00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Tesla is well-positioned to scale production of its Optimus humanoid robot by drawing on
00:08its electric vehicle manufacturing experience, AI expertise, and established supplier network,
00:14according to a CounterPoint research report published Wednesday.
00:17Associate Director Ethan C. said Tesla has built a strong supply chain for Optimus 5.3.
00:21The company's AI-5 platform delivers more than 2,000 tops of computing power
00:26and supports a vision-based architecture for the robot.
00:29Manufacturing costs for Optimus 5.3 is expected to exceed $60,000 per unit in the second half of 2026,
00:36when production stays below 10,000 units.
00:39CounterPoint said Optimus could reach the 100,000-unit milestone faster than Tesla's early EV programs,
00:45potentially generating billions in revenue for supply chain partners.
00:48Tesla shares were down 1.36% at $391.29 during pre-market trading, according to Benzinga Prodata.
00:58For all things money, visit Benzinga.com.
Comments