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NVIDIA says Tesla raised the bar for self-driving tech, car makers must deliver
NVIDIA, a prominent and highly successful leader in computer chip design, says that Tesla has raised the bar in autonomous driving software, and other car makers will have to deliver similar performance if they want to compete in the long-term future of the auto industry, according to a recent NVIDIA company blog.
“It’s financially insane to buy anything other than a Tesla,” CEO Elon Musk stated during the company’s Autonomy Day event. He then compared the purchase of any other car as equivalent to buying a horse for one’s transportation purposes. NVIDIA, for its part, agrees with Musk and Tesla’s sentiments about the future of self-driving and the need for powerful computers to push its progress.
“Self-driving cars—which are key to new levels of safety, efficiency, and convenience—are the future of the industry. And they require massive amounts of computing performance… This is the way forward. Every other automaker will need to deliver this level of performance,” the chip maker wrote.
The type of autonomous driving technology Tesla is pushing is predicted to be the inevitable standard, and the company’s lead in the arena will likely increase even further as more of their vehicles take to the road. “By end of this quarter, about half a million Teslas will have full self-driving hardware (pending computer swap) & we will make another half million FSD cars by mid next year,” Musk tweeted, emphasizing this point and echoing what he’d explained the day prior.
Exactly. By end of this quarter, about half a million Teslas will have full self-driving hardware (pending computer swap) & we will make another half million FSD cars by mid next year.
— Elon Musk (@elonmusk) April 23, 2019
Tesla’s recent Autonomy Day presentation drew comparisons between the all-electric car maker’s Full Self-Driving (FSD) computer chip and those produced by NVIDIA, the only computer processing unit maker delivering performance in line with Tesla’s. NVIDIA currently has two self-driving chips in the works: the Xavier SoC (system on a chip) for assisted driving AutoPilot features, and the DRIVE AGX Pegasus computer for full self-driving. The comparisons in Tesla’s presentation were directed at the Xavier in a single-chip configuration.
The technical performance specifications required to run powerful artificial intelligence (AI) neural networks (NN) for autonomous driving require operations performed per second to be measured in the trillions – abbreviated as TOPS (tera operations per second). Tesla’s FSD computer chip can perform at a rate of 72 TOPS (x2 chips in the computer for 144 TOPS total), and the Xavier does 30 TOPS (mistakenly claimed to be 21 TOPS at Tesla’s event, per NVIDIA’s blog).
NVIDIA also expressed in the blog piece its opinion that the match between FSD and Xavier wasn’t quite an apples-to-apples comparison, given the purposes of the two chips. The chip designer prefers its DRIVE AGX Pegasus for the line-up, a computer intended for fully autonomous driving and capable of 320 TOPS. Tesla is assumingly aware of this product and obviously acknowledges the high level of technology developed by NVIDIA given that Hardware 2.5, the computer currently running Tesla’s Autopilot features, was made by the company.
A Tesla with driver features “deleted” under the Tesla Network. | Image: Tesla
There are additional specifications such as power consumption that further differentiate FSD from NVIDIA’s products with a more similar purpose to Tesla’s latest computer. Thus, a different product match may not have mattered towards the overall point being made in the presentation. Either way, a more important distinction between the two companies is the current status of their technologies.
Tesla’s chip was crowned as “objectively the best in the world” by Musk, and this looks to be true, given the fact that all Tesla Model S, 3, and X vehicles being produced now have the hardware installed and will add to the already accruing real world self-driving data the company’s cars provide. NVIDIA has partnered with other car manufacturers to develop its products, but they are not incorporated in production vehicles the way Tesla’s FSD has been yet.
The performance Tesla has achieved in its FSD computer is impressive, and that was and continues to be the point. “[Autonomy] is basically our entire expense structure,” Musk told an investor inquiring about where the California-based company was incurring the most cost. Tesla is hedging its fiscal future on the success of autonomous driving in the marketplace, and the company is doing so with bullish energy driven by its famous top executive.
Musk expects Tesla’s Full Self-Driving software to be complete by the end of this year and fully operational by the second quarter of next year.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.
The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.
The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.
Engineering tests of the first production Cybercab have begun in Austin pic.twitter.com/fk3KQvcE8a
— Tesla (@Tesla) June 30, 2026
Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.
This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?
The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.
Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.
The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.
The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.
For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.
Would you buy a Tesla phone ? pic.twitter.com/aaTwvvIJit
— Tesla Owners Silicon Valley (@teslaownersSV) October 6, 2023
Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.
It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.
Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.
The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.
Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.
The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.
SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.
There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.
The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.
Tesla expands massive safety feature worldwide in latest update
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
