马斯克近日在一次游戏直播时曾称，未来几周内，可能会更新Optimus，其进展顺利，团队表现出色。此外，马斯克还表示，大约到2025年第二季度， FSD 将比人类驾驶员更安全。Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
The humanoid robot field is seeing bullish developments again, as Musk hinted that updates to Optimus may come in the next few weeks, and predicted that production will increase tenfold each year over the next two years.
On January 8 local time, Musk stated in a recent conference call interview that if everything goes smoothly, our production of humanoid robots will increase tenfold by 2026, so our goal is to produce between 0.05 million to 0.1 million humanoid robots next year, and then increase that tenfold again the following year.
Recently, during a game live streaming event, Musk stated that there may be updates to Optimus in the coming weeks, and that progress is going well, with the team performing excellently. Furthermore, Musk mentioned that by about the second quarter of 2025, FSD will be safer than human drivers.
This news sparked a market reaction, with A-share robot concept stocks moving in the afternoon, Zhejiang XCC Group hitting the daily limit, Suzhou Medical System Technology previously closing its board, and Paslin digital technology co., ltd., Greatoo Intelligent Equipment Inc., Taier Heavy Industry, and Shanghai STEP Electric Corporation all surging.
Musk stated at the Tesla Shareholder meeting in June 2024 that Optimus would undergo a "major Hardware overhaul" from late 2024 to early 2025 and that it would enter limited production in 2025, with over 1,000 Optimus robots possibly trial running in factories at that time.
At the CES 2025, major manufacturers intensively released humanoid robot products, and NVIDIA's founder Jensen Huang stated that the era of humanoid robots is about to arrive.
