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Global EV sales climbed 29% in March, powered by China & Europe

Global electric vehicle (EV) sales climbed up by 29% in March 2025, driven by robust growth in China and Europe, according to Rho Motion data. The figures highlight a resilient EV market despite trade tensions and policy shifts.
Total sales of battery-electric vehicles (BEVs) and plug-in hybrids (PHEVs) reached 1.7 million units globally. China led with a 36% sales increase to nearly 1 million electric vehicles, fueled by strong consumer demand and incentives. Europe followed, posting a 24% rise to 0.4 million registrations, with Germany, Italy, and Britain driving BEV growth.
“Emission targets and regulations helped BEV sales in some of the continent’s main car markets – Germany, Italy, and Britain,” said Rho Motion’s data manager Charles Lester.
In contrast, the U.S. and Canada saw a modest 12% uptick, reaching EV 0.2 million units, reported Reuters. Growth in North America faced headwinds, partly attributed to U.S. President Donald Trump’s stance on emissions standards and new trade policies. The United States implemented 25% tariffs on foreign auto imports starting April 3, which Trump claims will boost domestic manufacturing and jobs. However, analysts predict that Trump’s tariffs could impact global supply chains and increase prices while lowering sales in the country.
Tesla CEO Elon Musk addressed tariff impacts on X. Tesla sent a letter to the U.S. Trade Representative noting that “certain parts and components are difficult or impossible to source within the United States.” The tariffs are expected to raise costs for foreign-sourced parts, affecting EV pricing.
China’s retaliatory tariffs may further complicate matters. In Tesla’s case, China’s tariffs could potentially double the prices of the U.S.-made Model S and Model X, per Lester’s analysis. In addition, the European Union and China are exploring minimum pricing for Chinese EV imports to replace last year’s EU tariffs, aiming to stabilize trade.
Other regions reported a 13% sales increase in EVs, reflecting steady but slower EV adoption. Despite North American challenges, global demand remains strong, particularly in China and Europe, where policy support and market maturity drive growth. As trade dynamics evolve, the EV sector faces both opportunities and hurdles in sustaining its upward trajectory.
Elon Musk
Tesla recruits data collection operators for Optimus bot development

Tesla is recruiting Data Collection Operators to propel the development of its Optimus humanoid robot. The new hires will be critical in supporting Tesla’s data collection team to refine the Optimus bot.
The primary responsibilities of Data Collection Operators include gathering data, addressing engineering requests, and providing equipment feedback. Candidates must demonstrate data-driven decision-making and enthusiasm for robotics.
“We are looking for someone with enthusiasm for the field of robotics and a strong desire to contribute to the development of [the] Tesla Bot,” Tesla noted.
Available shifts for Tesla’s Data Collection Operators include 8:00 AM–4:30 PM, 4:00 PM–12:30 AM, or 12:00 AM–8:30 AM, with flexibility for overtime and weekend work.

Operators will walk pre-determined test routes daily, wearing motion capture suits and Virtual Reality headsets to perform specific movements based on project needs. Requirements include the ability to walk over seven hours daily while carrying up to 30 pounds, a height between 5’6” and 6’, and comfort with extended VR use. Candidates must also exhibit hand/eye coordination, body awareness, and the ability to travel up to 25% of the time with daily regional driving.
Elon Musk recently showcased Optimus advancements, sharing a dance video highlighting the Tesla bot’s agility and swift progress. Optimus has evolved significantly since its 2022 debut at AI Day, where semi-functional prototypes walked and moved arms. Critics initially questioned its reliance on remote control, but Tesla’s ongoing efforts are silencing doubters.
Morgan Stanley analysts project a $5 trillion market for humanoid robots by mid-century, with Tesla’s Optimus poised to capitalize in industrial and commercial applications. As Tesla pushes the boundaries of robotics, the Data Collection Operator roles underscore its commitment to innovation.
With Optimus advancing, Tesla’s recruitment reflects its strategic focus on AI and robotics. The data collected will refine the Optimus bot. Tesla Optimus could transform industries and position Tesla as a leader in the humanoid robot market, aligning with Musk’s vision for a tech-driven future.
Elon Musk
Elon Musk’s $56B pay package under review by new Tesla committee
Tesla forms a special board committee to reassess Elon Musk’s 2018 compensation. New performance-based options may be on the table for Musk.

