Overview
- Nvidia introduced Alpamayo as a reasoning‑based AI stack for autonomous driving and showed a real‑world demo on San Francisco streets.
- Jensen Huang described Alpamayo as a foundation for safe, scalable autonomy designed to handle rare scenarios and explain driving decisions.
- Elon Musk said he is not losing sleep over the rollout, noted it is easy to reach roughly 99% performance, and warned the long tail remains hard.
- Musk estimated Nvidia could take about nine months to make the system operational at scale and suggested meaningful competitive pressure may be 5–6 years away or longer.
- Mercedes‑Benz plans to ship vehicles using Nvidia’s driver‑assist technology this year, while NHTSA continues an investigation into Tesla FSD over reported signal and lane‑handling issues with a response due Jan. 19.