英伟达的开源模型，等_老虎社区_美港股上老虎 - 老虎社区

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awyer
01-06

英伟达的开源模型，等于是帮特斯拉的封闭模型补足了短板，马斯克不知道多高兴。监管部门最怕垄断，现在有了一个开源模型来了，非特斯拉车企有机会参与进来，避免了特斯拉独大；皮夹克又可以多卖芯片；特斯拉用的是FSD+英伟达开源版保持绝对领先。根本就是皮夹克和马斯克商量好的。

英伟达做了个FSD？马斯克淡定回应：我不会为此失眠

英伟达CES发布开源自动驾驶模型Alpamayo，号称“物理AI的ChatGPT时刻”，将随奔驰CLA一季度上路。面对这一能“思考推理”的强劲对手，马斯克回应称解决长尾问题才是关键，并直言：“我才不会因为这个失眠，真心希望他们能成功。”

英伟达做了个FSD？马斯克淡定回应：我不会为此失眠

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href=\"https://wallstreetcn.com/articles/3762641\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4585":"ETF&股票定投概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4555":"新能源车","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3762641","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601640188","content_text":"英伟达在CES 2026展会上推出名为Alpamayo的开源自动驾驶AI模型，CEO黄仁勋称其为\"世界上首款能思考、能推理的自动驾驶汽车AI\"，直接挑战特斯拉的FSD系统。1月6日，电动汽车分析师Sawyer Merritt在X平台发帖称，英伟达宣布将于今年晚些时候在美国道路上推出Alpamayo。马斯克对此回应称：\"好吧，这正是特斯拉在做的。他们会发现，达到99%很容易，但要解决分布的长尾问题却非常困难。\"当有网友表示担心Alpamayo成为FSD的首个真正竞争对手，并指出英伟达可以在没有任何车队的情况下达到接近99%的水平，证明大规模车队数据已不再重要时，马斯克再次回应：\"我才不会因为这个失眠呢。我真心希望他们能成功。\"英伟达的\"推理式\"自动驾驶英伟达将Alpamayo称为\"物理AI的ChatGPT时刻\"。这一开源AI模型家族旨在解决自动驾驶的\"长尾问题\"，即那些导致自动驾驶系统脱离或失败的罕见边缘案例。旗舰产品Alpamayo 1是一个拥有100亿参数的视觉-语言-行动（VLA）模型。与传统自动驾驶系统仅检测物体和规划路径不同，Alpamayo采用\"链式推理\"方式。它处理视频输入并生成行驶轨迹，但更关键的是，它还会输出决策背后的逻辑。黄仁勋表示：“这不仅仅是一个驾驶模型，而是一个能解释自己思考过程的模型。”展会上黄仁勋播放了一段演示视频，Alpamayo不仅能驾驶汽车，还能用自然语言解释自己的决策逻辑，例如“前方车辆刹车灯亮起，它可能减速，所以我应该保持距离”。开源策略对抗特斯拉封闭系统英伟达正通过全面的开源策略切入自动驾驶领域，其最新发布的Alpamayo 1模型权重已在Hugging Face平台开放获取，同步推出的还包括端到端仿真框架AlpaSim以及涵盖1700小时复杂驾驶场景的物理AI开放数据集。此举标志着英伟达正以“自动驾驶领域的安卓系统”为定位，构建开放生态，与特斯拉完全封闭的FSD系统形成差异化竞争路径。英伟达同时宣布，该项技术将自今年第一季度起搭载于梅赛德斯-奔驰CLA车型上，迈出商业化落地的重要一步。马斯克的\"长尾问题\"论马斯克的回应直指自动驾驶行业的核心瓶颈：模型性能的“长尾困境”。他指出，实现99%场景的高准确率相对可行，但攻克剩余1%的罕见却至关重要的“边缘案例”，才是真正决定技术能否安全落地的关键。即便英伟达发布了推理能力更强的开源模型，在应对现实道路的极端复杂性和不确定性时，仍难以绕过特斯拉通过大规模部署所建立的数据与工程壁垒。目前，特斯拉FSD系统已在全球数百万辆车上持续运行，积累了涵盖海量场景、尤其是“长尾问题”的真实道路数据与闭环优化经验，这正是其在迭代效率和场景覆盖深度上的结构性优势。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVDX":0.6,"UFO":0.6,"NVD":0.6,"NVDS":0.6,"NVDA":1.95,"NVDS.UK":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"TSYW.SI":0.6,"TSLA":1.93,"2NVD.UK":0.6,"NVDL":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":610,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":250,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}