On September 24th, news surfaced that NVIDIA is internally nurturing a Robotaxi project, helmed by Senior Director Ruchi Bhargava. At present, the global Robotaxi sector is witnessing remarkable growth, with China and the United States leading the charge by successfully carrying out small-scale driverless operations (operations without a primary safety driver). NVIDIA has embraced an 'end-to-end' neural network technology strategy, boosting training with the world model Cosmos, which is constructed using simulation technology. The company intends to pour in US$3 billion, with a priority on rolling it out in the United States. Although NVIDIA trails behind top-tier firms in terms of road testing experience and data accumulation, Jiang Han, a senior researcher at the Pangu Think Tank, posits that NVIDIA's initiative signifies a strategic leap propelled by the imperative for a technological closed loop. This move is expected to hasten the divergence of technological paths and the aggregation of resources, potentially overhauling the market structure.