The nature of competitive advantage has already moved beyond the vertically integrated model pursued by Elon Musk’s XAI
Chinese carmaker’s absence from the US, once seen as a weakness, has turned into an asset
The region’s resilience is delivering growth in an era of great global economic uncertainty
Companies forced to make billion-dollar bets in face of unpredictable politics
The pace of Beijing’s open source push has been relentless
Sanctions have accelerated the rise of Nvidia’s rivals as they seize a shift in AI use
The Chinese company is undercutting rivals by making advanced driver assistance systems a standard feature at no extra cost
Legacy carmaker operates at intersection of many key industries — EVs, self-driving technology, energy storage and robotics
It is proving to be particularly well-suited for commercial use and industries such as trucking and public transportation
Better shock absorption could make a big difference to safety without requiring a complete overhaul of current technology
An abrupt change of course on US subsidies would come at a time when demand is already slowing in developed economies
If you can’t beat it, join the US company’s supply chain
The pay-off from fully self-driving cars is likely to take much longer than expected
Rising use of specialised software in EVs raises important questions about privacy and safety for drivers around the world
Investors are betting the US election outcome will have a big impact on sector stocks in Asia
A human worker shortage may turn out to be the biggest obstacle to the AI industry
Elon Musk-controlled group faces growing urgency to move into lower-priced brackets
Shares in the semiconductor company have risen strongly but still lag behind Nvidia and other chipmakers
Manufacturers are likely to target expansion in Europe with luxury models that offer new features to consumers
BYD is making inroads into Europe. The EU is not pleased
Too much has been priced in, and too fast, meaning conditions are ripe for a correction
Recent sharp moves highlight the hypersensitivity of the sector to relatively benign cyclical moves
The 2024 ranking highlights how health tech businesses continue to benefit from pandemic shifts
Chinese EV giant is widening its range by price point and fuel type
Tech transformation may take years longer than suggested by record share prices and funding targets
