Скачать или смотреть Did NVIDIA Just Kill Tesla’s Moat? (Rubin + Alpamayo Explained)

Did Nvidia just kill Tesla's moat? Not exactly. It's a battle of architectures: "Specialized Vision vs. Generalized Compute" and "Vision vs. Fusion." We break down the new ground-up designed warm-water Rubin NVL72 server rack, why standard gas cars struggle to power this level of compute in general and at idle, and why the real threat is depending on your view of the appropriate architecture—Waymo in the US, maybe Zoox and Zeekr, but is more so coming from Chinese OEMs deploying cheap well-made EVs around the world, not Detroit. Did Nvidia just kill Tesla's moat? Not exactly. It's a battle of architectures: "Specialized Vision vs. Generalized Compute" and "Vision vs. Fusion." We break down the new ground-up designed warm-water Rubin NVL72 server rack, why standard gas cars struggle to power this level of compute in general and at idle, and why the real threat is depending on your view of the appropriate architecture—Waymo in the US, maybe Zoox and Zeekr, but is more so coming from Chinese OEMs deploying cheap well-made EVs around the world, not Detroit.

Sources & Fact Checks:

Rubin NVL72 (Warm Water): 45°C inlet temp eliminates chillers for high-density racks. Source (Nvidia Blog): https://developer.nvidia.com/blog/inside-t...

xAI Colossus: Liquid cooling at scale (100k GPUs) precedes Rubin. Source (ServeTheHome):
https://x.ai/colossus

Drive Thor Specs: ~1,000 TOPS, LPDDR5X (~273 GB/s) for generalized sensor fusion. Source (Nvidia Developer PDF): https://developer.nvidia.com/downloads/dri...

Ashok Elluswamy (FSD Reasoning): Confirmed FSD v14.2 ships reasoning for parking/construction. Source (TeslaHubs): https://x.com/EdLudlow/status/200934430564...

Tesla HW4 vs Thor:
https://electrek.co/2025/11/25/tesla-ai4-v...

Power Physics: Autonomous stacks (Compute + Lidar) can draw significant power (300W–800W+), challenging standard 12V alternators at idle. Source (The Robot Report): https://www.therobotreport.com/self-drivin...

Real-World Threat: Waymo/Zeekr alliance & Zoox (Amazon) production units. Source (InsideEVs): https://insideevs.com/news/783573/waymo-ze...

https://www.nvidia.com/en-us/solutions/aut...

https://zoox.com/

https://www.byd.com/us/news-list/BYD-Launc...

https://www.huawei.com/en/media-center/our...
#nvidia #verarubin #ces #llm #technews #tech