Herbert Ong, an investor who has tracked Tesla and Nvidia for years, translated that into a simple investor thesis. Nvidia is ...

Nvidia might be shaking up the self-driving landscape that Tesla and Alphabet’s Waymo hope to dominate.

CEO Jensen Huang has hailed the progress made by Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) system, saying that the ...

Nvidia’s latest push into “Physical AI” is raising fresh questions about how quickly traditional automakers can close the autonomy gap with Tesla, according to new analysis from Morgan Stanley.

Nvidia introduces 'Alpamayo family' of AI models with goal of using reasoning-based vision language action models to enable ...

Nvidia's Alpamayo sells autonomy to automakers terrified of the software future—Tesla remains the only robotaxi-committed ...

A Tesla analyst sees the story for the company fading with new leaders in autonomy and robotics. Here's the sum-of-the-parts ...