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通用汽车押注算力和AI,以助其与中国车企竞争GM is betting compute and AI will help it compete with Chinese automakers

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当通用汽车周三宣布其新的第四代电动汽车平台时,这家车企未提及的内容,几乎与其公布的内容同样引人注目。

When GM announced its new fourth-generation EV platform on Wednesday, what the automaker didn’t share was almost as notable as what it did.

这款新电动汽车平台是其在纽约举行的年度“GM Forward”活动期间发布的一系列技术重点之一,发布会并未涉及悬架几何结构、前悬轴距比和扭转刚度等专业汽车术语,这些术语关乎人们对汽车的实际体验:悬挂是舒适还是运动?车身姿态是否优雅?驶过坑洼路面时,感觉像是在银行金库般稳固,还是像纸盘般单薄?

The new EV platform, part of a series of technology-focused announced during its annual GM Forward event in New York, didn’t talk about suspension geometries, dash-to-axle ratios, and torsional rigidity, all nerdy automotive terms that translate to how people will experience a car. Is it supple or sporty? Does it have a refined stance? When it hits a pothole, does it feel like a bank vault or a paper plate?

取而代之的是,通用汽车的发布重点集中在新型电池化学体系、全新升级的电机,以及一套全新的中央计算平台和电气架构上,后者将连接车内的每一个系统,涵盖加速与动力、转向、制动、主动安全功能以及软件——大量的软件。

Instead, GM’s announcement centered on novel battery chemistries, revamped electric motors, and an entirely new central computing platform and electrical architecture that will connect every system in the car, including acceleration and power, steering, braking, and active safety features as well as software. Lots and lots of software.

通用汽车执行副总裁、全球产品负责人兼首席产品官斯特林·安德森在最近接受《TechCrunch》采访时表示:“我们认为,如果能让汽车成为理解语境、减少摩擦、并将原本被路况需求占用的时间还给人们的空间,汽车就能成为日常生活中更得力、更有帮助的部分。”

“We think vehicles can become a more capable and helpful part of everyday life if we make them spaces that understand context, reduce friction, and give people back moments that would otherwise be consumed by the demands of the road,” Sterling Anderson, executive vice president, global product, and chief product officer at GM, told TechCrunch in a recent interview.

这听起来丝毫不像传统车企的宣传口径。不过,自特斯拉、理想汽车(Rivian)及中国车企崛起以来,行业早已今非昔比。乘坐感受与操控性依然重要,但它们只是入场券。如今,区分车辆高下的关键很大程度上取决于软件。

That sure doesn’t sound like a traditional automaker’s pitch. Then again, since the arrival of Tesla, Rivian, and Chinese automakers, the industry hasn’t been the same. Ride and handling still matter, but they’re table stakes. What sets vehicles apart today is largely defined by software.

安德森之前已勾勒过这幅通用汽车的未来蓝图。去年,公司宣布计划彻底改造未来车型的电气与计算核心,旨在提供更快的软件响应、更强大的自动驾驶功能,以及一个定制化的对话式人工智能助手。

Anderson has talked about this future GM before. Last year, the company announced plans to overhaul the electrical and computational guts of its future vehicles in a bid to deliver faster software, more capable automated driving features, and a custom, conversational AI assistant.

图片来源:通用汽车/Image Credits: GM /

今年,通用汽车提供了更多细节和时间节点。这项技术大修将于2028年随凯迪拉克Escalade IQ首发亮相。公司还将于2028年推出一项自动驾驶高速公路行驶功能,该功能将允许驾驶员双手离开方向盘、双眼离开路面,且无需时刻准备接管车辆。

This year, GM is providing more details and dates. This technological overhaul is set to debut in 2028 with the Cadillac Escalade IQ. The company will also rollout an autonomous highway driving feature in 2028 that will allow drivers to have their hands and eyes off the road and without the need to be ready to take over.

欧洲和美国车企多年来一直在追逐软件定义汽车的前景,但往往事与愿违。大众集团在其内部自研工作中遇到了巨大麻烦,包括其备受困扰的Cariad部门,以至于不得不与后来者Rivian达成一项价值58亿美元的合资协议。

European and U.S. automakers have spent years chasing the prospect of software-defined vehicles, but have often fallen short. Volkswagen Group had so much trouble with its own in-house effort, including its troubled Cariad unit, that it struck a $5.8 billion joint venture deal with relative newcomer Rivian.

通用汽车也在独自进行一场资金密集型的软件探险。近年来,公司在软件领域押下重注。它为几乎所有电动汽车放弃了广受欢迎的智能手机投屏技术Apple CarPlay,转而采用基于Google的信息娱乐系统,尽管该系统尚未达到特斯拉和Rivian设定的标准,但其实际表现相当不错。

GM has been on its own capitally intensive software adventure. The company has bet heavily on software in recent years. It ditched the popular smartphone projection technology Apple CarPlay for nearly all of its EVs, and instead turned to a Google-based infotainment system, which is actually quite capable even if it doesn’t yet live up to the standards set by Tesla and Rivian.

