As Western automakers wrestle with supply chain bottlenecks and regulatory shifts, China's electric vehicle (EV) manufacturers are rapidly carving out a dominant position on the global stage—powered by technology, pricing, and increasingly, strategy.
After years of defense, Japanese electric vehicles are mounting a quiet yet striking comeback in China—a market now dominated almost entirely by domestic players.
Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung Electronics and Intel, signaling a major pivot in the automaker's AI infrastructure plans. Bloomberg reported that Tesla CEO Elon Musk has ordered the suspension of the Dojo program, with project lead Peter Bannon set to depart and roughly 20 team members already joining AI startup DensityAI. The remaining staff are being reassigned to Tesla's data center and compute infrastructure teams.
As China moves to curb domestic EV overcompetition and prioritize industrial upgrading, China Changan Automobile Group (CCAG) officially launched in Chongqing on July 27. The restructuring makes CCAG the third centrally owned automaker in the country, alongside FAW Group and Dongfeng Motor Corporation.
