Tesla CEO Musk brushes off Nvidia self-driving competition as 5 or 6 years away
- by CNBC
- Jan 07, 2026
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Key Points
Elon Musk said that it would take several years before Nvidia can compete with Tesla's FSD technology.
Nvidia announced Alpamayo, a family of open AI models for AV development, during the CES conference in Las Vegas.
FSD has been central to Tesla's long-term strategy as the company focuses on robotaxis and robots.
In this article Huang says Nvidia seeing 'very high' Chinese customer demand for H200 AI chips
Nvidia described Alpamayo as a vision language action model that applies "humanlike thinking" to self-driving systems in order to make decisions about rare or novel scenarios.
The billionaire said in a separate X post on Tuesday that Nvidia will find it "easy to get to 99% and then super hard to solve the long tail of the distribution."
FSD has been central to Tesla's long-term vision and revenue growth strategy.
The company launched a limited robotaxi service in Austin, Texas, last summer. Tesla also operates a ride-hailing service in San Francisco, but there is a driver behind the wheel at all times.
Although Musk has been promising self-driving EV cars for over a decade, he said last August that the company is training a new FSD model.
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