SpaceX , and other Musk ventures consume enormous amounts of AI compute. The partnership stretches across autonomous driving, large language models, and robotics. Now Nvidia CEO Jensen Huang is signaling that the biggest opportunity of all may be just ahead, and Tesla is poised to reap the reward. And if he’s right, Tesla’s future could look far larger than its vehicle business alone — and perhaps even larger than SpaceX. Huang’s Comments Are Hard to Ignore In a recent interview, Huang praised Musk as an “extraordinary engineer” and highlighted the work underway across Tesla’s self-driving efforts, xAI’s Grok platform, and Optimus robotics. He notes that “every single one of them are going to be gigantic opportunities.” But it was his comments on humanoid robots that stood out. “I think the Optimus opportunity is right around the corner…And this is the first robot that has the chance to achieve the high volume and technology scale necessary to advance technology. And so I think this is likely to be the next multi-trillion-dollar industry.” Huang said the Optimus opportunity is the first robotic platform capable of transforming entire industries. That’s a notable statement coming from the executive who correctly identified AI acceleration as a once-in-a-generation opportunity years before much of Wall Street caught on. Why Tesla May Have an Advantage Building a humanoid robot is one challenge. Building millions of them is another. That’s where Tesla may have an edge. The company already operates some of the world’s largest manufacturing facilities and has years of experience producing electric vehicles at scale. According to comments from Musk earlier this year, Tesla expects to begin selling Optimus robots to the public as early as 2027, while robots are already performing basic tasks inside Tesla factories today. More advanced capabilities are expected to follow. While competitors such as