<p>当我想到人工智能（AI）如何席卷全球时，我的脑海中几乎立刻浮现出这项技术对数据分析或药物发现等领域的影响。</p>
<p>虽然这些应用案例往往引起最多的关注，但 AI 在汽车行业也悄然发挥着重要作用。从语音识别助手到自动驾驶的兴起，AI 正在为未来的交通运输铺平道路。</p>
<p>让我们探讨一下 <strong>Nvidia</strong>（NVDA -1.51%）是如何参与汽车行业的，并评估为什么我认为该公司在 AI 与汽车交汇处是我最看好的选择，超过 <strong>特斯拉</strong>。</p>
<h2>Nvidia 是如何参与汽车行业的？</h2>
<p>Nvidia 提供多种面向汽车行业的产品和服务。例如，该公司的 Omniverse 平台允许公司构建现实环境的数字双胞胎，以模拟车辆在特定条件下（例如天气、交通、行人走在路上）如何运作。</p>
<p>此外，Nvidia Halos 系统将汽车的品牌和型号与所需的硬件和软件开发相结合，以便将自动驾驶能力从原型转变为功能产品。</p>
<p>Nvidia 在汽车行业的主要角色是帮助为汽车制造过程引入技术驱动的层面——带来新的安全性和成本效率浪潮。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTIzMjkvZ2V0dHlpbWFnZXMtMTE3NzM1MTk3My0zLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTIzMjkvZ2V0dHlpbWFnZXMtMTE3NzM1MTk3My0zLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>关注 Nvidia 的汽车增长</h2>
<p>根据公司网站，Nvidia 正在为多家顶级汽车企业提供 AI 服务，包括 <strong>Rivian</strong>、<strong>丰田</strong>、<strong>比亚迪</strong>、<strong>梅赛德斯 - 奔驰</strong> 和 <strong>现代</strong>。虽然这令人印象深刻，但我认为 Nvidia 在汽车业务中最显著的举动发生在本月早些时候的 GTC 大会上。</p>
<p>在大会上，Nvidia 透露与 <strong>通用汽车</strong> 达成合作，致力于为其汽车开发多项 AI 驱动的解决方案。作为协议的一部分，通用汽车将使用 Nvidia 的 Omniverse、Cosmos 和 DRIVE AGX 平台来构建更先进的驾驶系统，并提高通用汽车工厂的制造效率。</p>
<p>下表列出了 Nvidia 在 2024 日历年汽车部门的收入：</p>
<table>
<thead>
<tr>
<th>类别</th>
<th>Q1</th>
<th>Q2</th>
<th>Q3</th>
<th>Q4</th>
<th>2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>汽车收入</td>
<td>3.29 亿美元</td>
<td>3.46 亿美元</td>
<td>4.49 亿美元</td>
<td>5.70 亿美元</td>
<td>17 亿美元</td>
</tr>
</tbody>
</table>
<p>数据来源：Nvidia。</p>
<p>Nvidia 汽车部门的收入在 2024 年同比增长了 55%。尽管如此，这项业务的 17 亿美元收入仅占 Nvidia 去年总收入的约 1%。</p>
<p>在公司财年的第四季度财报电话会议上，管理层预计汽车业务今年将增长近三倍，达到 50 亿美元的收入。</p>
<p>目前，汽车部门是 Nvidia 在数据中心之外增长最快的业务。然而，即使考虑到这一快速增长，汽车销售仍然只是 Nvidia 整体业务的一小部分。</p>
<p>我将与通用汽车的新合作视为更多汽车企业，尤其是那些在电动车（EV）等推动汽车行业发展的其他催化剂中可能落后的传统汽车制造商，正在寻找提升自身水平并带来新一波增长的迹象，这种增长得益于对 AI 日益增长的兴趣。</p>
<h2>为什么我认为 Nvidia 是 AI 驱动汽车的最大受益者</h2>
<p>在 AI 与汽车方面，我想不到除了 Nvidia 和特斯拉之外还有哪两家公司具有最大的潜在上升空间。</p>
<p>虽然特斯拉在其自动驾驶雄心方面取得了显著进展，但可以提出一个相当有力的论点，即该公司的未来依赖于其自动驾驶汽车软件的广泛采用。如果没有 AI，投资者可能会认为特斯拉只是另一家汽车制造商，而不那么像一家科技公司。汽车行业竞争激烈，许多公司被迫在价格上竞争以刺激需求和销售。从长远来看，这样的策略可能会削弱利润率并抑制创新。</p>
<p>另一方面，我认为 Nvidia 在 AI 与汽车方面更像是一个独立的机会。如果更多车辆配备 AI 驱动的服务，我认为 Nvidia 显然有机会利用其与汽车制造商的现有合作关系，扩大其在汽车行业的整体影响力。</p>
<p>换句话说，对特斯拉的长期投资可能需要强烈的信念，认为该公司能够实现其自动驾驶愿景。相比之下，Nvidia 并不一定需要特斯拉才能成功——因为该公司有机会与全球众多希望构建其 AI 路线图的汽车企业合作。</p>
<p>基于这些原因，我认为 Nvidia 是汽车行业中自动驾驶和 AI 驱动服务的更大受益者，相较于竞争对手。</p>

英伟达

<p>英伟达在人工智能和汽车领域被视为领先的受益者，超越了特斯拉。该公司向通用汽车、丰田和梅赛德斯 - 奔驰等主要汽车制造商提供包括 Omniverse 平台在内的人工智能解决方案。英伟达的汽车收入预计将显著增长，预计 2024 年将达到 50 亿美元，同比增长 55%。与特斯拉不同，英伟达的成功并不完全依赖于自身的车辆，因为它与多家制造商合作，以增强汽车中的人工智能能力，使其在不断发展的汽车市场中成为一个更具防御性的投资机会</p>

<p>When thinking about how artificial intelligence (AI) is taking the world by storm, my mind almost instantly begins to think about how the technology is impacting fields like data analytics or drug discovery.</p>
