It is learned that on May 15, Tesla (TSLA) officially released two videos of Optimus humanoid robots “dancing”.
Optimus, a humanoid robot, can dance
According to reports, Optimus is a humanoid robot developed by Tesla, with the same design as the car. By optimizing the “simulation to reality” training code and completing the training through reinforcement learning, more capabilities can be unlocked.
In addition, the Optimus pilot production line is located in the Fremont factory, which is the starting point of many Tesla projects. The company hopes to expand the deployment of Optimus robots to more of its factories by the end of the year.
Musk predicted at the Saudi-US Investment Forum in Riyadh that the number of humanoid robots will eventually reach tens of billions. Musk said: “I think everyone will want to have their own robot. You can think of it as R2-D2 (the robot in the Star Wars series of movies).”
The emerging blue ocean is about to explode
In recent years, the development of artificial intelligence has been unstoppable. In the next few years, humanoid robots may enter the home and the price will be more affordable. In this regard, the agency believes that the entry of humanoid robots into industrial scenarios has become a relatively certain application trend. The commercialization of humanoid robots can be expected, and companies in the industrial chain will usher in long-term development opportunities.
On the one hand, from the perspective of the industrial chain, the advancement of AI technology is the core driving force for the development of the humanoid robot industry. As a combination of AI, sensors and actuators, humanoid robots represent the development trend of future technology, and have huge potential markets and technological spillover effects. They are even regarded as a greater opportunity after smartphones and new energy, and the next “key area” of the AI industry.
On the other hand, with the accelerated drive of AI big models and the active promotion of research and development by technology companies, the “first year of mass production” of robots + AI has kicked off, and the market size of humanoid robots has accelerated. It is expected that the market size of embodied intelligence will continue to grow in the next five years, and is expected to exceed one trillion in 2026.
It is worth mentioning that in 2025, while Tesla, Nvidia, Microsoft and others have made big moves, Amazon CEO Bezos has promised to invest $100 million in Figure AI through his investment company. In addition, 1X Technologies has received $23.5 million in financing led by OpenAI Venture Fund to develop AI models for robots.
WiMi accelerates the exploration of scene applications
As a hot industry at present, humanoid robots have broad development prospects and have become a track for various companies to compete for layout. Public information shows that robot concept stock Wimi Hologram Cloud Inc (WIMI) has actively taken the lead in planning an innovative industrial system, accelerating the integration of artificial intelligence into the robot industry as one of the two leading industries with priority development, and striving to create an innovation highland for the robot industry and promote the development of the humanoid robot industry.
At present, WiMi combines AI large models with embodied intelligence technology to build a multimodal interaction system of vision, language and action to enhance the robot’s perception, reasoning and execution capabilities. In addition, WiMi focuses on playing a role in the fields of efficient resource integration and precise project docking, joint research and transformation of industry, academia and research, and at the same time, it strives to promote technical capacity building and international exchanges and cooperation, provide strategic and forward-looking guidance for industrial development, and seize the market of hundreds of billions.
Conclusion
It must be said that behind the humanoid robot on the track and into the factory is the multi-path testing of the industry, and with more and more cross-border giants entering the humanoid robot track, relying on their own existing technical accumulation and rich scene advantages, actively expanding the application of humanoid robots in factories and home scenes, the market pays attention to the synergy and transferability of its existing technical accumulation and resource endowment with the development of humanoid robots, and the related supply chain also breeds investment opportunities.
