As the automotive industry races toward smarter, more autonomous vehicles, a new generation of artificial intelligence (AI) is taking center stage: Agentic AI. With its hallmark features—multi-agent collaboration, autonomous decision-making, and iterative learning—agentic AI is emerging as a critical force driving the next wave of transformation in mobility, manufacturing, and in-car experience

In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation AI computing platforms. This represents one of the largest infrastructure collaborations in the generative AI era, both in scale and investment, and is a rare strategic alliance in the past decade

In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike