$NIO Inc.(NIO)$ Two points about NIO: 1. Only the best can survive the brutal EV competition in China; 2. Take a close look at the ES9 and think about how much it would cost if offered by Tesla, BMW, or Range Rover. First, they don't even have the technology, and if they did, the price would be around what a Bentley, Aston Martin, or Rolls Royce SUV costs—$300,000. The ES9 is $77,000!
$Tesla Motors(TSLA)$ Yes, companies are making significant and accelerating progress with the NVIDIA autonomous driving platform. As of early 2026, NVIDIA has solidified its position as the go-to AI partner for the automotive industry, with many automakers, suppliers, and tech firms adopting its DRIVE platforms to power advanced driver-assistance systems (ADAS) and autonomous vehicles (AVs). Toyota, Mercedes-Benz, General Motors, Volvo, Hyundai, BYD, Geely, and Nissan are adopting NVIDIA DRIVE platforms, specifically the DRIVE AGX Orin and next-generation DRIVE Thor system-on-a-chip (SoC).
$NIO Inc.(NIO)$ Deutsche Bank has commented on China's auto sector amidst the crude oil price spike. Analysts from the bank noted that China's mature EV ecosystem offers a natural buffer against rising oil prices.