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Automakers shift from batteries to drones and robots in AI era

Global automakers are accelerating moves into new businesses that draw on advanced manufacturing as they seek to offset weak demand. Tesla has positioned itself as an AI company focused on robotaxis and its Optimus humanoid robot, while Hyundai Motor acquired Boston Dynamics. GM plans sodium-ion batteries for grid and data-center storage with Peak Energy. Ford is building U.S. plants for large stationary storage systems. Renault is making drones, and BYD and other Chinese EV makers are developing humanoid robots.