外媒：英伟达 - 斯特兰蒂斯联盟：“对特斯拉构成威胁”

汽车产业前线观察2025-11-01

英伟达、斯特兰蒂斯（Stellantis）、优步（Uber）与富士康（Foxconn）共同组建了一支强大的自动驾驶联盟。本文为对出行领域专家马丁・盖斯勒（Martin Geißler）的专访。此前，美国的特斯拉（Tesla）与 Waymo（谷歌旗下自动驾驶公司）在自动驾驶领域似乎拥有难以撼动的领先优势。但随着英伟达、斯特兰蒂斯、优步、富士康这四家巨头组建新战略联盟 —— 计划最早于 2028 年...

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它们携手打造出一条垂直产业链，整体而言，这是首次有望对特斯拉构成抗衡。还有一个值得关注的细节：尽管英伟达在此明确试图构建一个高度整合的生态系统，但优步同时还在与几乎所有其他参与者合作。最近，优步已投资小马智行（Pony AI）与文远知行（WeRide）；甚至在货运领域，优步还与特斯拉有合作。显然，优步在推行自身的计划，试图同时与所有行业参与者建立联系。这是否会让自动驾驶汽车 / 自动驾驶出租车领域，诞生一个新的核心参与者？是的，英伟达的野心很明确。如今，特斯拉正面临一个不容忽视的对手 —— 这个对手并非单一企业，而是一个协同运作的生态系统，整合了芯片算力、车辆生产与车队运营能力。若这一体系能顺利运转，自动驾驶领域的权力格局将被改写。这四家行业巨头的新合作，是否意味着汽车行业开启了技术合作的新时代？它能否成为更多类似合作的范本？是的，而且这是一个更大趋势的一部分。我们在英伟达与 OpenAI 的大型联盟中，已看到了同样的发展：当今时代的重大技术议题 —— 人工智能、机器人技术、自动驾驶 —— 都极为复杂且资本密集，单靠一家企业无法解决。因此，这次合作标志着行业进入 “超级合作伙伴关系时代”。如今，企业若想立足，不仅需要掌握技术，还需拥有实力相当的合作伙伴 —— 正是这一点，让这个联盟对特斯拉构成了威胁。联盟宣称的 L4 级自动泊车（Level-4-Parking）与 L4 级自动驾驶（Level-4-Driving），是否真的会给高级驾驶辅助系统（ADAS）的发展带来颠覆性突破？其他参与者是否处于同等甚至更高水平？这是向产业化迈出的重要一步，但并非技术革命。尽管英伟达付出了巨大努力，但目前在自动驾驶领域，它更多还是一个 “挑战者”。Waymo 与百度拥有更丰富的经验；而特斯拉至今仍是行业标杆 —— 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