Core Viewpoint - Nvidia CEO Jensen Huang stated that Tesla's autonomous vehicle technology is the most advanced in the world, indicating that Tesla is already utilizing end-to-end AI in its Full Self-Driving (FSD) stack [1][2]. Group 1: Tesla's Autonomy Technology - Huang's comments highlight that the performance of Tesla's AI in terms of explicit reasoning is secondary to its end-to-end capabilities, aligning with Tesla's description of its FSD stack since its 2023 rewrite [3]. - The acknowledgment from Huang has shifted the narrative around Tesla's autonomy, with various social media accounts amplifying his praise and framing it as a significant endorsement of Tesla's technology [4]. Group 2: Market Reaction and Analysis - The market response included posts that emphasized Huang's recognition of Tesla's achievements, with comments suggesting that Tesla is doing an exceptional job in developing its autonomy stack [4]. - Huang categorized autonomy into four layers, noting that Tesla has effectively addressed a "real problem end to end" and built a comprehensive stack using Nvidia chips, which he described as "extraordinary" given Tesla's relatively small team [5]. - The discussion around Tesla's technology has also led to analyses suggesting that Nvidia's Alpamayo platform validates Tesla's approach, while simultaneously opening opportunities for competitors [6].