<div class="lb-trans"><p>当我想到人工智能（AI）如何席卷全球时，我的脑海中几乎立刻浮现出这项技术对数据分析或药物发现等领域的影响。</p>
</div><p>While these use cases tend to fetch the most attention, AI has quietly been playing a major role in the automotive industry as well. From voice-recognition assistants to the rise of autonomous driving, AI is paving the way for the future of transportation.</p>
<div class="lb-trans"><p>虽然这些应用案例往往引起最多的关注，但 AI 在汽车行业也悄然发挥着重要作用。从语音识别助手到自动驾驶的兴起，AI 正在为未来的交通运输铺平道路。</p>
</div><p>Let's explore how <strong>Nvidia</strong>(NVDA -1.51%) is involved with the automotive sector, and assess why I see the company as my top pick over <strong>Tesla</strong> at the intersection of AI and cars.</p>
<div class="lb-trans"><p>让我们探讨一下 <strong>Nvidia</strong>（NVDA -1.51%）是如何参与汽车行业的，并评估为什么我认为该公司在 AI 与汽车交汇处是我最看好的选择，超过 <strong>特斯拉</strong>。</p>
</div><h2>How is Nvidia involved with the automotive industry?</h2>
<div class="lb-trans"><h2>Nvidia 是如何参与汽车行业的？</h2>
</div><p>Nvidia offers a number of products and services marketed toward the automotive industry. For example, the company's Omniverse platform allows companies to build digital twins of real-world environments to simulate how vehicles may operate under certain conditions (i.e., weather, traffic, pedestrians walking in the road).</p>
<div class="lb-trans"><p>Nvidia 提供多种面向汽车行业的产品和服务。例如，该公司的 Omniverse 平台允许公司构建现实环境的数字双胞胎，以模拟车辆在特定条件下（例如天气、交通、行人走在路上）如何运作。</p>
</div><p>In addition, the Nvidia Halos system combines the make and model of a car with the appropriate hardware and software development needed in order to bring autonomous capabilities from prototype to functioning product.</p>
<div class="lb-trans"><p>此外，Nvidia Halos 系统将汽车的品牌和型号与所需的硬件和软件开发相结合，以便将自动驾驶能力从原型转变为功能产品。</p>
</div><p>Nvidia's primary role in the automotive sector is to help bring a technology-driven layer to the car manufacturing process -- ushering in a new wave of safety and cost efficiencies.</p>
<div class="lb-trans"><p>Nvidia 在汽车行业的主要角色是帮助为汽车制造过程引入技术驱动的层面——带来新的安全性和成本效率浪潮。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTIzMjkvZ2V0dHlpbWFnZXMtMTE3NzM1MTk3My0zLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F812329%2Fgettyimages-1177351973-3.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Keep an eye on Nvidia's automotive growth</h2>
<div class="lb-trans"><h2>关注 Nvidia 的汽车增长</h2>
</div><p>According to the company's website, Nvidia is lending its AI services to a number of top automotive businesses including <strong>Rivian</strong>, <strong>Toyota</strong>, <strong>BYD</strong>, <strong>Mercedes-Benz</strong>, and <strong>Hyundai</strong>. While this is impressive, I think Nvidia's most notable move in the car business took place earlier this month during the company's GTC conference.</p>
