Episode
AI, Robots & China’s Next Move in Autos | CES Signals the Future | ATW #13
- Published
- Mar 15, 2026
- Duration seconds
- 2768
- Processing state
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- https://www.atthewheel.co/p/ai-robots-and-chinas-next-move-in
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Summary
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 design The 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 industry robotics automotive manufacturing Nvidia automotive AI CES automotive technology humanoid robots automotive Chinese automakers expansion Geely US strategy robotaxi future software defined vehicles AI chips automotive industry future of mobility technology electric vehicles competition autonomous vehicle innovation ⏱ YouTube Chapters / Timestamps 00:00 Intro – CES and…