For years, Detroit's automakers viewed batteries primarily as the key to an electric-vehicle future. Now, as artificial intelligence drives an unprecedented buildout of data centers and strains power grids worldwide, batteries are becoming something else entirely: an energy infrastructure business.

Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives said. The automaker’s plan centers on in-house production via PowerCo, China’s Gotion High-tech and a potential Samsung SDI partnership to reduce reliance on China-linked sourcing amid shifting geopolitics and new European rules.

China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from complete.

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.

China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery maker.

Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing mobility markets.

During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of its manufacturing assets, and the expansion of high-tech partnerships focused on autonomous mobility. These developments signal the company's shift toward a "capital-light" business model that prioritizes research and development (R&D) and brand growth over capital-intensive manufacturing.

Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.

Vietnam-based electric vehicle maker VinFast reported strong revenue and delivery growth in the first quarter of 2026, but its financial results showed that losses continued to widen significantly as the company pursues aggressive global expansion.

During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business performance in the region has been "very positive," with VinFast ranking fourth among Battery Electric Vehicle (BEV) brands in India based on quarterly sales figures.