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总结
多家外媒报道，英伟达发布面向自动驾驶的“物理AI”进展，披露新一代AI芯片与工具，并与梅赛德斯推进车载自动驾驶项目，同时推出名为Alpamayo的开源模型与开发套件，强调安全与推理能力以加速自动驾驶研发。报道同时称，在特斯拉股价走弱背景下，马斯克公开淡化英伟达带来的竞争威胁。相关动态被视为加剧自动驾驶与车载算力生态的竞争，可能影响车企技术路线与市场预期。
正文
Elon Musk drops surprise take as Nvidia unveils new Tesla FSD rival thestreet.com Nvidia Details New A.I. Chips and Autonomous Car Project With Mercedes The New York Times As Tesla's stock falls, Elon Musk brushes off Nvidia's competitive threat MarketWatch NVIDIA Announces Alpamayo Family of Open-Source AI Models and Tools to Accelerate Safe, Reasoning-Based Autonomous Vehicle Development NVIDIA Newsroom Nvidia unveils self-driving car tech as part of physical AI push BBC
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