Nvidia unveiled “Alpamayo,” an open-source AI platform designed to bring human-like reasoning to autonomous driving, in a bid to extend its dominance in chips to physical products. CEO Jensen Huang said the system can handle rare scenarios, explain decisions, and will underpin a driverless Mercedes-Benz slated to debut in the U.S. before expanding to Europe and Asia. Nvidia also teased a robotaxi service with an unnamed partner and said its next-gen Rubin AI chips—designed to deliver more performance per watt—are in production for release this year. Shares ticked higher after hours as investors bet Nvidia’s pivot from pure compute to an end-to-end platform will widen its lead, even as Tesla and others race to solve autonomy’s “long tail” of edge cases. The model code is available on Hugging Face, signaling Nvidia’s push to seed an ecosystem around “physical AI.”





