<div class="lb-trans"><p>根据公司网站，Nvidia 正在为多家顶级汽车企业提供 AI 服务，包括 <strong>Rivian</strong>、<strong>丰田</strong>、<strong>比亚迪</strong>、<strong>梅赛德斯 - 奔驰</strong> 和 <strong>现代</strong>。虽然这令人印象深刻，但我认为 Nvidia 在汽车业务中最显著的举动发生在本月早些时候的 GTC 大会上。</p>
</div><p>At the conference, Nvidia revealed that it partnered with <strong>General Motors</strong> to work on a number of AI-powered solutions for its cars. As part of the deal, GM will be using the Nvidia Omniverse, Cosmos, and DRIVE AGX platforms to build more advanced systems for drivers, as well as improve manufacturing efficiencies in GM's factories.</p>
<div class="lb-trans"><p>在大会上，Nvidia 透露与 <strong>通用汽车</strong> 达成合作，致力于为其汽车开发多项 AI 驱动的解决方案。作为协议的一部分，通用汽车将使用 Nvidia 的 Omniverse、Cosmos 和 DRIVE AGX 平台来构建更先进的驾驶系统，并提高通用汽车工厂的制造效率。</p>
</div><p>The table below breaks down Nvidia's revenue from its automotive segment during calendar year 2024:</p>
<div class="lb-trans"><p>下表列出了 Nvidia 在 2024 日历年汽车部门的收入：</p>
</div><table>
<thead>
<tr>
<th>Category</th>
<th>Q1</th>
<th>Q2</th>
<th>Q3</th>
<th>Q4</th>
<th>2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>Automotive revenue</td>
<td>$329 million</td>
<td>$346 million</td>
<td>$449 million</td>
<td>$570 million</td>
<td>$1.7 billion</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>类别</th>
<th>Q1</th>
<th>Q2</th>
<th>Q3</th>
<th>Q4</th>
<th>2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>汽车收入</td>
<td>3.29 亿美元</td>
<td>3.46 亿美元</td>
<td>4.49 亿美元</td>
<td>5.70 亿美元</td>
<td>17 亿美元</td>
</tr>
</tbody>
</table>
</div><p>Data source: Nvidia.</p>
<div class="lb-trans"><p>数据来源：Nvidia。</p>
</div><p>Revenue from Nvidia's automotive segment increased by 55% year over year in 2024. With that said, the $1.7 billion in revenue from this business only represents about 1% of Nvidia's total revenue last year.</p>
<div class="lb-trans"><p>Nvidia 汽车部门的收入在 2024 年同比增长了 55%。尽管如此，这项业务的 17 亿美元收入仅占 Nvidia 去年总收入的约 1%。</p>
</div><p>During the company's fiscal fourth-quarter earnings call, management guided for the automotive business to rise nearly threefold this year to $5 billion in revenue.</p>
<div class="lb-trans"><p>在公司财年的第四季度财报电话会议上，管理层预计汽车业务今年将增长近三倍，达到 50 亿美元的收入。</p>
</div><p>Right now, the automotive segment is Nvidia's fastest-growing business outside of data centers. And yet even when accounting for this rapid scale, the automotive sales are barely even a fraction of Nvidia's entire operation.</p>
<div class="lb-trans"><p>目前，汽车部门是 Nvidia 在数据中心之外增长最快的业务。然而，即使考虑到这一快速增长，汽车销售仍然只是 Nvidia 整体业务的一小部分。</p>
</div><p>I see the new partnership with GM as a sign that more car businesses, especially legacy automakers that may have fallen behind in other catalysts fueling the automotive industry such as electric vehicles (EV), are looking for ways to level up and bring a new wave of growth supported by rising interest in AI.</p>
