North America Mobility Trends 

During the North America Mobility Trends Session, we covered the following topics:

• AI for Automation in Mobility

• Emergence of Everything Physical AI

• Software-Defined Vehicles

For those who could not join, here are the top five takeaways:

• Protectionism is reshaping the industry: New reciprocal tariffs are forcing OEMs to localize production, making domestic manufacturing a survival requirement, not just a strategy.

• North American EV demand remains policy-dependent: After federal incentives expired in 2025, U.S. EV sales fell 4% year-over-year, prompting OEMs to push hybrids as a more affordable, lower-risk electrification strategy.

• AI and robotics are enabling the transition: Automation, advanced robotics, and AI-powered manufacturing are becoming the backbone of a resilient U.S. industrial base, helping offset labor costs and stabilize production.

• The future is AI-defined mobility: Beyond manufacturing, AI is shaping the next wave of innovation—from software-defined (AI-defined) vehicles to physical AI systems—transforming both vehicle intelligence and factory operations.

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