NVIDIA (NASDAQ:NVDA), Tesla (NASDAQ:TSLA), Uber Technologies (NYSE:UBER)

This isn't just a supplier relationship. It's a platform strategy.The Anti-Tesla Stack Is Taking ShapeAt the center is Nvidia's DRIVE Hyperion platform—a standardized hardware and software stack that multiple automakers can build on.That's a fundamentally different model from Tesla's vertically integrated approach. While Tesla controls everything from chips to software to fleet, Nvidia is enabling an open ecosystem where dozens of players can scale simultaneously.And that scale matters.Instead of one compan ...