This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.atthewheel.co