实际上，据《每日经济新闻》记者观察，此前英伟达已经投资了包括文远知行等Robotaxi企业。对于此次从"赋能者"到"亲自下场"的角色深化，盘古智库高 级研究员江瀚在接受记者采访时分析认为，背后是其技术闭环需求驱动的战略升级。 "此前作为芯片供应商，英伟达难以充分验证其芯片与复杂算法在实际运营中的协同效率。而亲自下场可构建全技术栈闭环，借运营获取大量极端、长尾场 景的真实数据，从而持续优化模型训练，反哺其技术生态。"江瀚表示。 Robotaxi行业升温，算法与商业面临双重挑战 每经记者｜刘曦 每经编辑｜余婷婷 近两年，全球Robotaxi行业热度急速升温。据西南证券报告预测，2030年，中国和全球Robotaxi市场规模将分别达4888亿与8349亿元。当前，中美两国处于 Robotaxi第一梯队，都已成功进行无主驾安全员的小规模运营，并开始商业化发展。 近日，据36氪汽车报道，英伟达内部正在孵化Robotaxi（无人驾驶出租车）项目，引发市场关注。对此，《每日经济新闻》记者尝试联系英伟达中国处了解 详情，截至发稿暂未获回应。 有观点认为，英伟达若布局Robotaxi可能是想效仿特斯拉的发展路线，通过实际项目验 ...

Group 1 - Nvidia's market capitalization surpassed $4 trillion for the first time on July 9, 2023, highlighting its significant growth in the AI infrastructure sector [2] - CEO Jensen Huang's frequent appearances at major technology conferences indicate Nvidia's strategic positioning as a key player in the AI era, moving beyond its traditional chip manufacturing identity [2][3] - Huang emphasized the explosive growth potential of the AI industry, comparing it to the evolution of the chip industry from $300 million in 1993 to a trillion-dollar data center market [2] Group 2 - China is recognized as the second-largest data center market globally, contributing 75% of global consumer electronics manufacturing and 40% of AI paper production [3][4] - Huang stated that losing access to the Chinese market would be detrimental, as there is no alternative to China's unique position in the global tech landscape [4] - Nvidia's collaborations with leading Chinese companies in the automotive sector, such as BYD and Xpeng Motors, showcase its commitment to integrating Chinese innovation into global technology standards [4]