Xin Lang Cai Jing·2026-01-06 16:16Core Viewpoint - Nvidia is attempting to challenge Tesla and a few other companies in the autonomous vehicle sector, while Tesla's CEO Elon Musk expresses no concern about this competition [1][4]. Group 1: Nvidia's Developments - Nvidia launched a series of open-source autonomous driving models named Alpamayo, which are designed to make "human-like" decisions and handle rare or tricky scenarios through reasoning rather than traditional rule-based methods [5][6]. - The new model series is expected to enhance Nvidia's influence in the growing autonomous vehicle industry, which the company views as a significant opportunity [6]. - Nvidia's CEO Jensen Huang stated that the company has been developing autonomous vehicle technology for eight years and has thousands of employees dedicated to this sector [6]. Group 2: Industry Reactions and Competitors - Companies like Uber, Jaguar Land Rover, and Lucid Group are interested in using Alpamayo to develop fully autonomous vehicles, and they have previously collaborated with Nvidia on autonomous technology [6]. - Mercedes-Benz announced plans to launch a CLA model equipped with advanced driver assistance features similar to those offered by Tesla later this year [6]. - Lucid and Uber also unveiled a near-production vehicle designed for autonomous taxi services this week [6]. Group 3: Market Impact - Following Nvidia's announcements, its stock rose by 1.6%, while Tesla's stock faced selling pressure, dropping approximately 3% [7]. - Nvidia introduced its next-generation AI, the Vera Rubin series of chips, which is expected to significantly improve performance and cost-effectiveness compared to the current Blackwell platform [7]. - Tesla plans to reduce its reliance on Nvidia chips in its data centers, while xAI is collaborating with Nvidia to build a large data center in Saudi Arabia, expected to utilize the Rubin platform [7][3].