Amid its shift to more affordable electric vehicles, Ford could build its new EV platform overseas as it looks to revamp sales.
Ford mulls affordable EV platform production in India
According to a new report from Autocar India, Ford is looking to re-enter India. India topped Japan again to maintain the third-largest auto market globally in 2023.
Sources say that although Ford is looking at relaunching the Everest or Endeavour, EVs could play a bigger role.
Ford’s international markets group (IMG) president, Kay Hart, visited the country as the automaker mulls its next steps. The American automaker put off plans to sell its factory on the outskirts of Chennai earlier this year.
For Ford to “justify reopening the factory, it needs to get local production,” one of the sources said. Although Ford could import the Mustang Mach-E, the company may have bigger plans.
According to the sources, Ford is looking to build an EV platform in India. The platform would be used for the country and other overseas markets.
Ford Mustang Mach-E (Source: Ford)
CEO Jim Farley revealed plans for a more affordable EV platform last month. Ford put together a “skunk works” team led by Alan Clarke, who led the engineering of Tesla’s Model Y, to develop it.
Ford will use the platform to power a smaller electric pickup and SUV. According to sources, the first model is due out in 2026, with starting prices around $25,000. These smaller, lower-cost EVs could resonate with buyers in India.
A Ford India spokesperson acknowledged the visit but didn’t provide details on the models. The spokesperson added, “We plan to create 2,500-3,000 additional jobs over the next three years.”
All-electric Ford Explorer (Source: Ford)
Ford halted production in India in September 2021. Despite significant investments, Ford “accumulated operating losses of more than $2 billion over the past 10 years,” the automaker said in a statement.
The company said it would begin importing models like the fully electric Mustang Mach-E but didn’t give a timeline.
Ford isn’t the only American automaker looking to build EVS in India. Tesla has been negotiating with the country for years, looking for ways to avoid its high import duties.
New Tesla Model 3 (Courtesy of Tesla, Inc.)
India introduced a new scheme to promote EV manufacturing in the country. The scheme gives automakers access to 15% lower import duties on EVs valued “$35,000 USD or above for a total period of 5 years.” However, there are several stipulations.
As it looks to expand overseas, Ford officially delivered the first F-150 Lightning in Norway last month, its first market outside North America.
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Metro Detroit is about to get a big boost of fast EV chargers, with more than 40 new ChargePoint ports set to come online across multiple sites owned by the Dabaja Brothers Development Group.
The first ultra-fast charging site just opened in Canton, Michigan. It’s owned and operated by Dabaja Brothers, who plan to follow it with additional ChargePoint-equipped locations in Dearborn and Livonia.
“We started this project because we saw a gap in our community – there was almost nowhere to charge an EV in Canton, and a similar lack of charging across metro Detroit,” said Yousef Dabaja, owner/operator at Dabaja Brothers.
Each metro Detroit site will feature ChargePoint Express Plus fast charging stations, which can deliver up to 500 kW to a single port, can fast-charge two vehicles at the same time, and are compatible with all EVs. The stations feature a proprietary cooling system to deliver peak charging speeds for sustained periods, ensuring that charging speed remains consistent.
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The stations operate on the new ChargePoint Platform, which enables operators to monitor performance, adjust pricing, troubleshoot issues, and gain real-time insights to keep chargers running smoothly.
Rick Wilmer, CEO at ChargePoint, said, “This initiative will rapidly infill the ‘fast charging deserts’ across the Detroit area, allowing drivers to quickly recharge their vehicles when and where they need to.”
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Mercedes-Benz High-Power Charging and Starbucks have officially opened their first DC fast charging hub together, off the I-5 in Red Bluff, California.
The 400 kW Mercedes-Benz chargers are capable of adding up to 300 miles in 10 minutes, depending on the EV, and every stall has both NACS and CCS cables – they’re fully open DC fast chargers.
Mercedes-Benz HPC North America, a joint venture between subsidiaries of Mercedes-Benz Group and renewable energy producer MN8 Energy, first announced in July 2024 that it would install DC fast chargers at Starbucks stores along Interstate 5, the main 1,400-mile north-south interstate highway on the US West Coast from Canada to Mexico. Ultimately, Mercedes plans to install fast chargers at 100 Starbucks stores across the US.
Mercedes-Benz HPC opened its first North American charging site at Mercedes-Benz USA’s headquarters in Sandy Springs, Georgia, in November 2023 as part of an initial $1 billion charging network investment. As of the end of 2024, Mercedes had deployed over 150 operational fast chargers in the US, but it hasn’t disclosed an official number of how many chargers are currently online.
