Sou Hu Cai Jing·2025-09-18 09:46Core Insights - Nvidia is incubating a new Robotaxi project led by senior director Ruchi Bhargava, utilizing an end-to-end technology approach that leverages simulation to enhance neural network training, similar to Tesla's Full Self-Driving (FSD) strategy but with a stronger technical foundation [4][5] - The project is supported by Nvidia's Cosmos world model, which integrates various data types to generate high-quality synthetic video data, having completed 20 million hours of pre-training [4] - Nvidia plans to invest $3 billion in the Robotaxi project, contrasting with Waymo's cumulative investment of approximately $12 billion to achieve its current operational scale [5] Company Strategy - The aim of Nvidia's Robotaxi initiative is not merely business expansion but to validate its full-chain engineering capabilities from GPU chips to physical AI models, thereby defining the infrastructure and ecological standards for the next generation of "physical AI" [5] - The US Robotaxi market is expected to accelerate by 2025, with Waymo operating in seven cities and Tesla launching services in Austin and the Bay Area, achieving significant download numbers [5][6] Competitive Landscape - Despite facing challenges in autonomous driving software, Nvidia possesses significant advantages, including its self-developed DRIVE Thor chip with a computing power of 2000 TOPS, enhancing end-to-end model inference efficiency [6] - Industry experts note that the Robotaxi market is still in its early stages, with Waymo operating around 700 vehicles and Tesla deploying only a few dozen in Austin, indicating that Nvidia's entry is timely and offers opportunities to compete for technological leadership [6] Financial Outlook - Nvidia's net profit for Q2 2025 is projected to reach $26.4 billion, providing substantial funding for long-term research and development [6] - Jensen Huang, Nvidia's CEO, emphasizes that autonomous vehicles represent a major commercial application of robotics and a multi-trillion-dollar industry [6]