While there is a lot of activity going on to build CCS chargers, the current state of the CCS charging network is not great. This is a competitive advantage for Tesla.
So GM and Ford wanted to sign deals to use Tesla's charger network to remove a competitive advantage that Tesla had. Tesla apparently agreed to that, but one condition is that GM and Ford had to agree to switch future vehicles over to Tesla's previously-proprietary (and still Tesla-controlled) "NACS" standards instead of CCS. GM and Ford agreed. Rivian appears to have followed suit after GM and Ford agreed.
Other automakers are now evaluating the landscape to see where things will fall. The best alternative was always going to be that we had a unified CCS standard future, but now that GM/Ford have made that impossible, they may decide that it's better to get some leverage by unifying on NACS rather than having a split-standard future.
So GM and Ford wanted to sign deals to use Tesla's charger network to remove a competitive advantage that Tesla had. Tesla apparently agreed to that, but one condition is that GM and Ford had to agree to switch future vehicles over to Tesla's previously-proprietary (and still Tesla-controlled) "NACS" standards instead of CCS. GM and Ford agreed. Rivian appears to have followed suit after GM and Ford agreed.
Other automakers are now evaluating the landscape to see where things will fall. The best alternative was always going to be that we had a unified CCS standard future, but now that GM/Ford have made that impossible, they may decide that it's better to get some leverage by unifying on NACS rather than having a split-standard future.