The modern car is already a rolling computer. Now it is being taught to converse.

In Supplier Soundbytes, S&P Global Mobility's new concise podcast series, industry executives dissect the forces reshaping the automotive supply chain. In this episode, Dr Moritz Neukirchner, Senior Director, Head of Cross-Portfolio Growth and Strategic Alliances for Elektrobit, argues that AI agents are poised to become the organising interface of the software-defined vehicle (SDV)—not a decorative add-on, but a functional necessity.

At the 2026 CES in Las Vegas, carmakers and suppliers showcased AI copilots designed not merely to chat, but to manage the growing complexity of the modern vehicle—adjusting drive modes, configuring advanced driver-assistance systems, personalising cabin settings and navigating increasingly layered infotainment menus through natural conversation. The ambition is less about booking dinner than orchestrating the car itself. Yet, as Dr Neukirchner observes, the leap from demonstration to dependable deployment is slower than the hype suggests.

The obstacle is not only technical. It reflects the awkward realities of regulation, computing power and trust. Privacy regimes differ sharply between Europe, America and China. Carmakers must decide which data may leave the vehicle and which must remain within it. The emerging answer is "edge AI": inference performed inside the car. Processing on board reduces latency, limits data-transfer costs and helps satisfy regulators wary of cloud dependency.

Yet the cloud will remain indispensable. Training models, pushing updates and handling compute-intensive workloads will continue to rely on remote infrastructure. The likely outcome is a hybrid architecture, with responsibilities divided between vehicle and server according to use case and jurisdiction.

Beneath the technical debate lies a larger shift. As vehicles become more software-driven, their functionality grows more intricate. Without a new interface, complexity risks overwhelming the driver. AI agents, argues Dr Neukirchner, may become the layer that renders the SDV usable. In that sense, they are less a novelty than a necessity.

Dr. Moritz Neukirchner

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