Swap or Charge

Robbie and Nicole are both traveling this week so Stephanie Brinley from S&P Global Mobility and Jeff Gilbert from WWJ radio in Detroit are stepping in with Sam. Stephanie and Jeff both got to drive the new Cadillac Optiq and Escalade IQ and Jeff also moved stuff with the Chevrolet Suburban. Sam drove the Lincoln Nautilus and BMW X5M Competition.

In the news we discuss BYD's 1MW charging announcement and the CATL/NIO battery swapping partnership and which is a better solution. There are reports that Honda may buy hybrid batteries made by Toyota in North Carolina and Jeff moderated a session with the CEO of LG Energy Systems about slowing investments in battery production. We touch a bit on tariffs and discuss GM's decision to switch from Qualcomm to Nvidia chips for its next generation in-car compute.

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Links

BYD 1MW charging

Honda to maybe buy hybrid batteries from Toyota

GM switching from Qualcomm to Nvidia for next-gen compute

CATL and NIO partner on battery swapping standard

LGES CEO on Slowing Battery Investment