Nvidia CEO Jensen Huang believes Tesla’s full self-driving system is the most advanced system out right now. It also just so happens that Tesla’s FSD is powered by Nvidia's chips."One of the things that's really revolutionary about version 12 of Tesla's full self-driving is that it's an end-to-end generative model," Huang added.
FSD is still considered a Level 2 autonomous system, meaning it requires supervised use, and has been subject to recalls and government inquiries into its capabilities. Most of Nvidia's Data Center revenue, which tallied $22.6 billion the first quarter, came from consumer internet customers. Cloud providers, or the so-called hyperscalers like Amazon , Alphabet , and Microsoft , accounted for a"mid-40s percentage" of this segment's revenue.