<div class="lb-trans"><p>我将与通用汽车的新合作视为更多汽车企业，尤其是那些在电动车（EV）等推动汽车行业发展的其他催化剂中可能落后的传统汽车制造商，正在寻找提升自身水平并带来新一波增长的迹象，这种增长得益于对 AI 日益增长的兴趣。</p>
</div><h2>Why I see Nvidia as the biggest beneficiary for AI-powered cars</h2>
<div class="lb-trans"><h2>为什么我认为 Nvidia 是 AI 驱动汽车的最大受益者</h2>
</div><p>When it comes to AI and cars, I can't think of two other companies besides Nvidia and Tesla that have the most potential upside.</p>
<div class="lb-trans"><p>在 AI 与汽车方面，我想不到除了 Nvidia 和特斯拉之外还有哪两家公司具有最大的潜在上升空间。</p>
</div><p>While Tesla has made notable progress in its autonomous driving ambitions, there's a pretty solid argument to be made that the company's future hinges on widespread adoption of its self-driving car software. Without AI, an investor could argue that Tesla is simply another car manufacturer and less so a technology business. The automotive industry is highly competitive and many companies are forced to compete on price in order to spur demand and sales. In the long run, a strategy like that can diminish profit margins and stifle innovation.</p>
<div class="lb-trans"><p>虽然特斯拉在其自动驾驶雄心方面取得了显著进展，但可以提出一个相当有力的论点，即该公司的未来依赖于其自动驾驶汽车软件的广泛采用。如果没有 AI，投资者可能会认为特斯拉只是另一家汽车制造商，而不那么像一家科技公司。汽车行业竞争激烈，许多公司被迫在价格上竞争以刺激需求和销售。从长远来看，这样的策略可能会削弱利润率并抑制创新。</p>
</div><p>On the other hand, I see Nvidia as more of an insulated opportunity when it comes to AI and cars. Should more vehicles come equipped with AI-powered services, I think Nvidia has an obvious opportunity to parlay its existing partnerships with car manufacturers to expand its overall presence in the automotive sector.</p>
<div class="lb-trans"><p>另一方面，我认为 Nvidia 在 AI 与汽车方面更像是一个独立的机会。如果更多车辆配备 AI 驱动的服务，我认为 Nvidia 显然有机会利用其与汽车制造商的现有合作关系，扩大其在汽车行业的整体影响力。</p>
</div><p>In other words, a long-term investment in Tesla may require strong conviction that the company pulls off its autonomous driving vision. By contrast, Nvidia doesn't necessarily need Tesla in order to succeed -- as the company has the luxury of partnering with a host of car businesses around the world that are looking to build their AI roadmaps.</p>
<div class="lb-trans"><p>换句话说，对特斯拉的长期投资可能需要强烈的信念，认为该公司能够实现其自动驾驶愿景。相比之下，Nvidia 并不一定需要特斯拉才能成功——因为该公司有机会与全球众多希望构建其 AI 路线图的汽车企业合作。</p>
</div><p>For these reasons, I see Nvidia as the bigger beneficiary of autonomous driving and AI-powered services in the car industry relative to the competition.</p>
<div class="lb-trans"><p>基于这些原因，我认为 Nvidia 是汽车行业中自动驾驶和 AI 驱动服务的更大受益者，相较于竞争对手。</p>
</div>

Prediction: This Artificial Intelligence (AI) Company Will Be the Biggest Beneficiary of Self-Driving Vehicles (Hint: It's Not Tesla)

- Nvidia 在汽车行业提供 AI 服务，助力制造和安全效率提升。  
- 2024 年汽车收入同比增长 55%，预计将达到 50 亿美元。  
- 与通用汽车的合作标志着更多传统汽车制造商寻求 AI 解决方案。  

预测：这家人工智能（AI）公司将成为自动驾驶汽车的最大受益者（提示：不是特斯拉）