Wall Street Breakfast GM targets China-free supply chain
8 snips
Nov 12, 2025 General Motors is pushing suppliers to eliminate China-sourced parts by 2027 to enhance supply chain resilience. AMD's CEO predicts a booming AI market, estimating it could reach $1 trillion by 2030. Controversy arises as Google is hit with a lawsuit alleging unauthorized use of its Gemini AI tool to access user data. The discussion also touches on Trump's upcoming meeting with Wall Street CEOs and Foxconn's anticipated AI growth. Additionally, key financial events and market movements are highlighted, providing insights into current economic trends.
AI Snips
Chapters
Transcript
Episode notes
GM Pushes China-Free Supply Chain
- General Motors is directing suppliers to remove China-sourced components and aims to fully relocate away from China by 2027.
- The move targets supply-chain resilience amid geopolitical tensions but faces challenges because China dominates many parts categories.
AMD Doubles AI Market Outlook
- AMD now sees the AI data-center TAM reaching $1 trillion by 2030, up from $500 billion.
- CEO Dr. Lisa Su said AI demand is insatiable and accelerating faster than anything she's seen.
Lawsuit Claims Gemini Collected Private Data
- A lawsuit alleges Google secretly activated Gemini across Gmail, Chat, and Meet to collect private messages without consent.
- The case claims the automatic switch exploited years of private communications and made opting out difficult.