I personally found this NVIDIA move very interesting. Automakers generally do not want to become frontier AI infrastructure companies and they love technology standardization.

The real technical challenge is rappresented by edge cases: a software that is excellent 99.9% of the time can still be unacceptable if the remaining 0.1% contains rare but catastrophic scenarios. And that's why we still don't see many self-driving vehicles on the roads today.

However, NVIDIA has a credible shot because it controls much of the loop - hardware, training infrastructure and simulation environment. If it works they will impose a huge vendor lock-in, difficult to replicate for other competitors.