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Barchart
Barchart
Ruchi Gupta

This EV Giant Now Wants to Power AI Data Centers. How to Play Its Stock Here.

General Motors Company (GM) is a Detroit-based global automotive powerhouse founded in 1908, operating iconic brands including Chevrolet, GMC, Cadillac, and Buick across more than 100 countries. Far beyond its legacy as a truck and SUV manufacturer, GM is aggressively reinventing itself as a technology-driven mobility company.

In 2025, OnStar reached a record 12 million subscribers, including more than 620,000 Super Cruise users, reflecting nearly 80% year-over-year (YoY) growth, with OnStar Fleet subscriptions climbing to 2 million, double any competing service. With Super Cruise autonomous driving, a growing EV portfolio anchored by the Ultium platform, and a software and services business targeting $3.1 billion in 2026 revenue, GM is rapidly evolving from a cyclical manufacturer into a durable, software-enabled mobility enterprise.

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