Elon Musk Says 80% Of Tesla's Value Lies In Robots While China's UBTech Scores Record Deal, JPMorgan Sees Beijing Firms Leading The Humanoid Boom

Kaustubh Bagalkote

September 04, 2025

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk doubled down on his robotics vision on Tuesday, predicting that the company’s Optimus humanoid robots will eventually represent approximately 80% of Tesla’s total value.

The bold forecast comes as Chinese robotics firm UBTech secured a record-breaking $35 million contract for its Walker S2 humanoid robots--the largest single order for humanoid robots globally.

JPMorgan Identifies Chinese Leaders in Humanoid Race

JPMorgan analysts highlighted the accelerating commercialization of humanoid robotics in a Thursday research note, identifying Chinese companies as primary beneficiaries of the emerging market, according to CNBC. The investment bank maintained overweight ratings on four Chinese firms: UBTech, Sanhua Intelligent, Leader Drive and Hengli Hydraulic.

“2025 has marked a turning point for the humanoid robot industry, as order volumes and contract values have grown sharply,” JPMorgan’s infrastructure team wrote, according to the report, noting the shift from R&D to actual delivery capabilities.

See Also: Sam Altman Warns Of AI Bot Surge On Elon Musk’s X, Revives ‘Dead Internet’ Fears As Feud With xAI Escalates

Tesla’s AI Pivot Amid Declining EV Sales

Musk’s robotics emphasis coincides with Tesla’s struggling vehicle sales. European deliveries plummeted 40.2% in July, while Chinese rival BYD Co. Ltd. (OTC:BYDDY) surged 225% in the same period. Tesla responded with price cuts on its Model 3 Long Range in China and introduced $0 down leases for used vehicles in the U.S.

Investment firm Gerber Kawasaki‘s Ross Gerber questioned Tesla’s robotics strategy, posting on X: “If they won’t buy his cars. Why would they buy a huge robot for their home from him?”

Master Plan IV Prioritizes Robotics Over EVs

Tesla’s newly released Master Plan IV reflects the company’s strategic pivot toward artificial intelligence and robotics, with minimal mention of new vehicle development.

The humanoid robotics market is attracting significant investment, with Musk’s AI company xAI reportedly investing over $40 billion in its Memphis data center to support the Colossus 1 supercomputer training the Grok AI model.

Read Next:

Elon Musk's xAI Hit By CFO Exit, Adding To Wave Of Leadership Departures: Report

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Photo courtesy: Around the World Photos via Shutterstock.com

Recommended

Missed Chatbots? Don't Miss AI Agents - Ad

Warren Buffett's Strangest AI Investment - Ad

Warren Buffett's No.1 AI Stock Not Even on Nasdaq - Ad

The FBI has issued a warning about a sophisticated multi-phase scam known as the "Phantom Hacker."

Bill Ackman Has 70% Of His Portfolio Invested In These 5 Stocks: Here's What Q2 13F Filings Show

Discover how Bill Ackman invested ~70% of his $13.7M portfolio in 5 stocks like UBER & AMZN per Q2 2025 13F filings. Explore top holdings now!

When Alabama Wins, This Nasdaq Brand Wins Too

When Alabama Wins, This Nasdaq Brand Wins Too - Ad

With equity in the brand and athletes pushing viral drops, the University of Alabama is betting on more than just football wins. This company built the tech-and got the team on board.

The 4 rules for cash: How to manage your money the smart way

Let’s talk about cash.

780,000 pressure washers are under recall after some consumers report explosions and impact injuries

NEW YORK (AP) — About 780,000 pressure washers sold at retailers like Home Depot are being recalled across the U.S. and Canada, due to a projectile hazard that has resulted in fractures and other injuries among some consumers.

Keep This Stock on Your Watchlist

Keep This Stock on Your Watchlist - Ad

They're a private company, but the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. They've even reserved their Nasdaq stock ticker.

Nvidia, CrowdStrike, Snowflake, CoreWeave, Polestar Automotive: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks closed higher on Wednesday, with the Dow Jones Industrial Average up 0.3% at 45,565.23.

Bill Ackman Invests $1.27 Billion in Amazon, Adds To Google and More

Bill Ackman has made a hefty investment in Amazon, pouring in more than $1.27 billion within a span of three months.

Built for Gen Z. Backed by a Football Dynasty.

