According to Sawyer Merritt, General Motors has instructed thousands of suppliers to begin phasing out China-sourced components for its North American–built vehicles, targeting a transition as early as 2027 (source: Sawyer Merritt on Twitter). This strategic move opens significant opportunities for AI-powered supply chain optimization and localization, as automakers will need advanced AI systems for supplier discovery, quality assurance, and logistics management. The shift is expected to drive demand for AI solutions in manufacturing, predictive analytics, and procurement, enabling North American suppliers to leverage AI to enhance efficiency and competitiveness.

According to Sawyer Merritt (@SawyerMerritt), some Tesla Model Y Performance order holders in the U.S. are seeing their estimated delivery timelines move up to November 9-November 21, indicating deliveries could start as soon as this week. This development highlights the impact of Tesla's AI-powered logistics and supply chain optimization systems, which are enabling faster vehicle production and more accurate delivery estimates. These AI-driven advancements are creating new business opportunities in automotive logistics, reducing bottlenecks, and setting a benchmark for smart manufacturing in the electric vehicle industry. (Source: Sawyer Merritt on Twitter)

According to Sam Altman (@sama) on Twitter, the US government's involvement in rebuilding critical infrastructure and supporting domestic supply chain and manufacturing aligns closely with the priorities stated by government officials (source: x.com/deanwball/status/1986822108895191154). Altman emphasizes that comprehensive reindustrialization—covering fabs, turbines, transformers, and steel—will significantly benefit the AI industry and related sectors by providing a robust, reliable supply chain. This approach presents concrete opportunities for AI businesses to leverage improved domestic manufacturing capabilities, reducing dependency on foreign suppliers and mitigating supply chain risks. Altman clarifies that these national policy initiatives are fundamentally different from targeted loan guarantees to individual AI companies like OpenAI. Instead, broad-based government support stands to enhance competitiveness and resilience across the entire AI industry and the wider technology sector (source: @sama on Twitter, Nov 7, 2025).

According to Sawyer Merritt, major automakers including Tesla, Toyota, and Ford have formally requested the Trump administration to extend the USMCA free trade agreement, which they describe as vital for maintaining American auto production and competitiveness, especially as the industry rapidly adopts AI-powered manufacturing and autonomous vehicle technologies. The automakers emphasize that the stability provided by USMCA enables continued investment in AI-driven supply chains, advanced robotics, and cross-border data integration essential for next-generation EVs and smart vehicles (source: Reuters, Sawyer Merritt). This move highlights the growing business importance of secure trade agreements for sustaining AI innovation and operational efficiency in the North American automotive sector.