英伟达预计为此项目投入30亿美元，未来将在美国落地开城。作为对比，行业领导者Waymo为达成当前运营规模累计投入约120亿美元。 英伟达发力Robotaxi的逻辑并非简单业务扩张，而是推出Robotaxi技术样本，验证其从GPU芯片到物理AI大模型的全链路工程能力，进而定义下一代"物理 AI"的基础设施与生态标准。 2025年美国Robotaxi市场正加速发展。Waymo已在美国7座城市运营，每周提供超过25万次付费出行。特斯拉于今年9月在奥斯汀和湾区开放Robotaxi服务， 首日下载量超过Uber 40%，比Waymo历史最高下载量高出6倍。 英伟达做 Robotaxi, 马斯克 你怎么看? it T 赤 示 不 止 大 字母榜 据36氪报导，英伟达内部正在孵化全新的Robotaxi项目，由资深高级总监Ruchi Bhargava负责。英伟达采用了一段式端到端技术路线，核心在于通过仿真技 术构建的世界模型对神经网络进行强化训练。这与特斯拉FSD采用的路线高度相似，但英伟达拥有更强大的技术基础。 该技术路线的关键支撑是英伟达今年1月发布的Cosmos世界基础模型。这一平台整合文本、图像、视频及传感器数据，生 ...

Group 1: Conflict Between OpenAI and Tesla - The conflict between OpenAI CEO Sam Altman and Tesla CEO Elon Musk has become a hot topic in Silicon Valley, with Musk accusing Altman of deviating from OpenAI's original mission after its commercialization [1] - Musk has filed a lawsuit against Altman for allegedly breaching the founding agreement, while also establishing xAI to compete directly with OpenAI [1] - Altman has countered Musk's claims by revealing emails that suggest Musk attempted to take control of OpenAI and has been obstructing its progress since being denied [1] Group 2: OpenAI's Autonomous Driving Technology - Altman has hinted at new technology that could enable self-driving capabilities for standard cars, claiming it to be significantly better than current approaches, including Tesla's Full Self-Driving (FSD) [3][4] - However, Altman did not provide detailed information about this technology or a timeline for its development, indicating that it is still in the early stages [5] - The technology is believed to involve OpenAI's Sora video software and its robotics team, although OpenAI has not previously explored autonomous driving directly [6][7] Group 3: Sora and Its Implications for Autonomous Driving - Sora, a video generation model released by OpenAI, can create high-fidelity videos based on text input and is seen as a potential tool for simulating and training autonomous driving systems [10] - While Sora's generated videos may not fully adhere to physical principles, they could still provide valuable data for training models, particularly in extreme scenarios [10][11] - The concept of "world models" in autonomous driving aligns with Sora's capabilities, as it aims to help AI systems understand the physical world and improve driving performance [11][21] Group 4: OpenAI's Investments and Collaborations - OpenAI has made investments in autonomous driving companies, such as a $5 million investment in Ghost Autonomy, which later failed, and a partnership with Applied Intuition to integrate AI technologies into modern vehicles [12][15] - The collaboration with Applied Intuition focuses on enhancing human-machine interaction rather than direct autonomous driving applications [15] - OpenAI's shift towards multi-modal and world models indicates a strategic expansion into spatial intelligence, which could eventually benefit autonomous driving efforts [16][24] Group 5: Industry Perspectives on AI and Autonomous Driving - Experts in the AI field, including prominent figures like Fei-Fei Li and Yann LeCun, emphasize the need for AI to possess a deeper understanding of the physical world to effectively drive vehicles [19][20] - NVIDIA's introduction of the Cosmos world model highlights the industry's focus on creating high-quality training data for autonomous systems, which could complement OpenAI's efforts [22][24] - The autonomous driving market is recognized as a multi-trillion-dollar opportunity, making it a critical area for competition between companies like OpenAI and Tesla [24]