According to Sawyer Merritt, General Motors will record $7.1 billion in special charges for Q4 2025 as part of its strategic pullback in electric vehicles and restructuring efforts in China. $6 billion of the charges are directly related to changes in its EV plan, which include leveraging AI-driven manufacturing optimization to reduce production costs. GM CFO Paul Jacobson emphasized that while GM remains committed to the future of electric vehicles, structural changes are necessary to ensure cost competitiveness. This highlights a critical trend in the automotive industry, where AI-powered solutions are increasingly vital for cost reduction and operational efficiency, presenting significant business opportunities for AI providers targeting automotive manufacturing and supply chain optimization (Source: Sawyer Merritt).

According to Sawyer Merritt, Ford announced that it sold 14,513 electric vehicles (EVs) in Q4 2025, marking a significant 52% year-over-year decline. The annual total reached 84,113 units, down 14% from 2024. This downturn highlights the growing need for AI-powered solutions in sales forecasting, customer engagement, and supply chain optimization within the automotive industry. As demand shifts, automakers are increasingly turning to AI technologies for market analysis and operational efficiency to regain competitiveness and adapt to rapidly changing consumer preferences (Source: Sawyer Merritt on Twitter).