
Jensen Huang just endorsed Elon Musk - why he thinks Tesla is headed for a multitrillion-dollar future
- by The Economic Times
- Jun 26, 2025
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Last Updated: Jun 26, 2025, 08:13:00 PM IST
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Nvidia's CEO, Jensen Huang, has lauded Tesla's humanoid robot project, Optimus, suggesting it could drive a multi-trillion-dollar industry. Tesla envisions Optimus automating factory tasks and potentially revolutionizing various sectors. While Tesla's stock recently surged due to robotaxi developments, experts advise caution, emphasizing the need for tangible results from its AI ventures before further investment.
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Nvidia CEO Jensen Huang just gave a big thumbs-up to Elon Musk and Tesla. He said Tesla’s work on humanoid robots could be part of a multi-trillion-dollar future, not just their robotaxis or electric cars.
Tesla is already famous for making electric cars, but it wants to become a major Artificial Intelligence (AI) company too. One of Tesla’s big AI ideas is the robotaxi — self-driving cars that people can call like an Uber, as per reports.
These robotaxis are still being worked on, but Tesla is also building something else even crazier, humanoid robots. Nvidia CEO Jensen Huang recently said humanoid robotics could be a "multi-trillion-dollar industry", according to the report by The Motley Fool.
He also said he’s excited about Tesla’s robot project called “Optimus.” That’s a huge deal, because Nvidia is the top company for AI chips, and Huang is considered one of the most powerful voices in tech. So, Tesla might not just be changing the car industry, it could also lead the future of humanoid robots.
Why humanoid robots are a big deal
Some people might think robots that look and move like humans are just science fiction — but it’s actually happening. Tesla is not the only company making these bots. A startup called Figure AI is also doing this, as stated by The Motley Fool.
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Figure AI has some big investors, including Nvidia. Their robots might work in factories or places with a lot of physical work. The idea is: robots plus human workers is equal to more productivity and efficiency.
How optimus could change Tesla
Tesla can use AI and machine learning to teach Optimus how to do jobs that people do now. Optimus could be used on Tesla’s own assembly lines to help build cars. Once it’s trained well, Optimus might be able to do hard parts of car manufacturing on its own. Tesla could then send Optimus robots to all its factories worldwide, working 24/7 without getting tired, as reported by The Motley Fool.
That could mean more cars produced, faster, and possibly cheaper. Tesla could also sell Optimus robots to other companies — not just car factories, but any business with physical labor. These robots might even be used in regular daily settings, not just industrial ones — like maybe homes, stores, or hospitals.
Elon Musk believes Optimus might be worth more than the entire Tesla car business someday. He’s said Optimus could be worth several trillion dollars if it works out.
Tesla stock talk
Tesla’s stock price is up nearly 30% recently. A big reason for this is the robotaxi launch in Texas this week, which excited investors. Many people who believe in Tesla (“bulls”) are super pumped about this move. But some experts say the stock might be going up too fast, too soon, as per the report by The Motley Fool.
It looks like the robotaxi success is already priced into the stock, so future growth might not be as big right now. Tesla stock often goes up because of big exciting stories, not just real business results. That could happen again with Optimus — the robot is exciting, but it's still early, and there’s a lot that needs to go right.
Tesla fans and smart investors should keep watching Tesla’s progress in AI closely. But it might be better to wait and see some real results before buying more Tesla stock.
Tesla’s future might not just be about electric cars. With Elon Musk’s robot dreams and Jensen Huang’s endorsement, humanoid robots like Optimus could play a massive role. If it works, Tesla might lead a new trillion-dollar industry, according to The Motley Fool.
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