Muhammad Umar explains how NVIDIA's full-stack platform lets car makers build self-driving systems without Tesla. The Riyadh Rail project took years of real-world testing before launch. NVIDIA's Cosmos simulation platform could replace that with large-scale digital testing, cutting development time drastically.
Why Tesla is. I mean of course I'm not part of the strategy but one thing I'm sure of is like Nvidia for example are building these vertical capabilities where they are offering these full self driving system level capabilities to the OEMs. So they've launched new physical AI systems, new models, language models like they are trying to plug it with Nvidia Cosmos and they've launched their CPU and GPU in a stack in a way that any OEM can build their FSD systems or on top of Nvidia stack. So the competition in this part would be tough in terms of when it comes to physical AI. When we talk about physical AI, FSD full self driving system is one example of physical AI. So I was in Riyadh last year and in in front of my hotel there was like Riyadh Rail there was project and when I went in Riyadh in January the train was doing these mileage because it had to complete certain miles before they make it to make it available with the general public. In January it was doing this. Last year, January it was doing this and in December it's been two, three years it kept on completing those miles. Think about like what can we do? What kind of physical simulation systems we can build that we don't need to do all this in production actually and waste three years. Okay Chaudhi maybe have funds to spend but think about times three year time like what we could have done. So these are all physical AI implementations and opportunities that businesses can build and they don't need to work with companies like Tesla. They can just spin up all these capabilities on top of Nvidia.
FDE Epi : 16 | AI Agents, Billion-Dollar Infrastructure & the Future of Intelligence
