Source: Tesla Owners Silicon Valley
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Elon Musk turned heads at a Tesla fan occasion final weekend in San Mateo, California — not by hyping electrical vehicles, however by pitching a future the place humanoid robots drive Tesla’s development.
Appearing just about on the Tesla Owners of Silicon Valley “Takeover” get together, Musk predicted that Tesla’s Optimus robots may at some point generate $30 trillion in annual income.
“Hypothetically, if Tesla was making one billion of these a year… maybe on the order of $30,000, I’m just guessing here, that’s $30 trillion in revenue,” he stated. He adopted it up with a dose of realism and continued, “Long way to go between here and making one billion robots a year.”
The shift in Tesla’s focus highlights how rapidly and deeply the tech big is pivoting towards AI-driven robotics. Musk referred to as robots “probably the world’s biggest product.” He estimated a marketplace for 20 billion of them, which is greater than twice the variety of smartphones on the planet in the present day.
AI is the engine behind Tesla’s robotic future
Tesla’s Optimus robotic is at the moment on its third model, which Musk stated is lastly prepared for quantity manufacturing. A number of hundred models are anticipated by the top of 2025, with a extra aggressive ramp-up deliberate for 2026. The motive for the delay? A redesign of the robotic’s structure, geared toward making it extra scalable.
But {hardware} is barely a part of the story. The actual enabler behind Optimus and Tesla’s broader technique is AI.
“I’ve never seen any technology advance as fast as AI,” Musk stated, describing it as a “supersonic tsunami.” That identical AI is already behind Tesla’s self-driving expertise, and now it’s driving the corporate’s push into robotics, too. A current cope with Samsung to supply Tesla-designed chips for each self-driving and robotics efforts speaks to how severe this play is.
NVIDIA CEO Jensen Huang additionally sees a future client marketplace for humanoid robots. Others, like Futurum’s Shay Boloor, word that the world at the moment spends $50 trillion yearly on human labor; this makes robots a probably huge disruption if firms can “conquer it.”
Speculation meets inventory value
Events just like the Takeover could appear to be fan gatherings, however they typically function retail investor roadshows. Unlike different megacaps, greater than 40% of Tesla’s shares are held by retail buyers, which is almost double the speed of a lot of the Magnificent Seven, which embody Tesla, Apple, Microsoft, Alphabet, NVIDIA, Meta, and Amazon.
That optimism is mirrored in Tesla’s sky-high valuation. Shares commerce at roughly 180 occasions estimated 2025 earnings, second solely to Palantir. While the corporate’s inventory dipped following earnings final week, it bounced again 3% Monday, boosted partially by the Samsung chip announcement.
Humanoid robots may supercharge enterprise IT demand
Whether Musk’s humanoid robotic desires ever attain the trillion-dollar mark is anybody’s guess. But if Tesla and different main gamers begin critically scaling robotic manufacturing, it’s going to spice up the demand for GPUs, customized silicon, edge gadgets, and cloud capability. That means extra infrastructure to construct, handle, and safe, placing MSPs, cloud resolution suppliers, and techniques integrators squarely within the path of alternative and strain.
