NVDA's CEO Jensen Huang Memo: AI is on the Road
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$NVIDIA(NVDA)$ frames physical AI around three computers: one to train models, one to run real-time inference & one to simulate outcomes before actions are taken.
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$NVIDIA(NVDA)$ CEO Jensen Huang said the first full-stack autonomous vehicle built on Nvidia’s platform will be on U.S. roads in Q1 2026.
He added there is “no doubt” this becomes one of the largest robotics industries in the world.
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NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking and reasoning model built for autonomous vehicles.
By open sourcing the Alpamayo stack, Nvidia is pushing self driving forward as a category after years of work by thousands of engineers.
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$NVIDIA(NVDA)$ unveiled a full slate of open-source AI world models and robotics upgrades at CES alongside live partner robot demos.
The launch also included the Jetson T4000 Blackwell module priced at $2K delivering 1,200 FP4 TFLOPS and 64GB in a 70W form factor.
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NVDA is trying to own the physical AI feedback loop by building the full pipeline.
It simulates the world to train models that can reason & act, stress tests them at massive scale, then ships the stack partners use to deploy and keep improving it in the real world.
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$NEBIUS(NBIS)$ will be among the first to offer NVDA Vera Rubin NVL72 starting in 2026 across both the U.S. & Europe.
The move integrates Vera Rubin directly into Nebius AI Cloud & its Token Factory giving enterprises the infrastructure needed to deploy agentic AI faster & at scale.
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