GM targets China-free supply chain

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 12 November 2025

⏱️ 5 minutes

🔗️ Recording | iTunes | RSS

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Summary

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0	Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.
0:07.6	We've made it to Wednesday the 12th of November. I'm Julie Morgan.
0:12.6	GM is reportedly cutting China out. AMD charges into AI, and Google is facing legal challenges over Gemini.
0:22.0	General Motors has directed thousands of its suppliers to remove components source from China from their supply chain.
0:29.4	Reuters reported citing sources familiar with the matter that GM is targeting a complete relocation away from China by 2027.
0:38.1	The initiative began in late 2024 and has picked up speed as tensions continue to rise
0:44.0	between the U.S. and China.
0:46.1	The report added GM prefers to source parts from North American factories, but is also open
0:51.8	to suppliers outside the U.S. as long as they exclude China.
0:56.5	This is part of a broader strategy to make its supply chain more resilient and less dependent
1:01.7	on countries that could pose political or trade issues, like China, Russia, and Venezuela.
1:08.1	Still, the transition won't be easy. Many of the parts GM relies on from lighting and electronics to tools and battery materials
1:16.3	are industries where China still holds a dominant position.
1:21.2	AMD made several updates at its financial analyst day on Tuesday, including reiterating the theme that AI spending is not likely
1:29.7	to slow down anytime soon. This was the first analyst day since 2022. The chairman and CEO updated
1:37.2	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.
1:48.1	Dr. Lisa Sue, who has been at the helm of AMD since 2014, added that the rate and pace of change
1:54.6	in AI is higher than anything she has seen before. She said if you ask customers today,
2:00.1	they say we need to invest more in
2:02.4	AI infrastructure. She added that companies with the capability, particularly those with strong
2:08.0	balance sheets, will have an incremental advantage compared to the competition. She said there's just
2:13.6	insatiable demand. AMD is up 5% in pre-market action. The company also said its gross
	...

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