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Nissan Motor said it is accelerating its Ambition 2030 strategy by pushing AI-powered autonomous driving, linking the next phase of self-driving technology with electrification and a streamlined vehicle lineup. The company also reiterated near-term restructuring and financial targets as it prepares for upcoming product launches and technology testing in Japan.
In mid-April, Nissan announced plans to implement its Ambition 2030 vision, aiming to expand autonomous driving capabilities across all vehicle segments. The approach is built around two systems: AI Drive and AI Partner.
Nissan said it intends to equip AI Drive on 90% of future vehicles. It also expects its next-generation autonomous system, ProPILOT, to reach “eyes-off” driving capability soon.
The first model expected to demonstrate this direction is the all-new Nissan Elgrand, which Nissan said is expected to debut this summer. The company plans to equip the vehicle with the next-generation ProPILOT and achieve end-to-end autonomous driving by the end of fiscal year 2027.
Alongside AI Drive, Nissan said AI Partner will enhance the user experience through intuitive connectivity apps that support daily activities.
Nissan said it will prioritize testing AI technologies in the domestic market first, including exploring fully autonomous driving on the new Elgrand expected to launch in Japan this summer.
Nissan linked its AI push to stronger electrification, arguing that vehicles and batteries will connect to broader energy and data ecosystems. The company said this could enable new business models in mobility services and energy management.
In the near term, Nissan plans to use its e-POWER hybrid technology as a stepping stone toward full electric vehicles, while continuing to develop battery technology and expand its EV lineup. The company also said it will maintain regional flexibility.
At a recent event, CEO Espinosa announced a hybrid version of the Rogue (known as the X-Trail in Japan) and an electric version of the Juke.
Nissan said it plans to reduce the number of models from 56 to 45 to build a leaner, stronger product lineup. It also outlined regional production and brand actions, including raising domestic production in the US to 80% from about 60% and refreshing the Infiniti luxury brand.
In the longer term, Nissan targets annual sales of one million vehicles in the US and China by fiscal 2030, and 550,000 vehicles in its home market.
The company also said it is exporting the N7 electric sedan to Latin America and ASEAN, and the Frontier Pro pickup to the Middle East.
For the fiscal quarter ending December 2025, Nissan reported a net loss of 28.3 billion yen (about $185 million). Revenue fell 6% to nearly 3.0 trillion yen (about $19.6 billion). CEO Espinosa said the result was expected due to restructuring costs.
For the year ending March 2026, Nissan forecast a net loss of 650 billion yen (about $4.2 billion) and expects operating profit by the end of fiscal 2026. Full-year results are scheduled to be released on May 13, when Nissan plans to update progress on Espinosa’s restructuring plan.
In 2025, Espinosa set targets to reduce global production and cut 15% of the workforce, including reducing production outside core markets. In January, Nissan announced the sale of its Rosslyn plant in South Africa to Chery of China, signaling an intent to exit underperforming facilities to stabilize profits.
Nissan’s AI investment aligns with broader industry trends. S&P Global research cited in the announcement says AI is becoming foundational to innovation across automotive design, manufacturing, and performance. It also notes that AI is already a core part of safety in modern cars, including ADAS features such as automatic emergency braking (AEB), lane-keeping assist, and fatigue detection.
Other automakers are also developing AI-powered self-driving systems, including BYD’s “God’s Eye” and Mercedes-Benz’s “Drive Pilot.” In Australia, authorities plan to apply new standards to assess ADAS equipment and real-world effectiveness.
In the next decade, a US analytics firm said AI is expected to transition from trial programs to integrated systems operating fleets of autonomous vehicles, smart factories, and real-time vehicle diagnostics.
Bernstein analysts said Nissan could signal near-term positives, but macro uncertainty makes it difficult to predict whether sustainable revenue growth and a real recovery will occur.
As of early 2026-04-17, Nissan’s shares had fallen more than 7%, and the company’s market capitalization was about 1.36 trillion yen (roughly $8.5 billion).
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