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GM plans to launch eyes-off driving, Google AI and other new in-vehicle tech by 2028
GMGM(US:GM) CNBCยท2025-10-22 15:00

Core Insights - General Motors (GM) is launching new software initiatives, including a Google AI assistant and an advanced driver-assistance system, over the next three years, aiming to transform vehicles into intelligent assistants [1][3][5] Software Initiatives - The conversational Google Gemini AI will start rolling out in GM vehicles next year, with a new driver-assistance system expected by 2028 that allows hands-free driving under certain conditions [2][12] - GM is developing a centralized computing platform, set to debut with the Escalade IQ in 2028, and plans to increase the use of collaborative robots in its operations [4][7] Revenue and Growth Strategy - GM aims to enter a "new era of mobility," having previously set a goal to double revenue by 2030, with a target of $20 billion to $25 billion in annual software and services revenue [5][6] - The company reported a 9.1% revenue increase last year, totaling $187.44 billion, and recognized $2 billion from software services as of Q3 this year, a significant increase from 2021 [6][8] Advanced Driver-Assistance System (ADAS) - The upcoming ADAS will feature hands-free, "eyes-off" driving technology, starting with the Cadillac Escalade IQ, which is priced around $127,500 [12][13] - The system will utilize lidar technology for better environmental detection, contrasting with Tesla's camera-based approach [13][14] GM Energy Initiatives - Starting in 2026, GM will offer its "Energy Home System" for lease, initially to owners of all-electric vehicles, expanding to other homeowners later [16][17] - GM Energy, launched in 2022, aims to compete with Tesla's home energy systems, providing battery packs and EV chargers to optimize energy use [17]