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NEWS TAGGED OPTIMUS
Thursday 22 October 2026
Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture...
Thursday 22 October 2026
Analysis: Musk combines rocket technology with Roadster 2, leveraging synergies across his business empire
Tesla has unveiled its Roadster 2 rocket-powered sports car, but the significance extends beyond the performance specifications of a single vehicle. The unveiling highlights how CEO...
Monday 5 October 2026
Musk raises Tesla AI5 memory to 96GB after cut
Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change...
Friday 2 October 2026
Tesla cuts AI5, AI6 memory specs to protect Optimus
Facing a prolonged memory supply crunch, Tesla CEO Elon Musk has announced steep cuts to the memory specifications of the company's AI5 and AI6 chips to secure enough memory for Optimus...
Wednesday 30 September 2026
From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...
Tuesday 22 September 2026
Tesla speeds up Optimus mass production with China supply chain visits
Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze...
Thursday 27 August 2026
Tesla doubles down on custom AI chips as Musk claims AI5 can beat NVIDIA on efficiency and cost
Tesla CEO Elon Musk recently said the company's upcoming AI5 inference chip could deliver two to three times the performance per watt of Nvidia products when deployed in autonomous...
Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Thursday 23 July 2026
Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...
Thursday 23 July 2026
Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

Tesla is building an entirely new supply chain from scratch to support its Optimus humanoid robot program, with CEO Elon Musk naming...

Wednesday 22 July 2026
Tesla's EV platform powers Optimus scale production edge
Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line...
Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from...

Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 23 April 2026
Tesla's US$25 billion investment push signals shift to AI and automation
Tesla reported steady first-quarter results while outlining an aggressive expansion into artificial intelligence, robotics, and energy — a strategy that executives say will define...
Sunday 12 April 2026
Tesla and SpaceX deepen vertical integration push for supply chain control
Under the leadership of Elon Musk, Tesla and SpaceX have stretched their ambitions across a widening array of industries — from robotaxis and the humanoid robot Optimus to low-Earth-orbit...