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Considering the recent hire of Tesla's new Vice President of Autopilot Hardware Engineering team was Jim Keller[0], the lead architect for AMD's K8 (Athlon 64)
by peller 10y ago
Considering the recent hire of Tesla's new Vice President of Autopilot Hardware Engineering team was Jim Keller[0], the lead architect for AMD's K8 (Athlon 64) and a very influential force behind both Apple's A* chips and AMD's Zen (Ryzen), I think you're right that they're looking to rely less on NVIDIA.
My guess would be that Tesla's ambitions are set on controlling the whole stack. Something along the lines of a custom software toolchain for tailor-built silicon.
[0] https://en.wikipedia.org/wiki/Jim_Keller_(engineer) https://en.wikipedia.org/wiki/Jim_Keller_(engineer)