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 enhance decision-making capabilities in vehicles while providing a robust framework for car manufacturers to develop their own solutions [5][8][10]. Group 1: Nvidia's Innovations - The VLA model (Vision-Language-Action) transforms sensor data into language and symbols, allowing for better decision-making in autonomous driving, thus avoiding the "black box" issue prevalent in previous models [7][9]. - Alpamayo is the first open-source VLA model, enabling car manufacturers to customize it based on their data and requirements, effectively lowering development barriers while ensuring algorithmic differentiation [10][22]. - Alongside Alpamayo, Nvidia provides a simulation framework (AlpaSim) and a dataset (Physical AI) with over 1727 hours of driving data, creating a comprehensive toolkit for developers [11][13]. Group 2: Competitive Landscape - Other companies, including Xiaopeng and Li Auto, are also developing VLA models, indicating a competitive rush in the autonomous driving technology space [9][10]. - Tesla's Full Self-Driving (FSD) system appears to adopt a similar VLA-like architecture, highlighting the competitive dynamics between Nvidia and Tesla in the autonomous driving market [9][10]. Group 3: Nvidia's Business Strategy - Nvidia's automotive business, while dominant in high-level autonomous driving, has not yet met revenue expectations compared to its data center market performance, indicating a need for strategic adjustments [15][20]. - The company aims to provide a "nanny service" approach, offering detailed guidelines and tools for car manufacturers to develop their own autonomous driving algorithms without Nvidia directly engaging in project execution [21][22]. - The strategy focuses on enhancing the richness of software toolkits while maintaining a distance from direct involvement in custom algorithm development, thus preserving Nvidia's core business model of selling standardized chips [22][24].