January 6, 2026<\/p>\n
Investing.com — Tesla (NASDAQ:TSLA) stock fell 3% Tuesday after Nvidia (NASDAQ:NVDA) announced a new family of open-source AI models and tools aimed at accelerating autonomous vehicle development.<\/p>\n
The Alpamayo family of AI models, unveiled by Nvidia at CES, is designed to bring “humanlike thinking” to autonomous vehicle decision-making through reasoning-based vision language action models. Nvidia CEO Jensen Huang specifically noted that while Tesla and Waymo have robust proprietary autonomous driving systems, Nvidia is “doing it for everyone else.”<\/p>\n
By open-sourcing these models, Nvidia is enabling any automaker to deploy competitive autonomous vehicle technology, potentially threatening Tesla\u2019s lead in the self-driving space. The move could allow companies like Lucid, Mercedes-Benz, and BYD – all Nvidia customers – to offer Tesla-like driving features.<\/p>\n
Stifel analyst Ruben Roy, who maintains a Buy rating and $250 price target on Nvidia, noted: “By open-sourcing the \u2019science\u2019 (Alpamayo), NVIDIA ensures that any OEM can deploy a competitive AV stack, thereby expanding the total addressable market for NVIDIA\u2019s Data Center (training) and Drive (inference) hardware. The Alpamayo models serve as the \u2019training factory.\u2019 By providing the high-quality data and teacher models, NVIDIA locks developers into the DRIVE AGX Hyperion and Blackwell\/Rubin (and beyond) hardware lifecycle for distillation and deployment, which could be a positive longer term.”<\/p>\n