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NVIDIA and Bosch partner on AI self-driving car supercomputer

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NVIDIA CEO Jen-Hsun Huang announced to attendees at the Bosch Connected World conference in Berlin this week that they have partnered with Bosch to producing  an artificial intelligence supercomputer aimed at the self-driving car industry.

“I’m so proud to announce that the world’s leading tier-one automotive supplier — the only tier one that supports every car maker in the world — is building an AI car computer for the mass market,” said Huang. “We’ve really supercharged our roadmap to autonomous vehicles. We’ve dedicated ourselves to build an end-to-end deep learning solution. Nearly everyone using deep learning is using our platform.”

The announcement made by NVIDIA comes on the heels of this week’s announcement that the world’s leading chipmaker Intel will be acquiring ex-Tesla Autopilot partner Mobileye for $15 billion.

NVIDIA’s Drive PX platform with Xavier technology can process up to 30 trillion deep learning operations a second while drawing just 30 watts of power. It is intended to provide Level 4 autonomy, where a vehicle equipped with the technology can drive on its own.

Huang noted that a wide variety of companies are actively working on self-driving solutions. From carmakers like Audi, Ford, BMW, and Tesla, to technology companies such as Waymo, Uber and China’s Baidu.

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As the self-driving car industry continues to take shape, vehicles will require an unprecedented level of computing power to make instantaneous decisions on nearly an infinite number of scenarios that can take place in a real world environment. Though vehicles on the road today are equipped with driving-assist features like Tesla Autopilot that allows the car to detect object and handle acceleration and braking when needed, the requirements for autonomous driving are dramatically more demanding. Cars that stray from their lanes, objects that fall onto the roadway, rapid shifts in weather conditions, deer that dart across the road. The permutations are endless, said Huang.

Despite the positive outlook on a self-driving future being presented at Bosch Connected World, the conference also revealed a significant difference of opinion between the companies in attendance regarding when they expect full Level 5 autonomy – when a vehicle can drive entire on its own without human involvement – to become widely available. Huang told the conference he expects to have chips available that will permit Level 3 automated driving which still requires a human driver to intervene, by the end of this year. He sees those chips being incorporated into customers’ cars and on the road by the end of 2018. The following year will see chips capable of Level 4 full autonomy on the road. The distinction between Level 4 and Level 5 full autonomy is that Level 4 does not cover every driving scenario.

Elmar Frickenstein, the head of autonomous driving at BMW, told the conference his company will be ready to offer cars with Level 3 capability in 2021 with Level 4 and Level 5 autonomy following shortly thereafter. He thinks self-driving cars may first be produced in small numbers for fleet customers like Uber, Waymo, and Baidu.

Surprisingly, Bosch CEO Volkmar Denner told the attendees his timeline for fully self-driving cars for mainstream customers is not before 2025, if then.

Fully self driving cars that can operate in all environments require enormous computing power, Huang told the conference. “No human could write enough code to capture the vast diversity and complexity that we do so easily, called driving,” he said.

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The conference highlighted the differences between traditional car companies, which think full autonomy is still 7 to 10 years away, and chip companies like NVIDIA who see a much shorter timeline. Huang thinks companies like his will drive the pace of change faster than predicted. “In the near future, you’re going to see these schedules pull in,” he says.

Tesla, which uses a supercomputer made by NVIDIA on Model S, Model X and the upcoming Model 3 that are equipped with Autopilot 2.0 full self-driving hardware, is perhaps the most optimistic of all when it comes to having fully autonomous vehicles on the road. Elon Musk believes every car equipped with the Hardware 2 package will begin seeing Full Self-Driving capabilities as early as this year, barring regulatory approval.

Tesla’s Full Self-Driving Capability to arrive in 3 months, “definitely” by 6 months, says Musk

Tesla is accumulating driving data from billions of miles of real world driving each day and using that information to improve its algorithm for Autopilot.

 

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Tesla China delivery centers look packed as 2025 comes to a close

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

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Credit: @Tslachan/X

Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners. 

Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.

Full delivery center hints at year-end demand surge

A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff. 

The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover. 

Strong demand in China

Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment

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From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7. 

With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more. 

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Tesla Giga Berlin draws “red line” over IG Metall union’s 35-hour week demands

Factory manager André Thierig has drawn a “red line” against reducing Giga Berlin’s workweek to 35 hours, while highlighting that Tesla has actually increased its workers’ salaries more substantially than other carmakers in the country.

