Smart mobility AI technologies, from factory floors to in-vehicle tech to physical AI on the street, is the automobile industry and its newly extended supply chain partners are building today. Enterprise tech opportunities are abundant, despite challenges ranging from legacy tech to compliance, security, and integration. In this report, experts and executives for Lenovo, Cox Automotive, Carnegie Mellon University’s's Heinz College, Percepta, SAP, Cognizant, TERN, Fractal, and AIR (Automated Industrial Robotics) talk smart mobility, explain the new business opportunities emerging, and walk us through the latest tech. How Big Is Smart Mobility and What Enterprise Tech Business Opportunities Are Opening Up A March 2026 Fortune Business Insight report valued smart mobility at $61.95 billion in 2026 and projected the sector to reach $255.75 billion by 2034. However, the reports did not consider the wider gains of the global automotive industry where smart mobility is gaining ground. That industry alone is globally worth anything from 2.5 to 4 trillion, depending on who you are asking, with some projections saying the industry will hit $8 trillion by 2035. In this high-growth environment, leading players, from Toyota, Hyundai, Volkswagen, Tesla, and GM, to name just some, have all announced heavy investments in smart mobility and AI. “Smart mobility is one of the fastest-growing segments of the AI economy, fueled by autonomous systems, connected infrastructure, electric vehicles, and intelligent transportation networks,” Robert Daigle, director and global head of enterprise AI and high-performance computing HPC solutions at Lenovo, told me. “The dominant players include autonomous driving companies, traditional automotive original equipment manufacturers (OEMs) as well as computer providers,” said Daigle. The biggest opportunities are in the technologies that enable mobility at scale, Daigle explained. This includes AI infrastructure, edge computing, sensors, cybersecurity, digital twins, networking, and data platforms. “As transportation becomes more intelligent, demand for