Tesla announced on January 28, 2026, that it will stop making the Model S and Model X and convert that production space at its Fremont, California, factory into a dedicated line for Optimus humanoid robots.

Chinese EV makers, including BYD and XPENG, are racing Tesla to commercialize humanoid robots, betting that physical AI will become the next big market.

New construction near Tesla's Austin-area factory offers a closer look at plans for future Optimus robot production. Apptronik and other companies are also expanding robotics development in the area.

The stock market has spent most of the past two years rewarding companies tied to artificial intelligence. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the world’s most valuable business because it supplies the chips powering the AI revolution.

According to a Reuters report, CEO He Xiaopeng will take over leadership of XPeng's robotics division immediately as the company moves toward starting mass production of its humanoid robots by the end of the year.

Tesla CEO Elon Musk believes the Optimus robot will become the company's most important product. Optimus is a bipedal, autonomous humanoid robot designed for various tasks, from factory work to household duties. Tesla plans to convert part of its Fremont ...

Humanoid robotics moved from concept videos to factory floors over the past 18 months, and three ETFs now offer materially different ways to play it: Themes Humanoid Robotics ETF (NASDAQ:BOTT), ROBO Global Robotics and Automation Index ETF (NYSEARCA:ROBO),

Nvidia and Tesla lead contrasting strategies in a global race for physical AI and humanoid robotics, addressing severe labor shortages across China and the US.

See the top humanoid robots built for factory work, including Tesla Optimus, Figure AI, Apptronik Apollo, Agility Digit, and more.

"Isn't that, like, misleading?" The post Google DeepMind Partner Posts Video of Fake Humanoid Robot appeared first on Futurism.

Quick ReadJensen Huang's $40 trillion humanoid robot TAM thesis positions NVDA as the compute infrastructure layer and TSLA as the only public pure-play humanoid bet.Tesla trades at 208x forward P/E while prediction markets assign only 14% odds to Optimus shipping by 2026,