公司还向软件和自动驾驶技术开发投入了数十亿美元。通用汽车2025年的资本化软件摊销费用为8.66亿美元,这从侧面反映出其支出规模,即便成本已分摊至数年。

It’s poured billions into software and autonomous vehicle technology development too. GM’s capitalized software amortization expense in 2025 was $866 million, which gives a sense of how much it is spending even as it spreads out the cost over years.

与许多传统车企一样,通用汽车得出结论:旧的电子电气架构将计算机芯片分散在车辆各处,正在阻碍其发展。

Like many legacy automakers, GM has come to the conclusion that the old approach to electronics, which scattered computer chips throughout the vehicle, was holding it back.

针对第四代电动汽车,通用汽车将把大部分功能集中在一个中央计算单元(CCU)上,其算力是现有系统的40倍。消除边缘端的小型芯片将有助于减少30%的线束,从而减轻重量并简化装配。

For fourth-generation EVs, GM will centralize much of those functions on a Central Compute Unit (CCU) that’s 40-times more powerful than its existing systems. Eliminating smaller chips on the edges will help trim wiring by 30%, saving weight and simplifying assembly.

通用汽车指出,这一新的CCU也将适用于燃油车型,尽管它将随凯迪拉克Escalade IQ首发,后者正逐渐成为该车企的技术旗舰。

GM notes that this new CCU will work on fossil fuel models, too, though it will debut in the Cadillac Escalade IQ, a vehicle that is shaping up to be the automaker’s technological flagship.

CCU 将负责常规的动力总成和底盘控制,同时也负责感知和主动安全。这有助于为更先进的自动驾驶功能铺平道路,通用汽车也于周三宣布了相关功能。这一举措或许在所难免。车企面临的压力从各方积聚。

The CCU will handle the usual propulsion and chassis controls, but also perception and active safety. That should help pave the way for more advanced autonomy features, which GM also announced on Wednesday. Such a move was perhaps inevitable. Pressure on automakers has been building on all sides.

在国内市场,特斯拉一直在推动自动驾驶的边界,部分原因在于其开发出了真正的软件定义汽车。

Domestically, Tesla has been pushing the boundaries of autonomy, in part because it developed a true software-defined vehicle.

通用汽车等车企也感受到了来自中国制造商的压力,后者将开发周期缩短至两到三年,低于通常的四到五年。

Automakers like GM are also feeling pressure from Chinese manufacturers, which have shortened development cycles to two to three years, down from the usual four to five years.

通用汽车意在匹配这一节奏。除了宣布电池化学技术和自动驾驶方面的进展外,通用汽车还概述了企业级 AI 工具如何在各个领域加速车辆开发,以期将传统的四到五年开发周期缩减一半。

GM intends to match that cadence. Alongside announcements about battery chemistries and autonomy, GM outlined how enterprise AI tools have sped up vehicle development across every sector as it pushes to slash its traditional four-to-five-year development timeline in half.

通用汽车简要展示了其改造后的开发策略。例如:工程师在组装首个实体原型之前,对一种新型锂锰富集电池包进行了 30 万种虚拟设计方案的筛选。这使得该概念在一个月内就转变为获批项目。

GM gave a brief glimpse of its revamped development strategy. One example: engineers went through 300,000 virtual designs of a new lithium-manganese-rich battery pack before they assembled the first physical prototype. That helped the concept move to an approved program in one month.

这种速度将助力通用汽车在汽车行业经历历史性剧变之际,通过降低成本来力保盈利能力。但这足以让它重回曾享有的领先地位吗?

Such speed will help GM save costs as it races to preserve profitability amid a historic upheaval in the automotive industry. But will it be enough to catapult it back into the leadership position it once enjoyed?

中国车企的崛起不会让这变得容易。它们的工厂产能远超中国消费者的消化能力,加上政府补贴和更廉价的劳动力,这些汽车以低价涌入从欧洲到南美的各个市场。

The rise of Chinese automakers won’t make it easy. Their factories are capable of producing far more than Chinese consumers can absorb, and coupled with government subsidies and cheaper labor, these vehicles have flooded markets from Europe to South America with inexpensive vehicles.

中国车企的成本优势极其巨大,埃隆·马斯克在 2024 年财报电话会上表示,如果没有贸易壁垒,“它们几乎会摧毁世界上大多数其他公司”。作为回应,他一直在试图将特斯拉从一家汽车公司转型为一家 AI 和机器人公司。

Chinese automaker’s cost advantage is so steep that, without trade barriers, “they will pretty much demolish most other companies in the world,” Elon Musk said in a 2024 earnings call. In response, he has been trying to pivot Tesla from an automotive company to an AI and robotics company.

通用汽车进军自动驾驶领域释放出类似的信号。但要实现真正的自动驾驶,通用汽车意识到自己缺乏所需的平台。有了新架构,它应该有了一线胜算。

GM’s move into autonomy signals a similar shift. But to deliver true autonomy, GM realized it didn’t have the platform it needed. With a new architecture, it should have a fighting chance.

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