New Delhi, March 17 -- On Monday, at Nvidia's annual GTC conference, CEO Jensen Huang projected $1 trillion in AI infrastructure demand between 2025 and 2027.

It's an incredible figure that means business for a host of companies, including Nvidia. The biggest loser in Huang's scenario, however, might just be Tesla, with Nvidia's autonomous driving solutions chipping away at a core part of investors' reason for owning stock in Elon Musk's EV maker.

Nvidia's DRIVE platform aims to bring AI into the real world, turning any car into a robo-taxi, with its DRIVE AGX Thor computer and a suite of predefined sensors, including cameras and lidar (laser-based radar).

Uber Technologies announced plans to launch a fleet of DRIVE-enabled robo-taxis ...