Even Nvidia’s head of automotive fights with Nvidia for compute
Today, I’m talking with Xinzhou Wu, who is the head of automotive at Nvidia.
Nvidia is obviously in the news constantly because of the AI boom — it’s one of the most valuable companies in the world, because the AI industry can’t get enough of the company’s GPUs.
But Nvidia is also a key supplier to the auto industry. It’s had chips in cars for years now, and Xinzhou has been instrumental in building a complete autonomous driving system that automakers can just use. It’s already in newer Mercedes EVs, for example, as you’ll hear him mention several times.
So I really wanted to get his perspective on how the auto industry is handling the big transition to self-driving EVs. That’s the goal every carmaker and supplier will tell you is coming, but which maybe seems farther away in 2026 than ever. The EV adoption cycle in the United States...
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