General Motors is positioning itself to take a leading role in the AI evolution with a suite of upgrades from anticipating a driver's needs to driving for them. The automaker, which sells vehicles under the Chevrolet, Cadillac, GMC and Buick brands, plans to equip its vehicles with conversational AI powered by Google Gemini next year ahead of GM's launch of its own custom-built AI.With the conversational AI, drivers will be able to draft and send messages and plan routes with context, such as finding a char ...

General Motors Company (NYSE:GM) posted better-than-expected profit and sales for the third quarter on Tuesday, as CEO Mary Barra revved the 2025 outlook.The auto behemoth registered third-quarter adjusted earnings per share of $2.80, beating the analyst consensus estimate $2.31.Quarterly sales of $48.59 billion (down 0.3% year over year) topped Street view of $45.27 billion, driven by Chevrolet's rise to America's No. 2 electric-vehicle brand, with the Equinox EV emerging as the best-selling non-Tesla mode ...

Drivers will be able to converse with an artificial intelligence assistant while cars largely drive themselves in certain situations, the company said. ...

While many cars today encourage you to keep your eyes on the highway, General Motors has unveiled a new "eyes-off" self-driving feature that will allow the opposite. Arriving in 2028, GM said the new eyes-off driving will be offered in its Cadillac Escalade IQ, an electric SUV, during highway driving. GM said that as long as there's turquoise lighting on the dashboard and outside mirrors signaling the system is working, drivers can read or go through their inboxes "while the vehicle handles the drive."The ...

General Motors said it plans to launch an automated driving system that will allow drivers to keep their eyes off the road and hands off the wheel in 2028, starting with the Cadillac Escalade IQ. The announcement, made Wednesday at its GM Forward event in New York City, comes a year after TechCrunch first reported that the automaker was working on the system. GM said its hands-off advanced driver assistance system, known as Super Cruise, is the foundation of this future, more capable product. Super Cruise ...

公司战略转型 - 公司正对其未来车辆的电气和计算架构进行全面改革，旨在提供更快的软件、更强大的自动驾驶功能以及定制的对话式AI助手[1] - 此次改革是公司引入更多服务和功能的必要步骤，例如对话式AI助手或允许驾驶员观看电影时车辆在高速公路上安全导航的系统[3] - 公司首席产品官Sterling Anderson表示其重点在于加速新架构的推出，以缩短车辆平台的开发时间，目标是从目前的4-5年缩短至接近2年[4][5] 新一代技术架构 - 新的电气架构和集中式计算平台将成为公司所有未来燃油车和电动车的基础，计划于2028年开始[2] - 下一代超级计算机Nvidia Drive AGX Thor将为计算单元提供动力，这是公司与英伟达在3月宣布扩大合作伙伴关系的成果[2] - 公司将把数十个电子控制单元整合到一个统一的计算核心中，该核心通过高速以太网骨干网连接车辆的每个系统，包括推进、转向、制动、信息娱乐和安全系统[10][11] - 该架构将带来车辆空中软件更新能力提升10倍、带宽增加1000倍、以及用于自动驾驶和高级功能的AI性能提升高达35倍[13] 行业背景与竞争定位 - 特斯拉通过采用软件优先的方法，凭借更强的计算能力和通过无线软件更新推出新功能的能力，超越了传统品牌[5] - 传统汽车制造商已花费数年时间和数十亿美元试图追赶[8] - 行业普遍认为解决方案的一部分是改变底层硬件架构，以应对信息娱乐功能、安全系统和自动驾驶日益增长的计算需求[9] - 公司采取与特斯拉和Rivian类似但不完全相同的区域架构方法[10] 技术演进路径 - 此次最新举措建立在公司多年软件中心化战略之上[15] - 2020年公司推出车辆智能平台以允许更大的数据处理能力和空中软件更新[14] - 2021年公司推出端到端软件平台Ultifi，该品牌虽已弃用，但其软件仍在最新车型上运行[14] - 2022年公司将用于操作信息娱乐系统的数十台计算机整合到单个计算平台中[14]

软件与人工智能战略 - 公司计划在未来三年推出一系列新软件举措 包括谷歌提供的车载AI助手和无需人工监控的高级驾驶辅助系统 [1] - 对话式谷歌Gemini AI将于明年开始在车辆中推出 新的驾驶辅助系统计划于2028年发布 允许驾驶员在特定情况下双手脱离方向盘且视线离开道路 [2] - 公司宣布正在开发新的集中式计算平台 计划从2028年的Escalade IQ开始推出 并增加使用可与人类协作的机器人 [4] - 公司预计从明年开始为美国市场自2016年款以来的选定车型更新AI技术 并计划在未来开发自有定制的AI技术 [11] - 升级后的高级驾驶辅助系统将具备双手脱离方向盘和“视线离开道路”的驾驶技术 计划于2028年首先应用于起售价约127,500美元的凯迪拉克Escalade IQ EV [12] - 该技术将使用激光雷达系统 以更好地探测周围环境 [13] 财务业绩与目标 - 公司此前宣布的目标包括到2030年实现收入翻倍 以及将年度软件和服务收入增长至200亿至250亿美元之间 [5] - 公司去年收入增长9.1% 达到1874.4亿美元 [6] - 截至今年第三季度 公司软件服务收入为20亿美元 高于2021年全年才达到该水平的成绩 第三季度末递延收入为50亿美元 较去年同期增长90% [8][9] - 公司总裁表示收入计划“基本按部就班……可能有一两年的差异” 并称这些举措与之前的公告“非常不同” 因为是即将进入市场的有形产品 [7] GM能源业务 - 从2026年开始 公司将通过租赁方式提供其“能源家庭系统” 该系统包括双向电动汽车充电和固定式家用电池 [16] - GM能源业务于2022年启动 旨在与特斯拉的家庭能源系统竞争 提供电池组、电动汽车充电器和软件 [17] 战略愿景与背景 - 这些公告旨在为公司开启“移动出行新时代” 过去的举措包括现已停止增长的业务 [5] - 近年来公司终止了原定于2023年推出的“Ultra Cruise”系统 并关闭了Cruise机器人出租车业务 [6] - 公司首席执行官表示该活动旨在分享关于车辆、行业以及如何推动未来交通发展的愿景 [4][18]

General Motors will add a conversational AI assistant powered by Google Gemini to its cars, trucks, and SUVs starting next year, the U.S. automaker said Wednesday during an event in New York City. The Google Gemini rollout is one of several tech-centric announcements made at the automaker’s GM Forward event, and it will be one of the first to get into consumers’ hands. Others, including an overhaul of its electrical architecture and computing platform and an automated driving feature that allows drivers to ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: General Motors expects the electric vehicle market to be “pretty choppy” in the near future, in part due to the ending of a $7,500 federal tax credit for EVs in September. But once demand has normalized, the automaker anticipates that the “EV market is going to stabilize from a supply standpoint,” CFO Paul Jacobson said Tuesday. “We had a number of competito ...

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