Part 10/14:
Nvidia’s open-source Cosmos platform and new AI supercomputers represent a significant push into autonomous vehicle tech. Their $3,000 AI inference computers, costing about $1,000 to produce, compare favorably with Tesla’s AI hardware costs. Nvidia’s broader aim to supply AI chips and autonomous software to automakers like Mercedes, Toyota, and GM underscores the industry's competitive landscape.
Despite Nvidia’s open approach, Tesla’s vertically integrated system—controlling hardware, software, and data—offers a distinct edge. During the Nvidia CEO’s presentation, he emphasized that autonomous vehicles are the ultimate achievement of AI, but Tesla’s integrated approach positions it well ahead in this race.