Sou Hu Cai Jing·2026-01-12 10:03Core Viewpoint - NVIDIA's CEO Jensen Huang announced the company's latest advancements in the autonomous driving sector at CES 2026, introducing a comprehensive autonomous driving ecosystem named Alpamayo, which enables vehicles to reason in real-world scenarios [1][5]. Group 1: Alpamayo Ecosystem - Alpamayo includes an open-source large model, a global driving dataset, and a high-fidelity simulation framework, allowing vehicles to possess human-like reasoning capabilities [1][5]. - The first vehicle equipped with NVIDIA's full-stack DRIVE system, the Mercedes-Benz CLA, is set to hit the roads in the U.S. in the first quarter of 2026 [3]. - The system can make decisions in complex situations, such as navigating an intersection with a malfunctioning traffic light, without human intervention, and can clearly explain its decision-making process [3][5]. Group 2: Industry Support and Reactions - Alpamayo has garnered significant attention from leading companies in the mobility sector, including Lucid, Jaguar Land Rover, and Uber, highlighting the industry's growing demand for AI systems that can reason about real-world behaviors [7]. - Jaguar Land Rover's product engineering executive emphasized the importance of open and transparent AI development for responsible advancements in autonomous driving [7]. Group 3: Competitive Landscape - Analysts from Morgan Stanley suggest that while NVIDIA's platform offers traditional automakers a faster and more economical way to enhance their systems, it positions them as "faster followers" rather than true leaders in autonomous driving [9]. - Tesla's CEO Elon Musk expressed confidence in Tesla's position, stating that the company continues to lead the field due to its vast fleet collecting real-world driving data daily [9]. - NVIDIA's open-sourcing of Alpamayo presents an opportunity for second-tier automakers and emerging brands to accelerate their development without spending years on foundational models [11]. Group 4: Market Potential - The shift towards efficient reasoning in autonomous driving is expected to change the competitive focus towards computing power and energy efficiency [11]. - The Chinese L3 autonomous driving market is projected to exceed 1.2 trillion yuan by 2030, indicating a significant growth opportunity in the sector [11].