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Is Tesla’s autonomy premium at risk? This analyst says Nvidia’s full self-driving stack leaves EV maker trading on sentiment

Nvidia is offering the full self-driving “brain” for the first time, with real-world performance yet to be proven at scale, ...

Nvidia Quietly Undermining Tesla’s Physical AI Story

Tesla focuses on vertically integrated products to preserve its valuation, while Nvidia strives to dominate the ...

Nvidia autonomy push at CES meets Tesla data advantage, Morgan Stanley says

Nvidia pushed hard into "physical AI ," saying that self-driving cars and robots were the next big thing after data centers, ...

Elon Musk says Nvidia's self-driving tech won't put pressure on Tesla for at least 5 years

The Tesla CEO said it would take years for the company's rivals to match its self-driving tech after Nvidia unveiled an FSD ...
The News International

Elon Musk makes prediction on Nvidia’s Rubin AI chips

Tesla CEO Elon Musk has shared his thoughts on Nvidia’s newly unveiled Vera Rubin chips, revealed at CES 2026. While Musk ...
24/7 Wall St. on MSN

Nvidia Wants to Take Tesla’s Self-Driving Business

Nvidia has launched its Alpamayo AI platform for autonomous vehicles. It is more accessible than Tesla's self-driving system is.

Meet Alpamayo: Nvidia’s New AI Model For Autonomous Vehicles

Nvidia's Alpamayo sells autonomy to automakers terrified of the software future—Tesla remains the only robotaxi-committed ...