General Motors

General Motors has reduced vehicle development time from 15 hours to one minute using AI/ML for computational fluid dynamics (CFD), finite element analysis (FEA), and digital twins. This acceleration in automotive design cycles will increase demand for computing infrastructure and simulation software.

General Motors raised its 2026 guidance while receiving a $500 million tariff refund and beating Wall Street earnings expectations. This performance improvement matters to automotive investors as it demonstrates GM's resilience amid trade policy uncertainties and EV market pressures.