Tesla’s board has established a special committee to evaluate CEO Elon Musk’s pay package. The move comes as the company navigates a pivotal shift in its strategic direction.
According to the Financial Times, the new committee could craft a new stock options package. The committee, comprising Tesla board Chair Robyn Denholm and independent director Kathleen Wilson-Thompson, is tasked with reviewing Musk’s compensation, noted sources familiar with the matter.
The group will explore alternative compensation methods for Musk’s past contributions if the 2018 $56 billion pay package is not reinstated. Any new stock options would be tied to Tesla meeting financial, operational, and share price targets. Musk’s 2018 pay package is currently under appeal.
Last month, Tesla disclosed the formation of a special committee to address compensation matters involving Musk, though details were sparse. In March 2025, Musk appealed to restore his record-breaking $56 billion compensation, arguing that Delaware Chancery Court Judge Kathleen McCormick made “multiple legal errors” in rescinding it. The appeal began on March 11, 2025. Musk along with current and former Tesla directors are challenging McCormick’s application of the entire fairness standard in her ruling.
Tesla is at a crossroads as it pushes forward with robotaxis and humanoid robots. This shift repositions Tesla as an AI and robotics leader rather than a traditional automaker. Elon Musk is Tesla’s largest shareholder, holding a 13% stake. Earlier this month, Denholm refuted a Wall Street Journal report suggesting the board was seeking a replacement for Musk, reaffirming his central role in the company.
The committee’s review underscores Tesla’s efforts to align Musk’s compensation with its evolving goals amid legal and strategic challenges. As the appeal progresses and Tesla doubles down on AI-driven innovation, the outcome could shape the company’s leadership and market trajectory. With Musk’s vision steering Tesla toward uncharted territory, the compensation debate highlights the high stakes of balancing shareholder value with transformative ambition.
News
xAI’s AI Infrastructure Partnership gains Cisco as a key ally
Cisco joins xAI’s AIP alliance to build the infrastructure behind AI’s next era. The alliance could mobilize up to $100B for AI growth.

Cisco has joined the AI Infrastructure Partnership (AIP), led by xAI, BlackRock, Global Infrastructure Partners, MGX, Microsoft, and NVIDIA.
Cisco joined AIP to advance AI innovation through robust infrastructure. The collaboration underscores the growing momentum behind xAI’s mission to scale AI capabilities.
“AI is only as effective as the technology that connects and secures it. By collaborating across our industry and leveraging public and private partnerships, we intend to build the infrastructure necessary to fulfill the promise of AI as we work together to drive innovation and economic growth,” Cisco stated.
As a technology partner, Cisco joins energy collaborators GE Vernova and NextEra Energy, strengthening AIP’s platform to deliver secure, scalable infrastructure for AI workloads. AIP aims to unlock $30 billion in capital, potentially mobilizing up to $100 billion with debt financing, to support these efforts.
xAI’s partnerships have expanded significantly, with 14 technology collaborators. NVIDIA supplies critical graphic processing units (GPUs) powering xAI’s AI models, including Grok and the Colossus supercomputer. Other partners have not been fully disclosed, but likely include cloud computing or hardware providers enhancing xAI’s infrastructure.
In March 2025, xAI joined a $30 billion AI infrastructure fund with NVIDIA, Microsoft, and BlackRock, focusing on expanding U.S.-based AI resources. This consortium, backed by MGX’s investment fund, bolsters xAI’s ability to scale operations.
By April 2025, xAI partnered with Palantir Technologies and TWG Global to integrate AI models like Grok into financial services. The xAI collaboration with Palantir Technologies and TWG Global is expected to pave the way for broader adoption as more partners are expected to join.
Cisco’s entry into AIP signals a strategic push to address the infrastructure demands of AI’s rapid growth. With xAI at the helm, the partnership leverages industry leaders to ensure secure, efficient systems, positioning the U.S. as a hub for AI innovation. As collaborations expand, xAI’s vision for transformative AI solutions gains momentum, promising economic and technological advancements.
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