In a recent interview video widely circulated on social media, NVIDIA CEO Jensen Huang described Elon Musk, CEO of Tesla and SpaceX, as being in an “excellent position” (phenomenal position) in the AI race, attributing his advantage to computing infrastructure, real-world data, and a triad of AI business initiatives. Huang stated that collecting real-world data is extremely costly, yet Tesla possesses one of the world’s largest vehicle fleets, continuously generating massive volumes of driving data. Tesla’s AI computing infrastructure incorporates substantial NVIDIA hardware, and combined with the joint advancement of xAI, Tesla Autopilot, and the Optimus humanoid robot, Musk has secured a critical strategic position in the AI era. Huang emphasized that Musk’s advantage derives from two sources: AI computing infrastructure, with Tesla’s AI Factory equipped with a large number of NVIDIA GPUs, making it one of the world’s most powerful AI training platforms; and real-world data, as Tesla operates one of the world’s largest fleets of connected vehicles, continuously collecting data on driving environments, road conditions, and vehicle performance. These remarks sparked extensive discussion within the AI industry and investment communities, shifting market focus toward the complete AI ecosystem built on computing power, data, and end-user applications.