Nvidia CEO Jensen Huang spoke at CES Consumer Electronics on Monday. The exhibition unveiled the "Thor" autopilot system, which many in the market believe will be a significant blow to Tesla. This poses a direct challenge to companies like Waymo.
Currently, Nvidia has partnered with Lucid, Mercedes-Benz, and BYD. Following the collaboration among automakers, including the expected introduction of Tesla -like Full Self-Driving (FSD) features in Mercedes-Benz's CLA model this year, Mercedes-Benz shares rose 1.8% on Tuesday.
While Nvidia and its partners are all smiles, Tesla , which touts its self-driving technology, is struggling, with its stock closing down more than 4% on Tuesday.
While Nvidia doesn't manufacture cars or operate an autonomous driving business, its Raytheon system could intensify competition in the autonomous taxi market, thus directly threatening Tesla . The future of business.
However, Tesla CEO Elon Musk dismissed this threat, stating it was nothing to worry about. He replied to a tweet expressing concern about Nvidia challenging Tesla's self-driving technology, saying he wasn't worried at all and sincerely wished Nvidia success.
Musk then posted a tweet pointing out that Nvidia has developed a very helpful tool for autonomous driving, but the automotive industry has made almost no progress in this area.
He added that Tesla will spend over $10 billion by the end of this year to purchase hardware from Nvidia for training, while also using its self-developed AI4 chip to process massive amounts of video, which may require twice that amount of investment. Tesla will then produce 2 million cars annually, with production continuing to grow.
Despite Musk's nonchalant demeanor, tech professionals at CES expressed differing opinions on Nvidia and Raytheon's entry into the market. After experiencing a Mercedes-Benz CLA equipped with Raytheon's system, one reporter stated that Raytheon's demonstrated technology is comparable to Tesla's Full Self-Driving (FSD) in complex road conditions, and may even be safer and more reliable.
However, even if Nvidia's Thor ultimately loses to Tesla's FSD, it's not too bad for Nvidia, because Tesla still relies on Nvidia's GPUs.
(Article source: CLS)
