Telsa could have 1000+ of its advanced Optimus robots on factory floors by the end of 2025 according to Wall Street analysts.
Bank of America analyst John Murphy has said that the "Optimus is real and development is poised to accelerate. Optimus is currently used by TSLA to sort 4680 cells with no intervention. TSLA is testing Optimus in various use cases (i.e., catching a tennis ball) to refine the robot and determine a final design".
Popular Now: RTX 5090 stock dries up as prices soar past $10,000Tesla plans to have 1000 of its Optimus robots by the end of 2025, most of them operating inside of its plant, with more robots in use the training will accelerate. Optimus makes up just a single-digit percentage of Tesla's compute, but BofA expects to see the resources made available to Optimus will grow as the "robotaxi technology matures".
- Read more: Tesla looking for AI Teleoperation workers: remote control robotaxis, robots
- Read more: Tesla Optimus Gen 2 robot: serves drinks, helps you out, costs $20K to $30K
- Read more: Tesla pays $48 per hour to wear mo-cap suit, VR headset to train Optimus robots
- Read more: Tesla's supercomputing cluster at Giga Texas: 100K H100/H200 for video training FSD, Optimus
BofA says that this will drive an acceleration in the capabilities of Optimus, and will "ultimately lead to increased production in 2026+, thereby helping drive costs down". Better yet, the Optimus opportunity (and others) could "potentially benefit from more capital via an equity to fund greater compute capacity, which we believe would be welcome by most Tesla investors".