Built for Gen Z. Backed by a Football Dynasty. - Ad

This brand's not Nike-and that's the point. It's fast, tech-driven, and built for viral drops. Now, it has equity backing from one of college sports' most iconic names.

Kevin O'Leary Recalls How Cutting Off His Son's Trust Fund Drove Him To Harvard: 'The Dead Bird Under The Nest Never Learns To Fly'

Kevin O'Leary revealed that cutting off his son's trust fund after high school and insisting on self-reliance motivated him to earn a spot at Harvard, emphasizing that entitlement ruins ambition.

Social Security whistleblower who claims DOGE mishandled Americans' sensitive data resigns from post

WASHINGTON (AP) — A Social Security official who has filed a whistleblower complaint alleging the Department of Government Efficiency officials Americans' sensitive information says he's resigning his post because of actions taken against him since making his complaint.

RFK Jr's FINAL Warning For American Seniors

RFK Jr's FINAL Warning For American Seniors - Ad

For years liberals have called RFK Jr a QUACK... an alarmist... and a conspiracy theorist. But now it appears he was right about a COVID lab leak... He was right about microplastics... And he was right about FDA corruption. Now, he's issued a terrifying new warning that Americans need to hear in 2025. Millions are in the crosshairs... And if you were born before Jan 1st, 1965, this affects you most of all.

How To Earn $500 A Month From HP Stock Ahead Of Q3 Earnings

HP offers an annual dividend yield of 4.29%, or $1.16 a year. So, how can investors capitalize and pocket a regular $500 monthly?

What to know about Cracker Barrel's logo misfire and what could happen next

Like its namesake barrels that transported soda crackers until boxes replaced them, needed to change.

TikTok + Touchdowns = Momentum

TikTok + Touchdowns = Momentum - Ad

NIL deals and social media clout are now driving merch sales into the billions. One Nasdaq disruptor is first to align with a football dynasty and a commerce giant.

Cathie Wood's Raises Wager On Ethereum-Hoarding Bitmine: Ark Buys Stock Of Tom Lee-Backed Company, Dumps Shares Of Sports Betting Giant

Ark Invest, led by Cathie Wood, executed significant trades on Wednesday, focusing on Bitmine Immersion Technologies Inc. (NYSE:BMNR) and DraftKings Inc. (NASDAQ:DKNG).

Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More

NVIDIA, Affirm, IREN, Webull and more retail favorites are set to report Q2 results this week.

How to Hack a $1.3 Trillion Industry

How to Hack a $1.3 Trillion Industry - Ad

Forget concrete. The new foundation for real estate success is digital, and Pacaso leads the way. Led by former Zillow execs, their tech hacks a $1.3T market by letting buyers co-own homes worldwide. They've already earned $110M in gross profits and reserved the Nasdaq ticker PCSO.

Jim Cramer Refuses To Chase Rally—Says 'We Sure Aren't Buying' Unless It's Discounted

Jim Cramer is sitting out the current market rally, citing excessive intervention, overbought conditions as key reasons to remain cautious.

Trump fires Fed Governor Lisa Cook, opening new front in fight for control over central bank

WASHINGTON (AP) — President Donald Trump fired late Monday, a surprise move constituting a sharp escalation in his battle to exert greater control over what has long been considered an institution .

America Tapping into New "AI Energy" Starting Sept 30 at Midnight

America Tapping into New "AI Energy" Starting Sept 30 at Midnight - Ad

It has enough power to fuel our economy for decades... with zero need for foreign oil. A small group of US stocks own the rights to it.

Super Micro Computer (SMCI) Shares Are Sliding Tuesday: What's Going On?

Super Micro Computer shares are trading lower Tuesday. The stock is caught in a downdraft affecting the broader semiconductor and high-growth technology sectors.

China Doesn't Need Nvidia? Futurum CEO Calls That 'Next-Level Nonsense' — Dan Ives Reacts With A Fiery Response

Futurum CEO Daniel Newman and analyst Dan Ives dismissed claims that China no longer needs Nvidia, pointing to the company's new B30A chip, Trump's export deal, and setbacks with Chinese rivals that underscore Nvidia's continued dominance in the market.

Missed Chatbots? Don't Miss AI Agents

Missed Chatbots? Don't Miss AI Agents - Ad

Investors who rode C3.ai and SoundHound saw billions created overnight. The next wave? AI Agents. Acting, transacting, rewarding users, not just talking. $3B processed, 88% margins, launch in Q3 2025.

