General MotorsGM
GM's EV push pulls in battery cells, lithium and the chips behind software-defined cars.
Where the cash goes~$19B / yr · FY2025
Capex$11B
R&D$8B
Money flows left → right · hover a node · click to open the stock.ComponentsMaterialsAI Accelerators
Most exposed to GM's spend
- LG Energy SolutionprivateCurated
Ultium battery-cell joint venture.
Components - AlbemarleALBCurated
Lithium for battery cathodes.
Materials - QualcommQCOMCurated
Snapdragon Digital Chassis compute.
Components - NvidiaNVDACurated
Compute for autonomy programs.
AI Accelerators
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.