NIO's Shenji Chip vs Nvidia — Let Me Set The Record Straight episode artwork

EPISODE · Mar 22, 2026 · 11 MIN

NIO's Shenji Chip vs Nvidia — Let Me Set The Record Straight

from Courtside Financial Podcast · host Courtside Financial

People are saying NIO's Shenji chip beats Nvidia by multiples. I just spent four days at Nvidia GTC watching Jensen Huang lay out the future of autonomous driving — and I need to set the record straight.The comparison being made is against Orin X. Nvidia's Orin X is two generations old. The honest comparison is Shenji against DRIVE Thor — Nvidia's current generation chip. And on raw compute, Thor wins.But here's the thing. The real Shenji story doesn't need to beat Nvidia to be one of the most compelling technology plays in the Chinese EV space right now. I'm going to show you exactly why.I'm a NIO bull. You know that. But credibility means being honest when the narrative needs a correction. Full breakdown today.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠ NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠

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NIO's Shenji Chip vs Nvidia — Let Me Set The Record Straight

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