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GM confirms Chevy Bolt EV battery production has resumed

Credit: Chevrolet

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General Motors announced that battery production for the Chevy Bolt EV is once again underway. Battery production resumed on Monday, the automaker said, and outlined a course of action to “ensure that customers can safely and confidently drive, charge, and park the Chevy Bolt EV and EUV.”

Over the past twelve months, the Bolt EV has had three recalls related to battery issues that have caused combustion in some instances. During the July recall, the second related to battery problems, GM announced that “the simultaneous presence of two rare manufacturing defects in the same battery cell” caused an increased risk of battery fires. The recall affected around 69,000 cars worldwide.

GM then doubled down on the recall in late August, announcing that it had temporarily halted production of the Bolt altogether. GM spokesman Daniel Flores commented:

“We will not resume repairs or restart production until we are confident LG is producing defect-free products for us.”

As of now, manufacturing of the Bolt EV has not resumed, only the production of the battery cells that the vehicle utilizes.

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The recalls set GM back around $1.8 billion so far this year and led to a widespread case of paranoia among those who saw the vehicles on the road. A parking lot in San Francisco actually prohibited Bolt EVs from parking at their facility due to the battery issues.

Now, GM has announced that production has resumed for Bolt EV batteries. Due to an updated manufacturing process and new advanced diagnostics software from GM, there is now confidence from the Detroit-based automaker that the worst of the issues are now behind them. “We’re grateful for the patience of owners and dealers as we work to advance solutions to this recall,” GM Executive VP of Global Product Development, Purchasing and Supply Chain, Doug Parks, said. “Resuming battery module production is a first step and we’ll continue to work aggressively with LG to obtain additional battery supply. In addition, we’re optimistic a new advanced diagnostic software will provide more convenience for our customers.”

The Bolt EV utilizes cells from battery supplier LG, which operates cell production plants in Holland and Michigan. Both facilities have resumed production and replacement battery modules will be shipped to dealers “as soon as mid-October,” the company said. LG has worked with GM to initiate and implement a new plan of attack that will recognize and identify defects in battery cells, providing confidence in the batteries moving forward.

How the Chevy Bolt EV became GM’s 1.8 billion dollar problem

In terms of the replacement process of the affected population, GM said it will “continue to prioritize Chevy Bolt EV and EUV customers whose batteries were manufactured during specific build timeframes where GM believes battery defects appear to be clustered. The company has established a notification process that will inform affected customers when their replacement modules will be available.” The new batteries will include an extended warranty as well: 8-year/100,000-mile limited warranty (8-year/160,000 km limited warranty in Canada).

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Additionally, GM will launch a new advanced diagnostic software that will roll out within approximately 60 days. The software will detect specific abnormalities that might indicate a damaged or defective battery in either the Bolt EV or EUV, alerting customers of abnormalities. GM plans to allow owners to return to 100% state of charge once diagnostic processes are completed. For now, the company states that owners should do the following:

  1. Set the vehicle to a 90 percent state of charge limitation using Target Charge Level mode. Instructions on how to do this are available on chevy.com/boltevrecall. If customers are unable to successfully make these changes or do not feel comfortable making these changes, GM is asking them to visit their dealer to have these adjustments completed.
  2. Charge the vehicle more frequently and avoid depleting battery below approximately 70 miles (113 km) of remaining range, where possible.
  3. Continue to park vehicles outside immediately after charging and do not leave vehicles charging indoors overnight.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI

The CEO stated that Nvidia is already an investor in xAI, but he wished he had given the artificial intelligence startup more money.

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Credit: Elon Musk/X

Nvidia CEO Jensen Huang revealed that one of his investment regrets is not putting more money into Elon Musk’s artificial intelligence startup, xAI. 

Speaking in a CNBC interview, Huang said Nvidia is already an investor in xAI but wished he had given the artificial intelligence startup more money. This was due to Musk’s record of building transformative companies such as Tesla and SpaceX.

A new wave of transformative AI firms

Huang said he’s very excited about xAI’s latest financing round. He described Musk’s company as part of a powerful new generation of AI developers, alongside OpenAI and Anthropic. that are reshaping the computing landscape.

“I’m super excited about the financing opportunity they’re doing. The only regret I have about xAI, we’re an investor already, is that I didn’t give him more money. You know almost everything that Elon’s pat of, you really want to be part of as well,” the Nvidia CEO stated.

The CEO also clarified Nvidia’s investment in xAI, revealing that Elon Musk had offered the investment opportunity to the chipmaker. “He (Musk) gave us the opportunity to invest in xAI. I’m just delighted by that,” Huang stated.

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AI investment boom

Huang contrasted today’s AI-driven economy with the early days of the internet. “Back then, all the internet companies combined were maybe $30 or $40 billion in size,” he said. “If you look at the hyperscalers now, that’s about $2.5 trillion of business already operating today.”

He also stated that the ongoing shift from CPU-based computing to GPU-powered generative AI represents a “multi-trillion-dollar buildout” that Nvidia is looking to support. Huang added that every Nvidia engineer now works with AI coding assistants such as Cursor, which he called his “favorite enterprise AI service,” and it has led to a major productivity boost across the company.

Watch Nvidia CEO Jensen Huang’s CNBC interview in the video below.

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Investor's Corner

Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements

Stifel also maintained a “Buy” rating for the electric vehicle maker.

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Credit: Tesla China

Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.

Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.

Building confidence

In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.

Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.

Tesla’s FSD goals still ambitious

While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.

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“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.

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Tesla Cybertruck gets Full Self-Driving v14 release date, sort of

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Tesla Cybertruck owners are wondering when they will get access to the company’s Full Self-Driving version 14.1 that rolled out to other owners today for the first time.

Cybertruck owners typically receive Full Self-Driving updates slightly later than other drivers, as the process for the all-electric pickup is different. It is a larger vehicle that requires some additional attention from Tesla before FSD versions are rolled out, so they will be slightly delayed. CEO Elon Musk said the all-wheel steering technically requires a bit more attention before rollout as well.

After some owners got access to the v14.1 Full Self-Driving suite this morning, Cybertruck owners sought out a potential timeframe for when they would be able to experience things for themselves.

Tesla owners show off improvements with new Full Self-Driving v14 rollout

They were able to get an answer from Ashok Elluswamy, Tesla’s Head of AI, who said:

“We got you. Coming soon.”

The release of FSD v14.1 for Cybertruck will not be tempered, either. Elluswamy then confirmed that Tesla would be rolling out the full-featured FSD v14 for the pickup, meaning it would be able to reverse and park itself, among other features.

Elluswamy said it would be capable of these features, which were void in other FSD releases for Cybertruck in the past.

Tesla’s rollout of FSD v14.1 brings several extremely notable changes and improvements to the suite, including more refined operation in parking garages, a new ability to choose parking preferences upon arriving at your destination, a new driving mode called “Sloth,” which is even more reserved than “Chill,” and general operational improvements.

Those who were lucky enough to receive the suite have already started showing off the improvements, and they definitely seem to be a step up from what v13’s more recent versions were capable of.

CEO Elon Musk called v14 “sentient” a few weeks back, and it seems that it is moving toward that. However, he did state that additional releases with more capabilities would be available in the coming weeks, but many owners are still waiting for this first version.

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