Industry & Technology　·　Jul 16, 2026 08:46

NVIDIA's end-to-end autonomous driving momentum varies between U.S. and China

NVIDIA is building an ecosystem around end-to-end autonomous driving, with a stable expansion in the U.S. market. However, the reception in China has been cooler, creating a noticeable temperature gap between the two markets.

Source: 日经中文网

NVIDIA, the U.S. semiconductor company, is building an ecosystem around end-to-end autonomous driving. The company holds a high market share in AI semiconductors for this approach and has expanded its business into core AI models.

At the CVPR2026 conference, many companies prominently displayed cards identifying themselves as NVIDIA partners. Centered around U.S. enterprises, the NVIDIA economic circle in end-to-end autonomous driving is steadily expanding.

However, field interviews revealed that the same ecosystem has not generated equal enthusiasm in the Chinese market. The two markets show a clear temperature difference in their response to NVIDIA's end-to-end autonomous driving technology.