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Tesla says Nvidia self-driving competition is about five to six years away
Summary
Elon Musk said Nvidia's new autonomous models unveiled at CES could pose competitive pressure on Tesla's Full Self-Driving in about five to six years, and he added that legacy automakers likely will not integrate the required cameras and AI hardware at scale until later.
Content
Tesla CEO Elon Musk responded to an announcement by Nvidia at CES in Las Vegas about new autonomous vehicle AI models. Nvidia CEO Jensen Huang unveiled Alpamayo, described as a family of open AI models for autonomous development. Musk replied via an X post noting that it will take many years before self-driving systems become much safer than human drivers. He also said legacy automakers are unlikely to design cameras and AI computers into their cars at scale for several more years.
Reported details:
- Nvidia announced Alpamayo as a family of open AI models for autonomous vehicle development at CES in Las Vegas.
- A user on X compared Alpamayo to Tesla's Full Self-Driving (FSD) and shared that comparison publicly.
- Elon Musk said it will take many years for self-driving technology to be much safer than a human driver.
- Musk said legacy automakers likely will not integrate the necessary cameras and AI computers at scale until years later.
- He estimated this could become competitive pressure on Tesla in "5 or 6 years," and said it might be longer.
Summary:
Musk framed Nvidia's announcement as a future competitive factor that is several years away and highlighted hardware integration timelines at legacy automakers. Undetermined at this time.
Sources
Elon Musk says Nvidia's self-driving tech won't put pressure on Tesla for at least 5 years
Business Insider1/8/2026, 7:57:46 PMOpen source →
Is it even worth mentioning that Elon Musk blew past his own Full Self-Driving goals again?
The Verge1/8/2026, 7:13:31 PMOpen source →
Tesla CEO Musk brushes off Nvidia self-driving competition as 5 or 6 years away
CNBC1/7/2026, 3:05:36 PMOpen source →
