Breaking: RIVIAN's self-developed AI chip shockingly released, claiming performance is four times that of the old NVDA system!🚀

🟣 1. Core Breakthrough: Rivian's "brain" upgrade

• Rivian announced the self-development of high-performance AI computing chips for its future models.

• The company claims the new chip's performance reaches four times that of the previously used Nvidia ($NVDA) system.

• This means more powerful autonomous driving processing capabilities, more responsive in-car interaction, and more efficient energy management.

For users, the future Rivian electric vehicle will become smarter, safer, and more responsive.

🟩 2. Ecological Impact: Is the trend of car companies "de-NVDA-ization" intensifying?

• Following Tesla, Rivian has become another leading electric vehicle company investing heavily in self-developed chips.

• This is not only a technological race but also about controlling the core supply chain, reducing costs, and creating a unique product moat.

• In the long run, this may change the competitive landscape of the automotive semiconductor market, with traditional chip giants facing new challenges.

Potential impacts:

- The competition for computing power dominance among car manufacturers will become fiercer, with self-development possibly becoming standard for high-end brands.

- The leap in automotive AI performance may accelerate the landing of L4/L5 level autonomous driving.

- For investors, there is a need to reassess the long-term growth narrative of traditional automotive chip suppliers.

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