【金牌纪要库】英伟达发布Alpamayo开源AI模型推动“智驾平权”，有望大幅降低高阶智驾准入门槛，推动L3/L4加速进入商业化

Core Insights - Nvidia's release of the Alpamayo open-source AI model is expected to significantly lower the entry barriers for advanced autonomous driving, accelerating the commercialization of L3/L4 levels [1] - The necessary condition for achieving L3 safety redundancy is a core incremental hardware that is anticipated to form a high-growth market worth billions, with companies already positioned technologically [1] - The industry is transitioning from research and development to pre-installation mass production, which is expected to meet the demands of autonomous driving for rapid precise control, multiple redundancy designs, and high decoupling of software and hardware, leading to a substantial increase in L3 penetration rates [1]