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Nvidia CEO Jensen “Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.”

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Nvidia CEO Jensen Huang in new interview today on Tesla’s FSD: “I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” Via Bloomberg with Ed Ludlow

Nvidia CEO Jensen Huang in new interview today on Tesla’s FSD: “I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not in somewhat secondary to that first part.” Via Bloomberg with Ed Ludlow

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1,200,271 次观看 • 5 个月前

"NVIDIA’s Jensen Huang confirms that Tesla stack is the most advanced AV stack globally. With a focus on end-to-end AI and unmatched operations, Tesla continues to set the bar for autonomous driving

"NVIDIA’s Jensen Huang confirms that Tesla stack is the most advanced AV stack globally. With a focus on end-to-end AI and unmatched operations, Tesla continues to set the bar for autonomous driving

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Jensen drops Alpamayo at CES. Calls Tesla "the most advanced AV stack in the world." Elon responds: "That's exactly what Tesla is doing. Easy to get to 99%, super hard to solve the long tail." Also Elon: Tesla has spent ~$10B on NVIDIA hardware for training. The play no one's talking about: NVIDIA doesn't need to beat Tesla. They just need to arm everyone else. Mercedes, JLR, Lucid, Uber - all shipping Alpamayo. Open-source VLA. 1,700 hours of training data on HuggingFace. Jensen praises Tesla publicly while handing their competitors a turnkey autonomy stack. The house always wins.

Jensen drops Alpamayo at CES. Calls Tesla "the most advanced AV stack in the world." Elon responds: "That's exactly what Tesla is doing. Easy to get to 99%, super hard to solve the long tail." Also Elon: Tesla has spent ~$10B on NVIDIA hardware for training. The play no one's talking about: NVIDIA doesn't need to beat Tesla. They just need to arm everyone else. Mercedes, JLR, Lucid, Uber - all shipping Alpamayo. Open-source VLA. 1,700 hours of training data on HuggingFace. Jensen praises Tesla publicly while handing their competitors a turnkey autonomy stack. The house always wins.

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CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason

CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason

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NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

NVIDIA CEO Jensen was on fire in his Dwarkesh interview. He makes two incredibly important points in this clip. First, Anthropic and their ilk had better stop scaring everyone that AI is akin to a nuclear bomb. This meme will only hold the US back while the rest of the world (and most importantly China) will pass us by. Second he makes a basic economic argument about worldwide technology dominance. If the US does not allow NVIDIA to foster their ecosystem in China, China will create their own AI tech stack and will eventually crowd out the US’s AI lead everywhere in the world, and eventually in the US itself. This isn’t theoretical. The US conceded manufacturing to China and is desperately trying to claw it back now. 90% of rare earth refining is done in China: raw materials for magnets, meaning motors, meaning drones, meaning military superiority in the end. China is not some backward third world economy that geriatric policy makers might envision. Yes, they are currently behind in advanced chip making, but western lead in that area won’t last. Meanwhile they are ahead in some areas of AI architecture. So the US has a choice. Be confident and compete against China, or eventually cede the AI tech stack to them. Jensen is correct here.

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Our CEO Roland Busch explained at #CES2026 that many companies already have #DigitalTwins and software – but that alone doesn’t make them AI-ready. 🔑 The key is an end-to-end #IndustrialAI stack that turns fragmented data into real-world impact.

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NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

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.NVIDIA CEO Jensen Huang: "When President Trump first took office, he wanted us to manufacture these critical technologies onshore... within 9 months... we’ve been able to manufacture now the most advanced AI chip in the world, completely in the United States — in Arizona."

.NVIDIA CEO Jensen Huang: "When President Trump first took office, he wanted us to manufacture these critical technologies onshore... within 9 months... we’ve been able to manufacture now the most advanced AI chip in the world, completely in the United States — in Arizona."

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