Nvidia CEO Jensen Huang settles the Tesla autonomy debate

The Tesla autonomy statement has ever been portion engineering argument, portion social‑media war, truthful erstwhile a clip that changed the code surfaced connected X, I was not surprised.

Nvidia CEO Jensen Huang said helium thinks “the Tesla stack is the astir precocious autonomous conveyance stack successful the world” and that helium is “fairly definite they were already utilizing end‑to‑end AI,” arsenic cited astatine CES 2026 successful his Bloomberg interview.

Sawyer Merritt, a wide followed Tesla investor, posted the clip with the punctuation connected X (formerly Twitter) and credited Bloomberg’s Ed Ludlow for the interview.

That 1 condemnation did what years of Tesla blog posts and earnings‑call dependable bites person struggled to do. It took the halfway of Musk’s autonomy transportation and enactment it successful the rima of the astir important AI hardware supplier connected the planet.

Merritt’s station captured Huang’s afloat thought, including his constituent that whether Tesla’s AI performed explicit “reasoning” was “somewhat secondary” to the information that it was already end‑to‑end. This is precisely however Tesla has described its Full Self‑Driving stack since its 2023 rewrite.

I person been penning astir Tesla agelong capable to cognize however rapidly a punctuation similar that becomes canon.

Within hours, different accounts were slicing the clip, adding captions specified arsenic “Nvidia CEO admits Tesla’s FSD pb is phenomenal,” and treating the operation “most precocious stack successful the world” arsenic the last connection successful arguments astir whether Tesla is down Waymo oregon different robotaxi projects.

StockSavvyShay summarized the temper neatly, posting connected X that Huang had praised Tesla’s autonomy stack and said the institution was “doing a large job.”

The 2nd question of posts that caught my oculus came from Wolf Financial, which often acts arsenic an amplifier for market‑moving clips. “$NVDA CEO Jensen Huang was conscionable asked astir the quality betwixt Nvidia’s Alpamayo and $TSLA FSD. Here is his afloat answer,” Wolf wrote, linking to the longer conception wherever Huang describes Nvidia’s platform.

In that exchange, Huang breaks autonomy into 4 layers: information centers and networking, AI infrastructure, the driving stack itself, and the car hardware that runs it. Wolf and different commenters seized connected the portion wherever Huang acknowledges that Tesla tackled a “real occupation extremity to end” and built a afloat stack connected apical of Nvidia chips, thing helium called “extraordinary,” fixed Tesla’s comparatively tiny team.

Those details surfaced again successful YouTube breakdowns with titles specified arsenic “Nvidia CEO reveals Tesla’s biggest menace yet,” which argued that Alpamayo validates Tesla’s camera‑first, neural‑net‑heavy approach, adjacent arsenic it opens the doorway for competitors.