英伟达还是放不下自动驾驶

Core Viewpoint - Nvidia is launching a comprehensive offensive in the autonomous driving sector with its open-source VLA model, Alpamayo, which aims to provide car manufacturers with a robust foundation for developing their own autonomous driving technologies [6][10][21]. Group 1: Nvidia's Innovations - At CES 2026, Nvidia announced the Alpamayo model, which utilizes a Vision-Language-Action (VLA) approach to enhance decision-making in autonomous driving by making the reasoning process interpretable and traceable [7][10]. - Alpamayo is the first open-source VLA model, allowing car manufacturers to customize it based on their data and needs, thus reducing development complexity while ensuring algorithmic differentiation [10][11]. - Alongside Alpamayo, Nvidia also introduced AlpaSim for closed-loop testing and the Physical AI dataset, which contains over 1,727 hours of driving data, providing a comprehensive toolkit for developers [11][13]. Group 2: Competitive Landscape - Other companies, such as Xiaopeng and Li Auto, are also developing VLA models, indicating a competitive shift towards this technology in the autonomous driving space [8][10]. - Tesla's FSD appears to be adopting a similar VLA-like architecture, although it remains less transparent compared to Nvidia's approach [10][14]. Group 3: Nvidia's Business Strategy - Nvidia's automotive business, while dominant in high-level driving assistance, has not met revenue expectations compared to its data center operations, prompting a strategic shift to provide more comprehensive support to car manufacturers [15][20]. - The company aims to create a closed-loop toolchain for intelligent driving, integrating cloud training and vehicle-side inference, thus facilitating easier adoption of its hardware and software solutions by automakers [21][22]. - Nvidia's strategy reflects a balance between standardization and customization, as it seeks to provide a rich software toolbox while avoiding direct involvement in specific autonomous driving projects [22][24].