以下文章来源于BigBite思维随笔 ，作者BigBite BigBite思维随笔 . Big Bite Small Talk, 杂谈随笔，聊科技，AI，成长，理财，经验杂谈。Stay Hungry 作者 | BigBite 来源 | BigBite思维随笔 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 CES老黄身穿闪闪发光的黑色皮衣宣布Nvidia在自动驾驶领域重磅推出以Alpamayo为核心的研发生态体系，一时间投资圈热议。世界首富马老板近几年已经多次强调 其旗下Tesla的核心价值几乎全部来自于AI和机器人，而其自动驾驶系统FSD正是这个万亿美元科技巨头的王冠上钻石，而Nvidia此次推出Alpamayo被很多投资人认为 是自动驾驶的"安卓时刻"，潜在对其市值评估逻辑产生重大影响，NV公布Alpamayo当天TSLA美股价格就跌去了4%，但是究竟Alpamayo能否打破Tesla FSD的竞争壁 垒还是要从多方面进行深入思考。 算力为王 Nvidia这次公布 ...

Core Viewpoint - Chery Automobile is advancing its AI strategy, transitioning from a technology-focused company to a global AI technology firm, as showcased during the 2026 AI Night event in Wuhu, Anhui [2][10]. Group 1: AI Strategy and Developments - Chery unveiled its comprehensive AI strategy, highlighting key technologies such as the AI assistant "Xiao Qi," Falcon Intelligent Driving, Lingxi Smart Cabin, and Mocha Robot, marking the entry into the AI 2.0 phase [2]. - The company introduced its first AI employee, the humanoid robot "Mo Yin," which has been deployed in over 30 countries for various applications, including factory inspections and exhibition services [4]. - Chery's AI strategy will focus on three main directions: AI for Product, AI for Soul, and AI for Industry, aiming to enhance smart vehicle capabilities, improve user interaction, and reshape enterprise boundaries through AI integration [7][8]. Group 2: Challenges in AI Integration - Chery's Chairman, Yin Tongyue, identified three major challenges in AI development: safety concerns due to the complexity of training data, legal and ethical issues surrounding data privacy and algorithm fairness, and the need for a new quality management framework for AI systems [6]. - The company emphasizes the importance of overcoming these challenges to ensure the safe and effective integration of AI in the automotive industry [6]. Group 3: Industry Context and Competitiveness - The automotive industry is increasingly focusing on AI, with many companies ramping up investments in smart cockpit technologies, operating systems, and intelligent driving [11]. - Competitors like Geely are also advancing their AI capabilities, with plans to launch new models and achieve significant sales targets, indicating a competitive landscape driven by AI innovation [11]. - Industry experts suggest that the future competitiveness of the automotive sector will hinge on manufacturing, digital technology, and AI, forming a new triangular model of competition [12].

Investor Gary Black, managing director of The Future Fund LLC, has shared that Tesla Inc.'s (NASDAQ:TSLA) stock valuation has caused him to exit his position in the automaker.Gary Black Offers Insight Into Tesla Valuation CriticismThe investor, in a post on the social media platform X, offered an insight into his outlook on Tesla, drawing comparisons with Amazon.com Inc.'s (NASDAQ:AMZN) stock during the e-commerce giant's early days.Black shared that he held Amazon stock before it was profitable and trading ...

Core Insights - Nvidia is rapidly advancing in AI technology, solidifying its position as a leader in AI infrastructure through new product releases [1][2] Product Development - Nvidia has introduced the Vera Rubin platform, described as its "first extreme-codesigned, six-chip AI platform," aimed at enhancing efficiency and reducing costs in data centers, which are crucial for AI development [3] - The company is also working on various new programs, including Alpamayo, an open-source model for autonomous vehicles [4] Market Position - Nvidia maintains strong relationships with major tech companies, particularly hyperscalers like Microsoft and Amazon, which rely on Nvidia's technology to support their AI ambitions [5] - The introduction of vertically integrated product lines is expected to deepen client engagement and create higher barriers for competitors [5] Financial Performance - In the fiscal third quarter of 2026, Nvidia reported a 66% year-over-year revenue increase, with a gross margin of 73.4% and earnings per share rising to $1.30 from $1.08 [7] - The company's market capitalization stands at $4.5 trillion, with a current stock price of $187.05 [9] Growth Prospects - Despite impressive past performance, there are concerns about Nvidia's ability to sustain high growth rates as it becomes a larger company [6][10] - Even with a hypothetical compound annual growth rate (CAGR) of 50% over the next decade, Nvidia's sales would only reach $10 trillion, indicating challenges in maintaining growth [10][11] Investment Considerations - While Nvidia has shown significant returns for early investors, the potential for turning a $10,000 investment into $1 million appears less likely moving forward [12]

