Optimus - TechWire

Optimus

2025.10.24

20:29

Tesla's humanoid robot delayed again because its hands can only be used for six weeks

During yesterday's third-quarter conference call, Elon Musk confirmed that the design finalization of the third-generation humanoid robot, Optimus, will be delayed until the first quarter of next year. On July 14th of this year, Musk posted on X that he had just left Tesla's design studio and that a "spectacular" demonstration would be held by the end of the year. Two supply chain sources stated that Tesla had originally planned to complete development of the third-generation Optimus and hold a launch event in November. The Optimus robot's dexterous hands are already among the most sophisticated in the industry. However, when trained to sort packages, they only have a lifespan of six weeks. Each hand costs over $6,000, and considering other wearable components, not including electricity costs, a single robot costs nearly $100,000 in replacement parts per year. This amount could employ two auto assembly workers in the United States. The delay in development has not yet affected Tesla's mass production plans for Optimus with suppliers. However, these suppliers have stated that they are not fully confident in Tesla's guidance, as the engineering challenges facing Optimus extend beyond the hands; everything else is rapidly evolving.

2025.09.19

09:36

A-share humanoid robot stocks plunged in early trading, with Haowen Automotive, Wolong Electric Drive, and Hongchang Technology falling over 8%. Amperetron, Hengshuai Shares, and Wuzhou Xinchun led the declines. Elon Musk clarified that the order for 10,000 Tesla Optimus robots was fake.

09:35

Humanoid robot concept stocks plunged in early trading, with Haowen Automotive and Wolong Electric Drive falling more than 8%.

Humanoid robot stocks plunged in early trading, with Haowen Automotive, Wolong Electric Drive, and Hongchang Technology falling over 8%. Amperetron, Hengshuai Shares, and Wuzhou Xinchun led the declines. Earlier, Musk clarified that the order for 10,000 Tesla Optimus robots was fake.

00:16

Musk clarifies Tesla Optimus robot orders: fake

In response to recent news that the US plant-based pharmaceutical company PharmAGRI signed a letter of intent with Tesla, planning to deploy up to 10,000 Optimus Gen3+ humanoid robots on its own farms and in the production of prescription drugs, Musk briefly responded on social media today: "False."

2025.09.02

05:10

Tesla CEO Elon Musk: Expanding the scale of Full Self-Driving (FSD) and Optimus robots is the most critical element in achieving Tesla's overall plan for the fourth chapter of its ambitious plan, and approximately 80% of Tesla's value will depend on Optimus robots.

05:03

Musk: About 80% of Tesla's value will depend on Optimus robots

Musk has said about 80% of Tesla's value will depend on the Optimus robot.

2025.08.25

08:23

CITIC Construction Investment: Giants are actively deploying humanoid tracks and continue to pay attention to new changes in large models, scenario applications, and supply chains.

CICC noted that giants like NVIDIA are actively advancing their humanoid robot development, and Zhiyuan and its partners are working together to advance the industry from "technical exploration" to "large-scale commercialization," demonstrating continued positive changes across the industry. CICC believes that interest in large models is expected to continue to grow, potentially creating opportunities in both model architecture design and the corresponding data collection. Implementation will continue to advance, and humanoid robots are expected to gradually achieve commercialization in specific scenarios. They will continue to iterate and upgrade in real-world applications, enabling the migration and diffusion of capabilities, further expanding their application scenarios. The supply chain continues to generate business opportunities, with both new product launches and new customer supply chain opportunities warranting attention. Potential catalysts such as the subsequent update and release of the Optimus III solution and the bidding process for domestic robots remain noteworthy. CICC remains optimistic about the overall sector outlook and recommends investments in sensors, dexterous hands, vertical applications, and domestic supply chains, which demonstrate promising industry trends and rapid growth.

2025.07.25

21:05

Tesla (TSLA.O) has failed to keep up with Musk's goal of producing 5,000 Optimus robots this year. So far, Tesla has only manufactured a few hundred Optimus robots, according to The Information.

2025.07.24

05:51

Musk: Tesla (TSLA.O) hopes to increase annual production of the humanoid robot Optimus to 1 million units within five years.

05:50

Musk: There are no major flaws in the design of Optimus 3.

05:47

Musk: The company is re-adjusting for Optimus 3. The prototype will be completed this year and mass production will be achieved next year.

2025.07.22

11:40

Musk officially enters the catering industry and opens a Tesla Supercharger restaurant

Tesla restaurant is really here! The world's first Tesla Supercharger Diner officially opened in Los Angeles on Monday. It has a "cyberpunk style" and a futuristic "flying saucer" shape. Car owners can enjoy a retro car movie theater while charging. The humanoid robot Optimus also officially "took office" and served in the restaurant. Some people even queued for 13 hours to try it out. Musk said the goal is to provide everyone (whether they are Tesla owners or not) with an interesting experience and will continue to improve. Tesla's official account also announced that the restaurant and charging station will operate 24/7. The restaurant is located at 7001 Santa Monica Boulevard in Los Angeles. It is equipped with 80 V4 super charging piles, two 45-foot (about 13.7 meters) LED movie screens, and a small 24/7 restaurant that serves a variety of meals made from local ingredients (with more than 250 dining seats).

2025.07.13

07:31

Media: SpaceX will invest $2 billion in Musk's xAI

According to media reports, SpaceX has pledged to invest $2 billion in Musk's artificial intelligence startup xAI as part of the latter's $5 billion equity financing. The report said that this investment follows the merger of xAI and X platform, and the combined company's valuation has reached $113 billion. The Grok chatbot developed by it has been used in the Starlink technical support system and may be further integrated into Tesla's Optimus humanoid robot in the future.

2025.07.02

18:57

Tesla suspends humanoid robot production, revises design

Information from the Chinese supply chain shows that Tesla is focusing on adjusting the technical details of the humanoid robot Optimus's software and hardware, and began to suspend the purchase of Optimus parts half a month ago. Two suppliers said that Tesla did not explicitly state that it would reduce orders for robot parts, but it would not determine a new mass production plan and restart procurement until the Optimus design was adjusted. The adjustment may take 2 months. Musk recently stated on social media that the performance of the new version of Optimus is significantly improved over Tesla's second-generation Optimus, which will debut in 2023, and has added voice interaction functions supported by Grok. It is understood that as of the end of May this year, Tesla has purchased enough parts to produce 1,200 Optimus this year and produced nearly 1,000 units. Previously, Musk promised to produce 5,000 units this year. Both of the aforementioned people believe that with the interruption of parts procurement, this goal is basically unattainable.

2025.06.29

08:42

Musk announced major progress in brain-computer interface: the number of subjects increased to 7 and it is expected to control humanoid robots in the future

In the future, humans are expected to directly control humanoid robots through brain-computer interfaces. On June 27th local time, Neuralink, Musk's brain-computer interface company, released an hour-long video showing their latest research results and product development directions. According to reports, there are currently 7 subjects in Neuralink, including 4 patients with spinal cord injuries and 3 patients with amyotrophic lateral sclerosis (ALS). These subjects are using related equipment at a high frequency, and data show that the average weekly usage time is about 50 hours, with a peak of more than 100 hours. What is of concern is that Alex, a patient with spinal cord injury, will also be connected to the Tesla humanoid robot Optimus manipulator in the future to achieve more complex operations. Musk said that in the future people may be able to fully control Optimus' body through Neuralink.

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