NVIDIA CEO Jensen Huang posted his third social media tweet late on August 4 Beijing time, more than half a month after launching his account, promoting NVIDIA’s new open-source autonomous driving model, Alpamayo 2 Super. Huang stated, “The next wave of AI will belong to robotics, and this wave will begin with autonomous driving.” Alpamayo 2 Super was first unveiled at NVIDIA’s GTC Taipei 2026 conference and has now officially launched and entered the market. The model can not only 'see' its surroundings but also understand and reason about the complex real world, thinking and making judgments before taking action. It can serve as the foundational core model for Robotaxis, trucks, shuttles, delivery vans, tractors, and various long-tail mobile robots, and is expected to power billions of autonomously operating intelligent machines. Huang explained that NVIDIA will release the model for commercial use under the OpenMDW-1.1 license, allowing development teams to inspect, fine-tune, and deploy it. Dongwu Securities notes that physical AI first undergoes industrial iteration in autonomous driving and later in robotics, evolving from high-definition maps, LiDAR, and modular systems toward end-to-end architectures, vision-language-action (VLA) models, and world models. Intelligent driving, as the first scenario to successfully close the loop, warrants focused attention. Guangfa Securities points out that the autonomous driving industry stands at a critical inflection point where technology, policy