Send us a text Description: Steve and Claire dive deep into the massive strategic shift reshaping the global automotive industry. With $1.2 trillion in investments by 2030, automakers are abandoning the "pure EV or nothing" narrative for sophisticated multi-pathway approaches. Discover why Toyota's $70 billion electrification investment includes solid-state batteries targeting 750-mile range with 10-minute charging, while Volkswagen Group allocates $60 billion of their $193 billion budget to ...
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Send us a text Description: Steve and Claire dive deep into the massive strategic shift reshaping the global automotive industry. With $1.2 trillion in investments by 2030, automakers are abandoning the "pure EV or nothing" narrative for sophisticated multi-pathway approaches. Discover why Toyota's $70 billion electrification investment includes solid-state batteries targeting 750-mile range with 10-minute charging, while Volkswagen Group allocates $60 billion of their $193 billion budget to ...
The AI Infrastructure Gold Rush: How Data Center Spending is Reshaping America's Economy
Auto Intelligence (AI)
19 minutes
3 months ago
The AI Infrastructure Gold Rush: How Data Center Spending is Reshaping America's Economy
Send us a text "AI Infrastructure Spending Surpasses Consumer GDP Impact for First Time in History" The American economy is experiencing an unprecedented shift as AI infrastructure spending contributes $152 billion to GDP versus $77 billion from consumer spending growth. Steve and Claire explore how Microsoft, Google, Amazon, and Meta's record $364 billion capital investment for 2025 is reshaping automotive supply chains, autonomous vehicle deployment, and the entire transportation ecosystem...
Auto Intelligence (AI)
Send us a text Description: Steve and Claire dive deep into the massive strategic shift reshaping the global automotive industry. With $1.2 trillion in investments by 2030, automakers are abandoning the "pure EV or nothing" narrative for sophisticated multi-pathway approaches. Discover why Toyota's $70 billion electrification investment includes solid-state batteries targeting 750-mile range with 10-minute charging, while Volkswagen Group allocates $60 billion of their $193 billion budget to ...
