Tesla Slides After Nvidia Unveils Open-Source Self-Driving AI at CES

Investors are reassessing Tesla’s autonomy edge as Nvidia opens its self-driving model to automakers.

Overview

Tesla fell about 4%–5% on Tuesday, closing near $432.96 and slipping below its 50-day moving average with technical support watched around $420.
Nvidia introduced Alpamayo-R1, an open-source Vision-Language-Action autonomous-driving model designed to let carmakers build self-driving systems more quickly.
The company says the software has been tested with Mercedes-Benz models and it is targeting driverless fleet use as soon as 2027.
Elon Musk said Nvidia’s software does not create immediate competitive pressure and reiterated that reaching safety well beyond human drivers remains several years away.
Recent context includes Tesla missing Q4 and full-year 2025 delivery estimates and losing the Q4 global EV sales lead to BYD, increasing sensitivity to autonomy-related competition.