In Physical AI Era, NVIDIA Redefines Autonomous Driving With ‘Three Computers and A Five-Layer Cake’

• Behind this strategy lies Jensen Huang's obsession with "Physical AI" – he believes that autonomous driving is the product most likely to achieve large-scale deployment within physical AI.
• NVIDIA defines intelligent driving as a “three computers” problem – in-vehicle inference computer, cloud training computer and simulation computer.
• Building upon the “three computers”, NVIDIA further refines its autonomous driving ecosystem layout into a “five-layer cake”. The core logic of this layered architecture is to use open-source models combined with diverse hardware, tools and capabilities to cover the complete ecosystem from development to delivery.

NVIDIA is positioning itself as an “ecosystem player” in the autonomous driving space through its “Three Computers and A Five-Layer Cake” strategy. This insight emerged from an exclusive interview that NVIDIA's VP of Automotive, Wu Xinzhou, gave to Counterpoint Research in April 2026, ahead of the Beijing Auto Show 2026, detailing the latest progress and strategic layout of the company’s intelligent driving business.