<div id="readability-page-1"><div><div><p><strong>Tesla Inc.</strong> <span>TSLA</span> CEO <strong>Elon Musk </strong>doubled down on his robotics vision on Tuesday, predicting that the company’s Optimus humanoid robots will eventually represent approximately 80% of Tesla’s total value.</p><p>The bold forecast comes as Chinese robotics firm <strong>UBTech</strong> secured a record-breaking $35 million contract for its Walker S2 humanoid robots—the largest single order for humanoid robots globally.</p><h2 id="jpmorgan-identifies-chinese-leaders-in-humanoid-ra">JPMorgan Identifies Chinese Leaders in Humanoid Race</h2><p>JPMorgan analysts highlighted the accelerating commercialization of humanoid robotics in a Thursday research note, identifying Chinese companies as primary beneficiaries of the emerging market, according to CNBC. The investment bank maintained overweight ratings on four Chinese firms: UBTech, <strong>Sanhua Intelligent</strong>,<strong> Leader Drive</strong> and <strong>Hengli Hydraulic</strong>.</p><p>“2025 has marked a turning point for the humanoid robot industry, as order volumes and contract values have grown sharply,” JPMorgan’s infrastructure team wrote, according to the report, noting the shift from R&amp;D to actual delivery capabilities.</p><h2 id="teslas-ai-pivot-amid-declining-ev-sales">Tesla’s AI Pivot Amid Declining EV Sales</h2><p>Musk’s robotics emphasis coincides with Tesla’s struggling vehicle sales. European deliveries plummeted 40.2% in July, while Chinese rival <strong>BYD Co. Ltd.</strong> <span>BYDDY</span> surged 225% in the same period. Tesla responded with price cuts on its Model 3 Long Range in China and introduced $0 down leases for used vehicles in the U.S.</p><p>Investment firm <strong>Gerber Kawasaki</strong>‘s <strong>Ross Gerber</strong> questioned Tesla’s robotics strategy, posting on X: “If they won’t buy his cars. Why would they buy a huge robot for their home from him?”</p><h2 id="master-plan-iv-prioritizes-robotics-over-evs">Master Plan IV Prioritizes Robotics Over EVs</h2><p>Tesla’s newly released Master Plan IV reflects the company’s strategic pivot toward artificial intelligence and robotics, with minimal mention of new vehicle development. </p><p>The humanoid robotics market is attracting significant investment, with Musk’s AI company xAI reportedly investing over $40 billion in its Memphis data center to support the Colossus 1 supercomputer training the Grok AI model.</p><ul> <li><strong>Elon Musk's xAI Hit By CFO Exit, Adding To Wave Of Leadership Departures: Report</strong></li> </ul><p><em>Photo courtesy: Around the World Photos via Shutterstock.com</em></p></div></div></div>

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<p>Tesla CEO Elon Musk predicts that the company's Optimus humanoid robots will account for 80% of its value. This comes as Chinese firm UBTech secures a $35 million contract for humanoid robots, marking a significant milestone in the industry. JPMorgan identifies Chinese companies as key players in the humanoid robotics market, noting a shift from R&D to delivery capabilities. Tesla's focus on robotics coincides with declining EV sales, prompting strategic changes in its Master Plan IV, emphasizing AI and robotics over new vehicle development.</p>

- Tesla CEO Elon Musk predicts that the company's Optimus humanoid robots will account for about 80% of its total value, coinciding with a record $35 million contract secured by Chinese firm UBTech for humanoid robots.  
- JPMorgan analysts noted a significant shift in the humanoid robotics industry, highlighting Chinese companies as key beneficiaries and maintaining positive ratings on several firms amid increasing order volumes.  
- Tesla's focus on robotics comes as it faces declining vehicle sales, prompting strategic changes reflected in its Master Plan IV, which emphasizes artificial intelligence and robotics over new vehicle development.  

Benzinga

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Elon Musk Says 80% Of Tesla's Value Lies In Robots While China's UBTech Scores Record Deal, JPMorgan Sees Beijing Firms Leading The Humanoid Boom