Rivian Doesn't Need Nvidia for Self-Driving Cars. Should Nvidia Investors Be Worried?

Rivian's (NASDAQ: RIVN) Autonomy & AI Day last week put a wrinkle into the Nvidia (NASDAQ: NVDA) growth story.Rivian, which specializes in electric trucks and SUVs, said it plans to ship a new autonomy computer on its R2 vehicles starting at the end of 2026, built around an in-house chip designed to run its self-driving software.Rivian is not a major Nvidia customer, so this is not about lost revenue today. It's about a pattern: More companies are looking for ways to rely less on Nvidia's pricey AI (artificial intelligence) chips -- and that trend matters more when Nvidia's stock's valuation already assumes years of continued dominance.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool