Part 3/10:
The Big Question: Platform Provider or Autonomous Developer?
The pivotal uncertainty centers on whether NVIDIA’s role ends at supplying hardware and software platforms or if they will be actively involved in building and controlling the autonomous driving models deployed in these vehicles.
If NVIDIA is only selling the platform:
This scenario would mean that automakers use NVIDIA’s technology to develop and train their own models independently. NVIDIA would earn revenue from hardware and software licensing but would not share in the electric-vehicle-based ride-hailing profits.
If NVIDIA gets involved in creating the models: