As legacy auto makers face rising secular threats, US auto suppliers face a unique opportunity to fill critical gaps between domestic supply & demand of the critical technologies enabling AI's move into the physical world. Diversification away from legacy OEMs and auto end-market will be key. Agentic AI is moving further into the physical world, exposing critical gaps between reliable (on-shore/near-shore) US supply and demand with each passing week. According to 2023 World Bank data, the US was the single ...