黄仁勋刚投了Robotaxi，“下一个万亿美元”

Core Viewpoint - Nvidia's recent investment in the UK-based autonomous vehicle startup Wayve, amounting to $500 million (approximately 3.56 billion yuan), signals a strategic move into the robotaxi market, with Nvidia's CEO Huang praising Wayve as a potential trillion-dollar company [1][2][24]. Investment Details - Nvidia plans to invest £2 billion (approximately $2.7 billion, 19.2 billion yuan) in various UK AI startups, with about one-fifth of this funding directed towards Wayve [2]. - Wayve has signed a letter of intent with Nvidia for the upcoming funding round, which includes the $500 million investment [2][3]. Previous Investments - Nvidia previously participated in Wayve's Series C funding round, which raised approximately $1.05 billion (around 7.47 billion yuan) last year, alongside major investors like SoftBank and Microsoft [3][5]. Technical Collaboration - Nvidia and Wayve have maintained a collaborative relationship since 2018, with Wayve's second-generation autonomous driving platform integrated into Ford's Mach E test vehicles using Nvidia's GPUs [5]. - Wayve's latest third-generation platform utilizes Nvidia's Thor development kit, aiming for Level 3/Level 4 autonomous capabilities [5]. Wayve's Unique Approach - Founded in 2017 by Alex Kendall and Amar Shah, Wayve focuses on an end-to-end deep learning approach to autonomous driving, which allows AI to learn from real driving environments rather than relying on pre-defined rules [8][12][15]. - Wayve's system processes raw image data from cameras to generate control commands, and it has developed a visual language model, LINGO, to explain its driving decisions [17]. Market Position and Partnerships - Wayve has secured partnerships with major automotive players, including Nissan, which plans to launch vehicles equipped with Wayve's software by the 2027 fiscal year [23]. - Uber is also exploring collaboration with Wayve for a Level 4 robotaxi fleet trial in the UK [23]. Industry Trends - Nvidia has announced the initiation of an internal Robotaxi project, utilizing a similar end-to-end neural network approach as Wayve and Tesla's Full Self-Driving (FSD) technology [24].