Trump Administration Appeals 'Illegal' Tariff Ruling To Supreme Court; Asks For Swift Action

President Donald Trump is asking the Supreme Court to quickly accept and rule on his administration's appeal of a Federal Court ruling last week, which deemed most of his tariffs "illegal."

Trump Ends De-Minimis Exemptions To All Countries: How This Will Impact Your Online Shopping

President Donald Trump's executive order, which ends de minimis exemptions, is set to take effect on Friday. This will effectively close the duty-free shipping loophole that allowed small commercial packages worth $800 or less to enter the United States without being subject to taxes or tariffs.

Warren Buffett's Strangest AI Investment

Warren Buffett's Strangest AI Investment - Ad

He's been buying one little-known AI stock poised to boom before Sept 30.

Mark Cuban Once Dubbed Dogecoin 'Real Money,' While Kevin O'Leary Brushed It Off As 'Gambling' — Whose Advice Would Have Netted You More Profit

Mark Cuban and Kevin O’Leary, both prominent panelists on the reality TV show "Shark Tank," have been close friends for a long time, yet their opinions on the meme cryptocurrency Dogecoin (CRYPTO: DOGE) have yet to align.

Asian shares are mixed as reports show improved factory outlook for China

BANGKOK (AP) — Shares were mixed in Asia on Monday, with markets in China gaining after surveys showed a slight improvement in Chinese factory data, suggesting manufacturing is holding up despite higher U.S. tariffs.

Warren Buffett's No.1 AI Stock Not Even on Nasdaq

Warren Buffett's No.1 AI Stock Not Even on Nasdaq - Ad

It's not in the Mag 7. And most people have never heard its name. Yet billionaire Warren Buffett is buying millions of shares.

Salesforce, Rocket Lab, American Eagle, Gitlab And Figma: Why These 5 Stocks Are On Investors' Radars Today

CRM, RKLB, AEO, GTLB, FIG were among the stocks seen trending among investors on Wednesday, Sep. 3, 2025.

Powerball Jackpot Soars To $1.1 Billion After No Winning Tickets, 5th Largest In History

The Powerball jackpot has reached $1.1 billion after no winner in Saturday's drawing, with nine tickets earning $1 million.

When Alabama Wins, This Nasdaq Brand Wins Too

When Alabama Wins, This Nasdaq Brand Wins Too - Ad

With equity in the brand and athletes pushing viral drops, the University of Alabama is betting on more than just football wins. This company built the tech-and got the team on board.

Cyberattack shuts down Nevada state offices and websites, governor's office says

LAS VEGAS (AP) — A cyberattack caused Nevada's state offices to close for two days this week and rendered some state websites and phone lines unavailable, the governor's office said Tuesday.

What's Going On With Boeing Stock Friday

Boeing (BA) and RAAF successfully prove MQ-28 operational effectiveness in autonomous flight trials. Program advances Australia's autonomous airpower development.

Keep This Stock on Your Watchlist

Keep This Stock on Your Watchlist - Ad

They're a private company, but the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. They've even reserved their Nasdaq stock ticker.

Chewy Set For Growth As Analysts Highlight Market Share And Strong Execution

Chewy is forecast to beat Q2 sales guidance with projected revenue of $3.08 billion as analysts highlight its strong position in the online pet market.

Israel launches a satellite to expand its surveillance capability throughout Middle East

JERUSALEM (AP) — Israel has launched a new spy satellite that defense officials described as a strategic cornerstone, saying it will strengthen their surveillance capacity across the Middle East in the years ahead.

Built for Gen Z. Backed by a Football Dynasty.

Built for Gen Z. Backed by a Football Dynasty. - Ad

This brand's not Nike-and that's the point. It's fast, tech-driven, and built for viral drops. Now, it has equity backing from one of college sports' most iconic names.

Carlo Acutis, the saint next door: A teen computer whiz becomes a millennial saint

CHICAGO (AP) — At a Catholic school in Pope Leo XIV’s hometown, fifth graders read comic books about Carlo Acutis' life entitled “Digital Disciple.” They draw pictures of what the teenage Italian computer whiz might have had as his cellphone wallpaper. They discuss the miracles that allegedly occurred thanks to Acutis' intercession.

Trending Now