Nvidia's auto business surges 69% from self-driving tech

And the Trump owns 10% of Nvidia. For what though?

Interesting find. So NVIDIA made $585m more revenues on robotaxis than TSLA (I rounded a few 10k in $4.20 and $6.90 fees to the next nearest million). Also, had to chuckle a bit over this one in the last paragraph: „Tesla just recently expanded its Austin, Texas, robotaxi test by 50% and is looking to expand to other cities“. Awesome, they went from 10 taxis to 15.

I think nvidia mostly sells the chips and the software. You still have to train the driving models. I’m sure companies will catch up if they put in the resources though. Honda already had a level 3 capable car that was only sold in Japan back in like 2019 or something. I think a lot of companies have the tech that’s close to autopilot, they’re just not releasing it to avoid lawsuits.

"Training" models is a fools errand. AI can't even operate a vending machine without going off the rails.

Intel not Nvidia.

Are you comparing the models in cars with an LLM?

Thanks for the correction except for this: According to The Washington Post, a mid-2024 presidential candidate disclosure revealed Trump's family trust held between $550,000 and $1.1 million in Nvidia stock * Trump's administration brokered a revenue sharing deal with Nvidia and AMD, requiring them to give the U.S. government 15% of their revenue from certain AI chip sales to China in exchange for export licenses. * This arrangement, which could significantly boost Nvidia's profits, directly benefits a company in which Trump's family trust is invested. * According to [The New York Times](https://www.google.com/url?sa=i&source=web&rct=j&url=https://www.nytimes.com/2025/08/10/technology/us-government-nvidia-amd-chips-china.html&ved=2ahUKEwjB87__pa6PAxUJTTABHReJDzgQy_kOegYIAwgAEBE&opi=89978449&cd&psig=AOvVaw1wdydKvpmyBxwILvypGDrG&ust=1756497705474000), experts raised concerns that this deal sets a precedent where national security decisions regarding technology exports could be influenced by potential financial gains for the government, and by extension, those with investments in benefiting companies.

As of today. That statement maybe true next week.

You can’t deep learn without gifted jeans, that’s a fake news witch covofnee /s

I thought nvidia had to give 15% to the feds

Pretty sure that's a tax of sorts not an ownership thing

Yeah that's probly my confusion

bUt sCaLaBiLiTy

Lidar's scalability on my pocket book

There is no commoditisation. Nvidia is not selling turnkey solutions. Manufacturers still have to integrate the hardware and train the models. Most of the industry has scaled back or totally abandoned self-driving because it doesn't work well beyond Level 3 autonomy.. The cost and effort to solve corner cases rise exponentially because the models have no ability to generalise. eg After 20 years and $25B expenditure Waymo still can't operate outside a tiny geofenced area in three DRY cities. \[Lidar can't handle rain, snow or dust.\]

You know you can find videos on YouTube of waymos driving through rain and dust storms witout issue? Strange echo chamber you live in

LMFAO. Lidar is light in the Infrared spectrum It is SCATTERED by fine particles (dust and fog) and ABSORBED by water (rain, snow and fog). But you obviously know more than the physics professors who write the optics textbooks. Google specifically chose SF, LA and Phoenix for testing due to their climates.

Nvidia is the shovel seller. xAI from Musk raised billions from dumb money large investors, and most of it went to Nvidia to buy accelerators at a large premium.

Which is why waymos use a combo of vision, lidar, and radar? From the evidence that is readily available it seems to work really well for them, even in rain and dust storms. It's true I'm not a a physicist, but the evidence is out there already

Been my feeling all along. The basics of driving are pretty simple to get working. It's the near infinite edge cases that will require something approaching reasoning to navigate.

I just think waymo is doing it the right way with a hybrid approach of AI and rule-based logic. Tesla uses only AI.

69%? Very NICE 😎

LiDAR can’t handle snow or dust. Which is why Waymo is driving in heavy rain and dust storms everyday

>Google specifically chose SF, LA and Phoenix for testing due to their climates. Isn't SF famous for it's fog? And Phoenix has a lot of dust storms?

My $200 robot vacuum cleaner has Lidar

Lidar is a fools errant

I do not understand. Why not more sensors rather than fewer?

no sensors I say, they only confuse me

I expect Germany to become a leader in level 4 driving. KIRA are shuttles on demand and are in testing phase. Mercedes is approved on the autobahn for some of their sedans. Companies actually share data unlike Tesla only having Tesla data. Not a good model if you want to sell the software.