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Andrew Cornelia, CEO of Mercedes-Benz HPC North America, is leaving the company at the end of the month to become global head of electrification & sustainability at Uber.
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The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom hardware, while the rest of the automotive industry is increasingly lining up behind NVIDIA.
Here’s a table comparing the two chips with the best possible specs I could find. greentheonly’s teardown was particularly useful. If you find things you think are not accurate, please don’t hesitate to reach out:
Feature / Specification
Tesla AI4 (Hardware 4.0)
NVIDIA Drive Thor (AGX / Jetson)
Developer / Architect
Tesla (in-house)
NVIDIA
Manufacturing Process
Samsung 7nm (7LPP class)
TSMC 4N (custom 5nm class)
Release Status
In production (shipping since 2023)
In production since 2025
CPU Architecture
ARM Cortex-A72 (legacy)
ARM Neoverse V3AE (server-grade)
CPU Core Count
20 cores (5× clusters of 4 cores)
14 cores (Jetson T5000 configuration)
AI Performance (INT8)
~100–150 TOPS (dual-SoC system)
1,000 TOPS (per chip)
AI Performance (FP4)
Not supported / not disclosed
2,000 TFLOPS (per chip)
Neural Processing Unit
3× custom NPU cores per SoC
Blackwell Tensor Cores + Transformer Engine
Memory Type
GDDR6
LPDDR5X
Memory Bus Width
256-bit
256-bit
Memory Bandwidth
~384 GB/s
~273 GB/s
Memory Capacity
~16 GB typical system
Up to 128 GB (Jetson Thor)
Power Consumption
Est. 80–100 W (system)
40 W – 130 W (configurable)
Camera Support
5 MP proprietary Tesla cameras
Scalable, supports 8MP+ and GMSL3
Special Features
Dual-SoC redundancy on one board
Native Transformer Engine, NVLink-C2C
The most striking difference right off the bat is the manufacturing process. NVIDIA is throwing everything at Drive Thor, using TSMC’s cutting-edge 4N process (a custom 5nm-class node). This allows them to pack in the new Blackwell architecture, which is essentially the same tech powering the world’s most advanced AI data centers.
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Tesla, on the other hand, pulled a move that might surprise spec-sheet warriors. Teardowns confirm that AI4 is built on Samsung’s 7nm process. This is mature, reliable, and much cheaper than TSMC’s bleeding-edge nodes.
When you look at the compute power, NVIDIA claims a staggering 2,000 TFLOPS for Thor. But there’s a catch. That number uses FP4 (4-bit floating point) precision, a new format designed specifically for the Transformer models used in generative AI.
Tesla’s AI4 is estimated to hit around 100-150 TOPS (INT8) across its dual-SoC redundant system. On paper, it looks like a slaughter, but Tesla made a very specific engineering trade-off that tells us exactly what was bottling up their software: memory bandwidth.
Tesla switched from LPDDR4 in HW3 to GDDR6 in HW4, the same power-hungry memory you find in gaming graphics cards (GPUs). This gives AI4 a massive memory bandwidth of approximately 384 GB/s, compared to Thor’s 273 GB/s (on the single-chip Jetson config) using LPDDR5X.
This suggests Tesla’s vision-only approach, which ingests massive amounts of raw video from high-res cameras, was starving for data.
Based on Elon Musk’s comments that Tesla’s AI5 chip will have 5x the memory bandwidth, it sounds like it might still be Tesla’s bottleneck.
Here is where Tesla’s cost-cutting really shows. AI4 is still running on ARM Cortex-A72 cores, an architecture that is nearly a decade old. They bumped the core count to 20, but it’s still old tech.
NVIDIA Thor, meanwhile, uses the ARM Neoverse V3AE, a server-grade CPU explicitly designed for the modern software-defined vehicle. This allows Thor to run not just the autonomous driving stack, but the entire infotainment system, dashboard, and potentially even an in-car AI assistant, all on one chip.
Thor has found many takers, especially among Tesla EV competitors such as BYD, Zeekr, Lucid, Xiaomi, and many more.
Electrek’s Take
There’s one thing that is not in there: price. I would assume that Tesla wins on that front, and that’s a big part of the project. Tesla developed a chip that didn’t exist, and that it needed.
It was an impressive feat, but it doesn’t make Tesla an incredible leader in silicon for self-driving.
Tesla is maxing out AI4. It now uses both chips, making it less likely to achieve the redundancy levels you need to deliver level 4-5 autonomy.
Meanwhile, we don’t have a solution for HW3 yet and AI5 is apparently not coming to save the day until 2027.
By then, there will likely be millions of vehicles on the road with NVIDIA Thor processors.
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