Overview
- Elon Musk said Nvidia-powered systems may not meaningfully pressure Tesla for five to six years, citing slow industry adoption of cameras and AI computers at scale.
- He argued that reaching human-level safety hinges on solving rare long‑tail cases and asserted that Tesla holds a commanding lead in AI hardware.
- Nvidia unveiled Alpamayo as a reasoning vision‑language‑action model, described as open and designed to accelerate robotaxi development for automakers.
- Mercedes‑Benz will be the first adopter, planning a U.S. launch of a supervised point‑to‑point capability in the CLA sedan in the first quarter of 2026.
- Nvidia CEO Jensen Huang praised Tesla’s FSD as world‑class while emphasizing Alpamayo’s role as a licensable platform for partners rather than a vertically integrated system.