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3d ago

Nvidia Launches Alpamayo for Self-Driving as Musk Says Tesla Won’t Feel Pressure for Years

Nvidia positions its new models as a platform for automakers, in contrast to Tesla’s integrated FSD strategy.

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A Waymo autonomous self-driving Jaguar electric vehicle moves in the streets of New York City
Nvidia founder and CEO Jensen Huang says the AI chip titan is working with Mercedes to put self-driving capabilities into some of its electric cars

Overview

  • Mercedes-Benz is the first announced adopter, with a CLA launch in the U.S. targeted for the first quarter of 2026.
  • Nvidia says Alpamayo applies reasoning to rare long-tail driving cases to enable more humanlike decision-making.
  • Elon Musk contends legacy automakers will take years to integrate AI compute at scale and pegs meaningful competitive pressure as five to six years away.
  • Tesla shares fell about 4% following Nvidia’s announcement, according to market reporting.
  • Nvidia CEO Jensen Huang praised Tesla’s FSD as world-class and emphasized that Nvidia supplies a full-stack platform rather than building self-driving cars.