According to Sawyer Merritt, approximately 95% of Ford's electric vehicles sold in the U.S. are manufactured in Mexico, excluding the discontinued F-150 Lightning, while their North American parts content remains low—only 45% for the gas F-150 and Escape, and just 20% for the Bronco. In contrast, Tesla leads the industry with up to 75% American-made content in its vehicles. This disparity highlights a significant trend in the AI-driven automotive supply chain: companies like Tesla are leveraging AI-powered manufacturing and logistics within the U.S. to optimize production and meet increasing demand for domestically sourced electric vehicles. For AI industry stakeholders, this trend presents opportunities for AI integration in EV supply chains, localization strategies, and regulatory compliance solutions in North America (Source: Sawyer Merritt on Twitter).