Part 4/10:
In this case, NVIDIA could take a more hands-on role, possibly developing the autonomous driver models and even sharing in ride-hailing revenues. Such a model would resemble how Tesla develops and owns its FSD (Full Self-Driving) system, which contributes significantly to its revenue and valuation.
The distinction is crucial in evaluating NVIDIA's long-term strategic positioning in the autonomous-driving race and for investors to understand potential revenue streams.