芯片主业承压！英伟达入局Robotaxi？业内人士：或打造“开放版FSD”吸引车企合作

Group 1 - Nvidia is incubating a Robotaxi project, transitioning from a chip supplier to a direct participant in the market, driven by the need for a technology closed-loop [1] - The global Robotaxi market is expected to reach 488.8 billion yuan in China and 834.9 billion yuan globally by 2030, with Nvidia aiming to validate its full-chain engineering capabilities through practical projects [2] - Nvidia's Drive Orin-X holds a 39.8% market share in the domestic smart driving domain control chip market, but its automotive revenue is only 1.31% of total revenue, indicating a need for growth in this segment [4] Group 2 - Nvidia's automotive business is under pressure, with most profits coming from data centers, which accounted for 88% of total revenue in the 2025 fiscal year [6] - The company faces challenges in real-world testing and data accumulation compared to competitors like Tesla, which have more comprehensive operational experience [5][7] - The Robotaxi sector is capital-intensive and still in its early stages, with companies like WeRide and Pony.ai reporting significant operational costs relative to their revenues [5] Group 3 - Nvidia's entry into the Robotaxi market may accelerate the differentiation of technology routes and resource concentration towards leading companies, potentially reshaping the market landscape [11] - The company aims to create an "open version of FSD" to attract partnerships with automakers, countering Tesla's closed ecosystem [11] - Despite the dominance of companies like Waymo and Cruise in the U.S. market, the global autonomous driving industry remains in its early stages, with evolving technology routes and business models [11]