NVIDIA CEO Jensen Huang believes that Elon Musk is the winner of the AI race, based on infrastructure's 'computing power math.' Tesla's AI factory is equipped with a massive amount of NVIDIA hardware, and its vehicle fleet constitutes the world's largest real-world data collection system. Musk controls three key areas that Huang considers most crucial for AI: xAI, Tesla's Autopilot, and the Optimus humanoid robot, giving him a significant advantage in collecting real-world data.