The difference between Nvidia and Tesla is that Nvidia has to tailor its AI chip designs, processes & capabilities to each of its clients and even outsources many parts of it to do it, while for Tesla everything is built in-house & vertically integrated for its >5 million vehicles in the world that are operating today.

You can think of it like Apple’s iOS that’s only used for its iPhone ecosystem that is controlled, focused, & scalable vs Google’s android operating system that is tailored for all different phone manufacturers that can often be messy, the experience being very different for each, & not scalable.

This approach is the key reason Tesla will win the AI race in the long run IMO.

Many do not understand this fact.$特斯拉(TSLA)$