Tesla Unveils Optimus 3, Shifts Focus to AI and Robotics

Tesla has made significant strides in its humanoid robot development, unveiling the latest iteration of its Optimus robot through its newly launched official microblog, "TeslaAI." On September 7, the company posted the first images of the Optimus 3, showcasing a highly detailed biomimetic hand design that marks a notable improvement over its predecessors. The robot, adorned with the Tesla logo and featuring a light gold and black color scheme, aligns with previous leaks of the Optimus 3 design.

The microblog post, captioned "I have been working hard to improve my physique," highlights Tesla's commitment to advancing its humanoid robot technology. CEO Elon Musk has indicated that the third iteration of Optimus is expected to be released by the end of this year, with plans to begin mass production in 2026 and achieve an annual output of 1 million units within five years. This ambitious timeline underscores Tesla's strategic shift towards AI and robotics, as outlined in its recently released "Master Plan Part IV."

The "Master Plan Part IV" signals a significant strategic pivot for Tesla, moving from a focus on electric vehicles and energy to a broader emphasis on AI and robotics. The plan highlights Tesla's technological advancements over the past two decades, including the development of electric vehicles, energy products, and biomimetic robots. With the increasing influence of AI, Tesla aims to integrate AI into real-world products and services, creating a sustainable and prosperous future. Musk has emphasized that autonomous driving and the Optimus robot will be the company's top priorities, with the Optimus robot potentially contributing up to 80% of Tesla's future value.

Tesla's AI5 chip, designed using TSMC's N3P process, is set to begin production this year and will be integrated into the Optimus robot by December. This development further solidifies Tesla's position in the AI and robotics sectors, demonstrating the company's commitment to innovation and technological advancement. The unveiling of the Optimus 3 and the strategic shift towards AI and robotics mark a pivotal moment for Tesla, positioning the company at the forefront of the rapidly evolving AI and robotics landscape.