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Elon Musk

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Musk says Nvidia self-driving challenge to Tesla is years away

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Clean Energy

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TSLA, NVDA

Leon Wilfan

Jan 8, 2026

13:30

Tesla (TSLA) Chief Executive Officer Elon Musk said it will take several years before Nvidia (NVDA) becomes a serious competitor in autonomous driving EV technology.


Musk made the comments Tuesday in response to Nvidia’s announcement of new artificial intelligence models for autonomous vehicles at the CES conference in Las Vegas.


Nvidia Chief Executive Officer Jensen Huang introduced Alpamayo, a family of open AI models designed to help automakers and developers build self-driving systems.


Musk responded to a post on X comparing the models to Tesla’s Full Self-Driving (Supervised) software. He said meaningful competition is still far off.


Musk said self-driving systems must become far safer than human drivers before they are widely adopted. He added that traditional automakers are years away from designing cameras and AI computers into vehicles at scale.


He said Nvidia’s technology could pose competitive pressure on Tesla in five or six years, and possibly longer.


In a separate post, Musk said Nvidia will find it easy to reach high levels of performance but difficult to address rare and unpredictable driving scenarios.


Nvidia described Alpamayo as a vision-language-action model that applies humanlike reasoning to handle uncommon or novel driving conditions.


Huang praised Tesla’s Full Self-Driving system during a question-and-answer session Tuesday. He called Tesla’s software stack world-class and state-of-the-art.


Huang said Nvidia differs from Tesla by focusing on supplying full autonomous vehicle stacks to automakers rather than building and selling vehicles.


He said Nvidia operates as a technology platform provider, allowing its systems to be used broadly across the auto industry.


Full Self-Driving software plays a central role in Tesla’s long-term strategy and future revenue plans.


Tesla has emphasized autonomous driving as it works toward robotaxis and humanoid robots.


The company launched a limited robotaxi service in Austin, Texas, last summer. Tesla also runs a ride-hailing service in San Francisco with a human driver present in each vehicle.


Musk has promised fully self-driving electric vehicles for more than a decade.


Last August, he said Tesla was training a new version of its Full Self-Driving model.

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