Julie Morgan

We've made it to Wednesday, the 12th of November.

I'm Julie Morgan.

GM is reportedly cutting China out.

AMD charges into AI.

And Google is facing legal challenges over Gemini.

General Motors has directed thousands of its suppliers to remove components sourced from China from their supply chain.

Reuters reported citing sources familiar with the matter that GM is targeting a complete relocation away from China by 2027.

The initiative began in late 2024 and has picked up speed as tensions continue to rise

between the U.S.

and China.

The report added GM prefers to source parts from North American factories but is also open to suppliers outside the U.S.

as long as they exclude China.

This is part of a broader strategy to make its supply chain more resilient and less dependent on countries that could pose political or trade issues.

like China, Russia, and Venezuela.

Still, the transition won't be easy.

Many of the parts GM relies on, from lighting and electronics to tools and battery materials, are industries where China still holds a dominant position.

AMD made several updates at its financial analyst day on Tuesday, including reiterating the theme that AI spending is not likely to slow down anytime soon.

This was the first analyst day since 2022.

The chairman and CEO updated the size of the total addressable market for AI data center

and now sees it hitting $1 trillion by 2030, up from a prior view of $500 billion.