Architecture and compute

• Debate shifts from centralized versus zonal to distributing intelligence
• Conway’s Law now blocks compute consolidation
• IEEE 802.3dm brings 10 Gbps Ethernet to cameras by early 2027
• Rivian’s 5nm chip and Waymo’s 1,000 TOPS ASIC make silicon strategic
• AUTOSAR: EUR 100 million for one platform, EUR 700 million for seven
• Mercedes-Benz outlines a path to 48V networks

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AI-defined vehicles

• ELIV 2026 frames the shift from SDV to AI-defined vehicles
• AI-defined does not mean AI everywhere
• ADAS integration splits into four OEM archetypes
• Mercedes-Benz and NVIDIA expand their automated driving partnership
• Agentic AI needs 20 to 50 times more inference
• 81% collect vehicle telemetry, only 36% use it to update driving
• Hyundai Motor Group builds a data flywheel from road to deployment

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Organization and process

• Technology is running ahead of the organization
• Slow transformation and culture remain the main hurdles
• A 2013 UK OEM needed 6 to 8 weeks for an OTA part number
• Valeo calls the hardware tied box model broken
• Google’s AAOS SDV enables validation before hardware exists
• Reusable software platforms remain automotive’s unresolved goal
• AUMOVIO names collaboration, learning, software DNA and partnerships as key shifts

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Partnerships and products

• Applied partners with Nissan on AI-defined vehicles
• Accenture, Google Cloud and Volvo Cars launch Horizon, up to 9x faster testing
• Rivian licenses its platform, backed by a $5.8B VW Group venture
• QNX royalty backlog reaches $1.2 billion on a record design win
• Elektrobit and Microchip offer pre-integrated AUTOSAR support
• Stellantis scales STLA SmartCockpit to fourteen cabin experiences
• Sensata sensors enable electromechanical braking in production EVs

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Europe versus China

• Europe should scale up rather than copy BYD
• A 25% cost gap will not close with 3 to 5% purchasing savings
• A 2020 VW Passat had half a billion configurations versus 200 for Tesla
• Nearly half of European-founded unicorns grow up in the US
• Buying Chinese architectures is a short term fix with brand risk
• A Europe and India corridor pairs R&D depth with engineering scale

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Security and regulation

• India makes cybersecurity a condition of vehicle approval under AIS 189 and 190
• Compliance alone does not equal security
• Auto-ISAC stresses accountability for agentic systems
• EU Annex X widens independent workshop access, phased through 2028
• ISO/PAS 8800 sets the framework for AI in vehicle systems
• OTA updates demand rigorous safety and security validation

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Thanks to Prashanth Doreswamy, Bogdan Gradinaru, Viacheslav T., Henrique Manguino, Peter Virk, Stephen Goodwin, Gowthamraj Mahadevan, Kishor Patil, Augustin Friedel, Christoph Hartung, Jean-Francois Salessy, Prasanth Gowravajhala, Rupali Mandge, Daniel Jenner, Jack Kennedy, Steve Tengler, Jeffrey DeCoux, Rounak Singh Rajput, Andrea Leitner, Tiago Rodrigues, Sara Gallian, Pedro Pacheco, Olaf Locks, Matt Damasceno, Shawn Sehy, Jaywant D Mahajan, Alfredo Baratta, Thomas Boehm, Adham Muhammed, Marina Hoffmann, Amir Bar-Niv, John J. Giamatteo, Ozgur Tohumcu, Markus Wambach, Dr Mario De Felice, Olivier Meurisse, Jens Beckmann, Arno Schaumann, Bill Vass, Octavio Perez, Dr. Tim Sturm, Peter Fintl, Tobias Stahl, Dr. Stefan Poledna, Jasmin Wölke, Daniel Georg, Mark Williams and Stefano Marzani and everyone else who contributed insights to this edition.

Find the full list of posts and voices on LinkedIn: linkedin.com/pulse/best-linkedin-cw-41-42-software-defined-ai-defined-thomas-allgeyer-dkxxe/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_creator_profile_all_content_view%3BEvl4%2FaxJRXqYy9kRSa0C1w%3D%3D