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(Credit: Tesla)

Tesla Giga Berlin has found itself in a new labor dispute in Germany, where union IG Metall is pushing for adoption of a collective agreement to boost wages and implement changes, such as a 35-hour workweek. 

In a comment, Giga Berlin manager André Thierig drew a “red line” against reducing Giga Berlin’s workweek to 35 hours, while highlighting that Tesla has actually increased its workers’ salaries more substantially than other carmakers in the country.

Tesla factory manager’s “red line”

Tesla Germany is expected to hold a works council election in 2026, which André Thierig considers very important. As per the Giga Berlin plant manager, Giga Berlin’s plant expansion plans might be put on hold if the election favors the union. He also spoke against some of the changes that IG Metall is seeking to implement in the factory, like a 35-hour week, as noted in an rbb24 report. 

“The discussion about a 35-hour week is a red line for me. We will not cross it,” Theirig said.  

“(The election) will determine whether we can continue our successful path in the future in an independent, flexible, and unbureaucratic manner. Personally, I cannot imagine that the decision-makers in the USA will continue to push ahead with the factory expansion if the election results favor IG Metall.”

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Giga Berlin’s wage increase

IG Metall district manager Jan Otto told the German news agency DPA that without a collective agreement, Tesla’s wages remain significantly below levels at other German car factories. He noted the company excuses this by referencing its lowest pay grade, but added: “The two lowest pay grades are not even used in car factories.”

In response, Tesla noted that it has raised the wages of Gigafactory Berlin’s workers more than their German competitors. Thierig noted that with a collective agreement, Giga Berlin’s workers would have seen a 2% wage increase this year. But thanks to Tesla not being unionized, Gigafactory Berlin workers were able to receive a 4% increase, as noted in a CarUp report. 

“There was a wage increase of 2% this year in the current collective agreement. Because we are in a different economic situation than the industry as a whole, we were able to double the wages – by 4%. Since production started, this corresponds to a wage increase of more than 25% in less than four years,” Thierig stated. 

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Tesla is seeing a lot of momentum from young Koreans in their 20s-30s: report

From January to November, young buyers purchased over 21,000 Teslas, putting it far ahead of fellow imported rivals like BMW and Mercedes-Benz.

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Tesla has captured the hearts of South Korea’s 20s-30s demographic, emerging as the group’s top-selling imported car brand in 2025. From January to November, young buyers purchased over 21,000 Teslas, putting it far ahead of fellow imported rivals like BMW and Mercedes-Benz. 

Industry experts cited by The Economist attributed this “Tesla frenzy” to fandom culture, where buyers prioritize the brand over traditional car attributes, similar to snapping up the latest iPhone.

Model Y dominates among young buyers

Data from the Korea Imported Automobile Association showed that Tesla sold 21,757 vehicles to the 20s-30s demographic through November, compared to BMW’s 13,666 and Mercedes-Benz’s 6,983. The Model Y led the list overwhelmingly, with variants like the standard and Long Range models topping purchases for both young men and women.

Young men bought around 16,000 Teslas, mostly Model Y (over 15,000 units), followed by Model 3. Young women followed a similar pattern, favoring Model Y (3,888 units) and Model 3 (1,083 units). The Cybertruck saw minimal sales in this group.

The Model Y’s appeal lies in its family-friendly SUV design, 400-500 km range, quick acceleration, and spacious cargo, which is ideal for commuting and leisure. The Model 3, on the other hand, serves as an accessible entry point with lower pricing, which is valuable considering the country’s EV subsidies.

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The Tesla boom

Experts described Tesla’s popularity as “fandom culture,” where young buyers embrace the brand despite criticisms from skeptics. Professor Lee Ho-geun called Tesla a “typical early adopter brand,” comparing purchases to iPhones.

Professor Kim Pil-soo noted that young people view Tesla more as a gadget than a car, and they are likely drawn by marketing, subsidies, and perceived value. They also tend to overlook news of numerous recalls, which are mostly over-the-air software updates, and controversies tied to the company.

Tesla’s position as Korea’s top import for 2025 seems secured. As noted by the publication, Tesla’s December sales figures have not been reported yet, but market analysts have suggested that Tesla has all but secured the top spot among the country’s imported cars this year. 

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