Nvidia, which has taken over the artificial intelligence (AI) semiconductor market, is also moving in earnest to target the autonomous driving market. A video showing CEO Jensen Huang test-riding an autonomous vehicle has been released, stoking technological competition with Tesla. It has also moved to cooperate with Bolt to target Europe’s robotaxi market.

Global automakers including Hyundai Motor, Nissan, Isuzu, BYD and Geely Auto have joined an autonomous driving alliance, accelerating expansion of an ecosystem centered on Nvidia.

• "Jensen Huang rode it himself"... Nvidia releases autonomous driving video, challenges Tesla • Nvidia forms autonomous driving alliance with Bolt... targets Europe robotaxi market • Nvidia expands autonomous vehicle alliance... Hyundai Motor, Nissan, Isuzu, BYD and Geely join

Beyond Nvidia, the global robotaxi race is hotter than ever. Lucid Motors unveiled its robotaxi "Luna," signaling a competitive dynamic with Tesla. Nuro has started autonomous driving tests in Tokyo as it moves into global expansion.

Uber is working with Wave and Nissan to push for commercialization of robotaxi services this year, intensifying a battle for leadership among automakers, platforms and autonomous driving startups.

• Lucid unveils robotaxi "Luna"... head-to-head with Tesla • Nuro starts autonomous driving tests in Tokyo... first step in global expansion • Uber, Wave and Nissan to launch robotaxi service in Tokyo this year

South Korea’s mobility industry is also seeing intensifying technology-driven competition. Kakao Mobility declared a shift to become a "physical AI" technology company as it moves to secure future mobility technologies. Autonomous A2Z completed a pre-IPO and secured cumulative investment of 122.5 billion won, speeding up commercialization of autonomous driving technology. Platforms and autonomous driving firms are pursuing both technology investment and capital raising to strengthen competitiveness.

• Kakao Mobility declares shift to physical AI technology company • Autonomous A2Z completes pre-IPO... cumulative investment reaches 122.5 billion won

Chinese electric vehicle makers are accelerating their push into global markets on the back of technology and price competitiveness. BYD is overhauling its small SUV and crossover lineup while also seeking to build 2,000 ultra-fast charging stations in Europe, moving to catch up with Tesla in infrastructure competition. The company is also being talked about as possibly entering F1 racing as it aims for a leap as a global brand.

Geely Auto unveiled 1.5 megawatt-class ultra-fast charging technology, fueling a "7-minute charging" competition. At the same time, Chinese electric trucks priced up to 30 percent lower are entering Europe’s commercial vehicle market, heightening wariness in the local industry.

• China’s BYD overhauls small SUV, crossover lineup • BYD to build 2,000 ultra-fast charging stations in Europe... chases Tesla • BYD to enter F1 racing?... aims for leap as global brand • China’s Geely unveils 1.5 MW ultra-fast charging... ignites "7-minute charging" competition with BYD • "Prices 30 percent lower"... Chinese electric trucks put Europe commercial vehicle industry on alert

Market developments around Tesla are also unfolding in a mixed way this week. Sales in China rose in January and February 2026, contrasting with rival BYD, as Tesla also pushes to enter the UK power market and accelerates expansion into the energy business beyond electric vehicles.

At the same time, continued executive departures, including a finance veteran with 17 years of experience, are adding to concerns about internal organizational stability.

• Tesla China sales rise in January to February 2026... BYD declines • Tesla moves into UK energy market... steps up power business after EVs • Tesla executive departures deepen... finance chief with 17-year career also leaves

Rising international oil prices are emerging as a signal that could spur demand for electric vehicles. With gasoline prices surging, searches related to electric vehicles increased sharply, according to auto market analysis firm Edmunds.

As oil price volatility grows, another analysis says electric vehicles are again gaining attention as an alternative that can reduce the burden of energy costs and strengthen energy independence.

• EV searches surge as gasoline prices spike... Edmunds report • Oil price surge... electric vehicles touted as best solution for energy independence

The bicycle market is evolving in varied ways, reflecting materials innovation, electrification and lifestyle demand. Cannondale unveiled the aluminum race bike "CAAD14" as it challenges a carbon-centered race market. Ride1Up expanded its electric bicycle "Vorsa" lineup, spanning from lightweight to fat-tire models. Consumer-tailored e-bike trends, from entry-level to professional models, are also spreading.

• Challenge to carbon-dominated market... Cannondale unveils aluminum race bike "CAAD14" • From lightweight to fat-tire... Ride1Up expands "Vorsa" e-bike models • From entry-level to professional, consumer-tailored e-bike trend