NVIDIA is licensing the Fusion chiplet, its C2C CPU attach and NVHBM to MediaTek and buying $3.5 billion of its convertible bonds, so the quickest route to a custom accelerator now ends inside an NVIDIA rack.
Perspective Coverage
3 publishers
- Builder
- Builder 37%
- Operator
- Operator 22%
- Investor
- Investor 41%
Reality
- Evidence55
- Adoption20
- Hype gap+30
- Incentives80
- Confidence60
Last week's Silverado and Sierra software reveal got read as GM restoring phone mirroring. The eleven electric nameplates that lost projection in 2023 are still Google built-in only, and the stack underneath them is why.
Reality
- Evidence66
- Adoption58
- Hype gap+18
- Incentives72
- Confidence64
The AM Radio for Every Vehicle Act cleared the House on Wednesday and now goes to the Senate, where 60 senators have already co-sponsored a version. Four automakers would have to refit hardware they took out.
Reality
- Evidence62
- Adoption38
- Hype gap+18
- Incentives70
- Confidence58
Hyundai has released the first road footage of Atria AI, the self-driving platform it is building in-house, driving hands-off in Seoul traffic. Cars carrying it are due in mass production in the second half of 2029.
Reality
- Evidence45
- Adoption22
- Hype gap+15
- Incentives70
- Confidence40
Hyundai Motor Group told a media day in Seongnam that Level 2+ reaches mass production in the first half of 2028, and that it will pass competitors' accumulated driving data within five years of that start. About 40 cars collect its data now.
Reality
- Evidence32
- Adoption14
- Hype gap+45
- Incentives74
- Confidence55
The assistant runs off-the-shelf language models on Google Cloud against VIN-linked accounts. The engineering that decides whether it works is retrieval, and the in-car version is a year out.
Reality
- Evidence42
- Adoption52
- Hype gap+18
- Incentives63
- Confidence45
Rivian builds hardware headroom for about seven to 10 years of upgrades. The average US vehicle is 12.8 years old, and no one has priced the gap between those two numbers.
Reality
- Evidence52
- Adoption44
- Hype gap+18
- Incentives62
- Confidence50
Rivian builds in seven to 10 years of software headroom. The average American car is 12.8 years old. Tesla's HW3 retrofit and a Gen 1 Rivian class action show who pays the difference.
Reality
- Evidence58
- Adoption62
- Hype gap+8
- Incentives60
- Confidence55