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总结
在特斯拉股价走弱背景下，CEO埃隆·马斯克对外淡化英伟达在自动驾驶与车载AI领域构成的竞争威胁。相关讨论源于英伟达近期密集发布汽车AI进展，包括推出面向“安全、推理型”自动驾驶开发的开源模型与工具，并披露新一代AI芯片及与梅赛德斯合作的自动驾驶项目规划。市场关注点在于两家公司在算力平台、软件生态与车企合作上的路线差异，以及对未来汽车智能化竞争格局与资本预期的影响。
正文
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 Details New A.I. Chips and Autonomous Car Project With Mercedes The New York Times "ChatGPT moment for physical AI": Nvidia CEO launches new AI models and chips Axios Nvidia just laid out what's next for the tech that made it the world's most valuable company CNN
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