Core Viewpoint - The article discusses NVIDIA's advancements in the autonomous driving sector, particularly the launch of the open-source VLA model Alpamayo, which aims to enhance the capabilities of self-driving vehicles and compete in the market against local Chinese manufacturers [3][4][9]. Group 1: NVIDIA's Innovations - NVIDIA's CEO Jensen Huang announced at CES 2026 that the future will see 1 billion vehicles achieving high or full automation, with autonomous taxis being one of the first beneficiaries [3]. - The Alpamayo model, featuring a 10 billion parameter architecture, is designed to support Level 4 autonomous driving and is the first open-source AI system capable of reasoning and decision-making for self-driving vehicles [4][5]. - The Alpamayo series includes simulation tools and an open dataset with over 1,700 hours of driving data, providing a comprehensive foundation for developers [4]. Group 2: Competitive Landscape - Despite NVIDIA's advancements, local Chinese companies like Li Auto, Xpeng, NIO, and Huawei have already developed similar models, indicating a competitive landscape where NVIDIA is not the frontrunner [4][5]. - NVIDIA faces immediate challenges in the Level 2 assisted driving market, where it has announced a partnership with Mercedes-Benz to deploy its full-stack assisted driving solution in the 2025 model of the CLA [5][7]. - The collaboration with Mercedes-Benz involves a dual-system approach, combining an end-to-end AI system with a traditional safety-certified system to ensure reliability in complex driving scenarios [7]. Group 3: Market Opportunities and Challenges - NVIDIA's strategy includes targeting overseas markets, where the penetration of assisted driving solutions is still low compared to China, presenting significant opportunities for growth [9]. - The company is working to improve its autonomous driving solutions, with plans for quarterly software updates to enhance user experience following previous setbacks in the Chinese market [8][9]. - Despite being behind local competitors in China, NVIDIA aims to regain its influence in the autonomous driving sector through strategic partnerships and technological advancements [9].

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 本期关注公司：高通、元戎启行、月之暗面。 元戎启行与高通达成合作，开发智能驾驶方案 我们获悉，智能驾驶研发商元戎启行已经与芯片巨头高通达成合作。 元戎启行或基于高通骁龙 8650 芯片开发智能驾驶方案。高通 8650 芯片的算力可达 100TOPS，适用于中高阶智 能驾驶方案开发。对于上述信息，元戎启行不予置评。 此前，元戎启行主要使用英伟达的智能驾驶芯片。例如，元戎启行已经量产的端到端方案，使用的智驾芯片是英 伟达 Orin-X，单颗算力可达 254TOPS。今年 3 月，元戎启行还宣布，将于 2025 年采用英伟达 Thor 芯片适配其 端到端模型，届时将成为业内首批使用 Thor 芯片的企业之一。 元戎启行与高通达成合作，可降低智能驾驶解决方案成本，从而拓展更多客户。 当前，元戎启行智驾方案官宣的量产车型数量低于行业内的头部厂商。2024 年，预计有 20 多款搭载大疆车载智 驾系统的车型上市。Momenta 的智驾软件已经跟随上汽、比亚迪、广汽等车企的汽车跑在路上，接下来 ...