On December 8, 2025, Reuters published a summary of Gartner’s research on the AI strategy of automakers. Analysts concluded that most traditional companies face organizational barriers and outdated processes that hinder their transformation into "software-centric" enterprises. Gartner forecasts that only a small group of leaders (including Tesla, BYD, and Volkswagen) will be able to sustain the aggressive pace and scale of investment required for advanced autonomous driving and embedded AI technologies.
Gartner: Only a Few Automakers Will Sustain Major AI Development Investments
