Tesla announced on January 28, 2026, that it will stop making the Model S and Model X and convert that production space at its Fremont, California, factory into a dedicated line for Optimus humanoid robots.

Chinese EV makers, including BYD and XPENG, are racing Tesla to commercialize humanoid robots, betting that physical AI will become the next big market.

New construction near Tesla's Austin-area factory offers a closer look at plans for future Optimus robot production. Apptronik and other companies are also expanding robotics development in the area.

The stock market has spent most of the past two years rewarding companies tied to artificial intelligence. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the world’s most valuable business because it supplies the chips powering the AI revolution.

From Tesla sales surging in China to BYD and Chery charting their overseas growth, here are seven EV stories you may have missed.

According to a Reuters report, CEO He Xiaopeng will take over leadership of XPeng's robotics division immediately as the company moves toward starting mass production of its humanoid robots by the end of the year.

Humanoid robotics moved from concept videos to factory floors over the past 18 months, and three ETFs now offer materially different ways to play it: Themes Humanoid Robotics ETF (NASDAQ:BOTT), ROBO Global Robotics and Automation Index ETF (NYSEARCA:ROBO),

Tesla CEO Elon Musk believes the Optimus robot will become the company's most important product. Optimus is a bipedal, autonomous humanoid robot designed for various tasks, from factory work to household duties. Tesla plans to convert part of its Fremont ...

"Isn't that, like, misleading?" The post Google DeepMind Partner Posts Video of Fake Humanoid Robot appeared first on Futurism.

After years of competing with Tesla in electric vehicles and self-driving technology, Chinese manufacturers are targeting humanoid robots Chinese electric vehicle (EV) makers are opening a new front in their battle with Tesla: humanoid robots.

With the SpaceX IPO approaching, Nvidia, Tesla and China accelerate the global race to build physical AI and shape the next generation of industrial robotics.