CNBC·2026-01-07 15:06Core Insights - Tesla CEO Elon Musk stated that it will take several years before Nvidia's new autonomous vehicle models can compete seriously with Tesla's Full Self-Driving (FSD) technology [1][2] - Musk emphasized that self-driving technology will not become significantly safer than human drivers for many years [2] - Musk noted that legacy car manufacturers will not integrate cameras and AI computers into their vehicles at scale until several years after Nvidia's advancements, suggesting competitive pressure on Tesla may arise in 5 to 6 years, but likely longer [3] Summary by Category Tesla - Tesla's FSD technology is currently positioned as a leader, with Musk indicating that Nvidia's models will not pose a serious threat for several years [1] - The timeline for achieving a level of safety in self-driving technology that surpasses human drivers is projected to be lengthy [2] Nvidia - Nvidia announced a new family of open AI models for autonomous development called Alpamayo during the CES conference [2] - The competitive landscape for autonomous driving technology is evolving, but significant competition from Nvidia is not expected in the near term [1][3] Industry Dynamics - Legacy car manufacturers are anticipated to lag in the integration of advanced AI and camera systems into their vehicles, which may delay competitive pressures on Tesla [3] - The overall timeline for advancements in self-driving technology suggests a gradual evolution rather than immediate disruption [2][3]