Humanoid Robotics Could Be the AI Breakthrough Tesla Needs

Tesla could be ready to launch an AI robot for domestic and industrial uses later this year or next.

Is Tesla sitting on the next big AI product that could turn the company around?

Quick overview

  • Tesla's stock has struggled in 2025, but a breakthrough with its humanoid robotics project, Optimus, could change that.
  • Nvidia CEO Jensen Huang believes Tesla's proprietary technology could lead to a multi trillion-dollar industry.
  • Tesla's AI technology is already in use for its self-driving taxi service, and the company plans to release humanoid robots by 2025.
  • The success of Optimus could help Tesla recover from declining sales and improve its stock price.

Tesla (TSLA) has been struggling this year, with its stock price notoriously tanking through the early months of 2025, but they could have a huge breakthrough later this year.

Will Tesla's Optimus save the company from stock decline?
Will Tesla’s Optimus save the company from stock decline?

If Tesla were to focus on its humanoid robotics projects that use AI to create realistic interactions, then the company may be able to find itself on better footing. That assessment comes from Nvidia (NVDA) CEO Jensen Huang. He says that Tesla is sitting on proprietary tech that could open the doors to a “multi trillion-dollar industry. “

Tesla is working on a number of different projects, and one of those is Tesla Optimus, which is a humanoid robot run on AI tech that was announced back in 2021 at the Artificial Intelligence Day event. A prototype was shown off in 2022, and then in 2023, a demonstration video was released. That video showed the robot walking, cooking an egg, and dancing.

Will AI Tech Save Tesla?

Tesla already uses its proprietary AI technology in its newly released self-driving taxi service. These taxis are refitted Tesla cars that are able to drive without a human driver and drop people at destinations all over Austin, Texas.

Their AI tech has many applications, though, and one of those is in the field of humanoid robots. This is an emerging market that shows incredible potential, with several companies working on robots that can serve as romantic partners, household assistants, and industrial workers.

Last year, Tesla said that they would be producing these robots by 2025. There have also been plans to send a robot into space by the year 2026, but so far, these robots have not been made available for sale. There are a large number of uses for AI-powered humanoid robots, and Tesla may be on the verge of releasing them to the public at a price of around $30,000 according to Musk’s last statement on the subject of pricing.

Tesla needs a big break after the so-so launch of its robot taxi service and disappointing sales through Europe. With no new Tesla model to show off, their sales have been declining for months, and the company desperately needs something to help push its stock price back up to early 2025 levels. If the company can release Optimus sometime this year or early next year, they may be able to turn things around. The robots could potentially be used in both industrial and domestic settings, allowing the company to appeal to a very wide customer base. 

 

ABOUT THE AUTHOR See More
Timothy St. John
Financial Writer - European & US Desks
Timothy St John is a seasoned financial analyst and writer, catering to the dynamic landscapes of the US and European markets. Boasting over a decade of extensive freelance writing experience, he has made significant contributions to reputable platforms such as Yahoo!Finance, business.com: Expert Business Advice, Tips, and Resources - Business.com, and numerous others. Timothy's expertise lies in in-depth research and comprehensive coverage of stock and cryptocurrency movements, coupled with a keen understanding of the economic factors influencing currency dynamics. Timothy majored in English at East Tennessee State University, and you can find him on LinkedIn.

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