Nio's William Li Discusses AI in Autos with Qualcomm's Frank Meng

Qualcomm China Chairman Frank Meng believes the auto industry will drive AI forward, as cars are becoming the next major platform for AI adoption. The speed of change in autos is pushing the pace for AI, as vehicle users cannot tolerate dropped connections or delays. Meng expects the current memory crunch to last at least until 2027, impacting AI infrastructure demand across vehicles, phones, PCs, and other connected devices. Nio's ET9 flagship is a mobile living environment with emotionally aware features, blending long-term bets with near-term commercialization.