马斯克再评论英伟达自动驾驶AI：为汽车行业提供有用的工具

环球市场播报01-07

一位网友询问自动驾驶技术大神James Douma：“对于英伟达Alpamayo自动驾驶AI的发布，特斯拉应该感到担忧吗？” 　　Douma回应称：“不，这不会对FSD构成竞争，就像乐高发布一套太空穿梭机模型并不意味着会对‘猎鹰 9 号’火箭构成竞争一样。英伟达发布了多代ADAS（高级驾驶辅助系统）开发套件及开发工具，用于ADAS系统。这些并非真正的ADAS系统，而是用于帮助启动ADAS开发流程的...

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Douma：“对于英伟达Alpamayo自动驾驶AI的发布，特斯拉应该感到担忧吗？”我们需要大量的具备自动驾驶能力的车辆，而特斯拉不可能在任何合理的时间内生产出所有这些车辆。　　在任何情况下，基于这一新开发工具构建产品的公司都绝不会对特斯拉的自动驾驶出租车市场机遇造成丝毫影响。　　马斯克回应称：“英伟达正在为汽车行业提供有用的工具，但汽车行业自身却几乎没有做出任何努力。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis 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Leaders A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金"},"translate_title":"Musk reviews Nvidia's self-driving AI: providing useful tools for the automotive industry","themeId":"c8330378236b7bc477d58215fe58cad0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"TSYW.SI":0.6,"UFO":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVDD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVDU":0.6,"NVDS":0.6},"content_text":"一位网友询问自动驾驶技术大神James Douma：“对于英伟达Alpamayo自动驾驶AI的发布，特斯拉应该感到担忧吗？”\n　　Douma回应称：“不，这不会对FSD构成竞争，就像乐高发布一套太空穿梭机模型并不意味着会对‘猎鹰 9 号’火箭构成竞争一样。英伟达发布了多代ADAS（高级驾驶辅助系统）开发套件及开发工具，用于ADAS系统。这些并非真正的ADAS系统，而是用于帮助启动ADAS开发流程的工具。\n　　如果企业能够采用这些技术，并真正着手研发ADAS系统，那对整个世界来说将是一件好事。我希望他们能够这样做。如果他们取得巨大成功，或许能在五年内将其投入实际应用，这可能会帮助特斯拉在十年后取代目前数量超过十亿的燃油驱动车辆。我们需要大量的具备自动驾驶能力的车辆，而特斯拉不可能在任何合理的时间内生产出所有这些车辆。\n　　在任何情况下，基于这一新开发工具构建产品的公司都绝不会对特斯拉的自动驾驶出租车市场机遇造成丝毫影响。我倒是希望事情能如此简单——构建类似 FSD 的系统仍然是一项技术难度大、资源消耗高且商业风险高的任务。任何公司能做到这一点都堪称奇迹。这也是我最感激特斯拉的地方。”\n　　马斯克回应称：“英伟达正在为汽车行业提供有用的工具，但汽车行业自身却几乎没有做出任何努力。\n　　到今年年底，特斯拉在用于训练的英伟达硬件方面的累计投入将达到约100亿美元。\n　　我们将这与我们自己的AI4芯片相结合，以处理大量视频数据，否则我们可能需要投入两倍于此的费用。\n　　然后我们每年生产约200万辆汽车，并且还在不断增长，所有汽车都采用我们的双 SoC AI4芯片、8 个摄像头、转向控制和其他系统的冗余设计、高带宽通信等等。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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