Stellantis Just Outsourced Its AI Moat to Microsoft. Expect GM, Ford, and VW to Follow.

Stellantis, the fourth-largest automaker, has partnered with Microsoft for 5 years to co-develop AI, cybersecurity, and engineering capabilities for its software-defined vehicle roadmap. This deal signals a trend where automakers outsource software development to hyperscalers. Expect other major automakers like GM, Ford, and VW to follow suit.