Tesla Inc. will discontinue the outright sale of its Full Self-Driving (FSD) system, transitioning the software into an exclusively monthly subscription service. The policy change, which will come into effect after February 14, 2026, was announced by its Chief Executive Officer (CEO) Elon Musk on social media platform X (formerly Twitter) on Wednesday.The move eliminates the option for a one-time $8,000 upfront payment. Currently, the subscription is priced at $99 per month.Musk didn’t gave an explanation f ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 来源丨远川科技评论 （ID： kechuangych ） 作者丨 何律衡 图源丨AI制作 2026年第一个星期，车企牛马们收到了黄仁勋的开年大礼包。 刚刚结束的CES展，英伟达早早宣布没有新显卡发布，同时掏出了面向数据中心的 Rubin平台 和面 向自动驾驶的VLA大模型 Alpamayo 。 2026 CES英伟达展台 VLA即Vision-Language-Action（视觉-语言-行动），具体在自动驾驶中，模型会将传感器数据先 变成语言和符号，再通过推理形成决策交由车辆执行。好处是理解能力强，有可解释的推理痕迹，避 免了黑箱情况。 去年，VLA接棒BEV和端到端，是自动驾驶领域当之无愧的年度热词。理想、小鹏、Momenta、地平 线等企业都有类似技术方案。英伟达的 Alpamayo 则是首个开源的VLA大模型。 作为英伟达汽车业务负责人，吴新宙在采访中表示，Alpamayo与特斯拉FSD"非常接近"，在一对一 测试中，内部接管率处于同一水平[1]。 看热闹不嫌事儿大的网友第一时间@马斯克，表示马总这下要睡不着觉了。6 ...

计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 上海市在推动自动驾驶产业发展上一直不遗余力。2022年，上海市发布《上海市加快智能网联汽车创新 发展实施方案》；2023年，浦东新区首批无驾驶人智能网联汽车道路测试牌照发放；2025年7月26日， 上海正式发放首批智能网联汽车示范运营牌照，这标志着上海智能网联汽车示范运营迈入常态化、规模 化新阶段。此次行动计划的出台，也有望为行业的发展提供新的助力。 智通财经获悉，1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发《上海 高级别自动驾 ...

1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发《上海高级别自动驾驶 引领区 "模速智行"行动计划》。其中提到，按照"模型驱动引领、应用示范带动、产业协同发展、政策 举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。 计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 上海市在推动自动驾驶产业发展上一直不遗余力。2022年，上海市发布《上海市加快智能网联汽车创新 发展实施方案》；2023年，浦东新区首批无驾驶人智能网联汽车道路测试牌照发放；2025年7月26日， 上海正 ...

智通财经APP获悉，1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发 《上海高级别自动驾驶引领区 "模速智行"行动计划》。其中提到，按照"模型驱动引领、应用示范带 动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。 计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 东方证券发布研报称，随着英伟达自动驾驶生态持续拓展、高级别自动驾驶及Robotaxi渗透率逐步提 升，预计智驾芯片、激光雷达、域控制器、线控制动/转向等高级别自动驾驶相关零部件需求将迎 ...

Core Insights - Deutsche Bank predicts that 2026 will mark the year of large-scale deployment for Robotaxis and humanoid robots, transitioning from testing to commercialization [2][3] - The report emphasizes the emergence of a new supply chain for humanoid robots, with suppliers shifting focus to achieve mass production [3][5] Group 1: Humanoid Robot Supply Chain - The supply chain for humanoid robots is taking shape, with actuators becoming the "muscle" entry point [4] - Schaeffler aims to be a key supplier of actuators for humanoid robots, showcasing a compact integrated planetary gear actuator at CES [6] - Hyundai Mobis plans to supply actuators for Boston Dynamics' Atlas, leveraging the automotive supply chain for manufacturing [7] Group 2: Onboard Chip Landscape - Nvidia remains the dominant player in onboard processors for humanoid robots due to performance and ease of use, with various companies utilizing its Jetson Orin or Thor [8][9] - Tesla and Xpeng are developing their own inference chips, indicating a diversification in the chip landscape [9] Group 3: Physical AI Transition - A significant paradigm shift is observed from pre-programmed actions to visual-language-action (VLA), enabling robots to reason and complete tasks [11][12] - The industry debate has shifted from "simulation vs. reality" to how to efficiently close the loop between the two [14] Group 4: Commercial Viability of Humanoid Robots - The report suggests that general-purpose humanoid robots will initially be deployed in specific scenarios to prove commercial viability before entering households [18][19] - Keenon Robotics holds a 40% global market share in service robots, with plans to showcase its humanoid robot XMAN-R1 at CES 2026 [20] Group 5: Cost Reduction and Scalability - Cost reduction in humanoid robots is driven by increased volume and improved supplier negotiations, with some companies reporting costs dropping from $200,000 to $100,000 [22][24] - Mobileye's Mentee project indicates that with an annual production of 50,000 units, manufacturing costs could drop to $20,000 per unit, and potentially to $10,000 with 100,000 units [24] Group 6: Robotaxi Commercialization Momentum - Deutsche Bank believes that 2026 will see stronger commercialization momentum for Robotaxis, with Tesla planning to launch its Robotaxi in 2025 [26][27] - Waymo has provided over 10 million paid rides since its inception, with plans to expand its service to international markets [27][28] Group 7: Nvidia's Alpamayo Platform - Nvidia introduced the Alpamayo platform for autonomous driving, aiming to lower the barrier for automakers to deploy advanced capabilities [30][31] - Despite the potential advantages, concerns remain about whether Nvidia can meet real-world edge cases compared to Tesla's data collection [31][32] Group 8: Industry Innovations - Aptiv showcased an end-to-end AI-driven ADAS platform, emphasizing cross-industry applications and real-time data sharing [33] - Visteon launched a SmartCore HPC domain controller with 700 TOPS, facilitating the integration of multiple sensors into a single system [35]