Back after two and a half weeks of work travel, the flu, and swapping my Alfa Romeo Stelvio for a Volvo C40 EV. Life happened — but NIO didn't slow down.In this episode, Obi breaks down everything that dropped between February 24 and March 1, 2026: product launches, chip news, infrastructure milestones, a major European partnership, and the February delivery numbers.WHAT WE COVER:— ES9 flagship SUV: April reveal, late May pricing, June 1 deliveries— Onvo L80: two-hour launch event in April, deliveries mid-May— ES8 chip shortage #2 — audio chip this time, NIO's workaround explained— NIO's chip unit (Shenji NX9031) raises over $290M, valued near $1.4B— Spring Festival battery swap records: 2M+ services, 177K swaps in a single day— NIO x Bosch strategic deal signed during German Chancellor Merz's China visit— February deliveries: 20,797 total — NIO brand up 65.8% year-over-year— ES8 hits 70,000 cumulative deliveries— March 10 earnings: NIO's first quarterly profit on the horizon?— 7-year auto loans extended + purchase tax subsidies explainedCourtside Financial covers business and tech with a focus on the EV space. Hosted by Obi. No fluff. No hype. Real analysis.Subscribe on Spotify, Apple Podcasts, or wherever you listen.NIO, NIO stock, EV investing, electric vehicles, Chinese EV, EV stocks 2026, NIO earnings, NIO deliveries, battery swap, Onvo, ES8, ES9, NIO chip, Bosch, China EV market, EV podcast, tech investing, Courtside Financial

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related