Nvidia's DRIVE system is becoming popular among automakers developing autonomous driving technology. Tesla's future hinges on the company's ability to scale up its Full Self-Driving (FSD) software.

Dan Ives IDs Tesla and Nvidia as the top "Physical AI" plays, forecasting a $800 bull case for Tesla as the "golden year" of 2026 approaches.

Tesla's latest stock slide has collided with a bold new challenge in autonomous driving, as Nvidia pushes deeper into self-driving chips and software. Yet while investors fret over fresh competition, ...

Tesla is pouring unprecedented sums into artificial intelligence, yet Elon Musk says the company would already be on track to spend roughly twice as much on Nvidia hardware if a key constraint were ...

As we enter early 2026, the competition for “physical AI” – the transformation from intelligence limited to screens to machines capable of moving, seeing, and acting in the real world – has become the ...