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CEO of GM's BrightDrop all-electric delivery van unit is 'charged up' for growth

BrightDrop CEO Travis Katz says he’s “charged up” about 2023 and the forecast for the General Motors EV unit to top $1 billion in revenue in 2023.

The announcement, tied to General Motors’ investor day on Thursday, is the first time BrightDrop has released revenue numbers. The company did not release revenue data in 2021, the year it launched, or the current year.

“What we are seeing is an incredible amount of demand,” Katz told CNBC. “This isn’t just about saving the environment or saving the planet. This saves companies money. That’s part of why we’re seeing so much interest even in the middle of a lot of economic uncertainty.”

BrightDrop estimates that operating one of its Zevo all-electric delivery vans costs approximately $10,000 less than a comparable internal combustion engine vehicle. The company has 25,000 reservations and letters of intent from large fleet operators, including Walmart, FedEx and Verizon.

Brightdrop EV600 van

Source: Brightdrop

FedEx and Kroger are also testing the use of BrightDrop’s Trace E-carts, which are motorized pallets that can be used for package or grocery delivery.

“All of these big companies have made commitments to their customers, their shareholders to start to eliminate their carbon emissions. A lot of them have committed to zero emissions goals by 2035 or 2040. So they’re really looking for help and we’re going to help the world’s largest companies meet those goals,” Katz said.

BrightDrop also expects the $30,000 tax credit for commercial EVs in the Inflation Reduction Act to be a tailwind for sales going forward. In December, it will open up a factory in Canada.

GM said at its investor day that it expects EVs to be as profitable as traditional autos by 2025, years ahead of schedule.

“The economics of switching have never been better,” Katz said. “What we’re hearing is when you have dual forces of wanting to meet climate goals, and wanting to save money, it’s a win-win. We’re going to start producing these vans at scale, starting in December, and then ramping up very quickly from there with the goal of getting to 50,000 units of production out of that facility by 2025.”

Katz said BrightDrop will continue to operate as a part of GM, despite being based in Silicon Valley, and there no plans to spin off the EV maker into a separate company.

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ChargePoint brings 40+ new fast-charging ports to metro Detroit

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ChargePoint brings 40+ new fast-charging ports to metro Detroit

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.”

Read more: ChargePoint just gave its EV charging software a major AI upgrade


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Mercedes-Benz opens its first DC fast charging hub at Starbucks

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Mercedes-Benz opens its first DC fast charging hub at Starbucks

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.

Read more: Mercedes-Benz is deploying 400 kW US-made EV fast chargers with CCS and NACS cables


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Tesla AI4 vs. NVIDIA Thor: the brutal reality of self-driving computers

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Tesla AI4 vs. NVIDIA Thor: the brutal reality of self-driving computers

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.

Now that we know Tesla’s new AI5 chip is delayed and won’t be in vehicles until 2027, it’s worth comparing the two most dominant “self-driving” chips today: Tesla’s latest Hardware 4 (AI4) and NVIDIA’s Drive Thor.

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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