Robotics Tesla's Optimus falls behind as rivals ship robots
Tesla once promised 10,000 Optimus robots a year; rivals are now shipping humanoids into real factories while bettors give Optimus a 2026 public launch a 14% chance.
New robots, new capabilities. Tracking what's coming for the workforce.
Robotics Tesla once promised 10,000 Optimus robots a year; rivals are now shipping humanoids into real factories while bettors give Optimus a 2026 public launch a 14% chance.
Robotics Morgan Stanley raised its 2026 China humanoid shipment forecast to 50,000 units, its third upgrade in six months — but the number tracks production, not proven demand.