Tesla and XPeng are leading the $5T humanoid robot race with Optimus and Iron, respectively. XPeng’s Iron is already on factory floors, while Tesla’s Optimus faces China-related supply delays.

“Iron Man.” Optimus: Tesla’s FSD Tech-Powered Humanoid Tesla’s Optimus is the better-known name, touted by Elon Musk as a full-stack humanoid built to tackle “mundane, repetitive, or dangerous tasks.” ...

Tesla Inc.'s TSLA plans to ramp up production of its humanoid robot Optimus are facing significant roadblocks due to supply chain constraints and China's new export restrictions on rare earth ...

President Donald Trump’s punitive tariffs provoked Beijing into demonstrating one of its key points of leverage.

“Tesla’s mass-production plan for Optimus is likely to be put on hold,” said Xu Xuecheng, lead scientist of the Zhejiang Humanoid Robot Innovation Centre in Ningbo. Many core components of ...

Tesla’s production of Optimus, a robot that promises to take over household chores, has been disrupted by China’s curbs on rare earth exports, introduced by Beijing earlier this month in an ...

Elon Musk has said Optimus production faces challenges over China's rare-earth export restrictions. The Tesla CEO said China wanted assurance that the parts wouldn't be used for "military purposes." ...

These so-called permanent magnets are also generally crucial in the production of electric vehicles, but Musk said Tesla, “on the whole,” does not need them. He said the design of Optimus ...

April 23 (Reuters) - Tesla (TSLA.O), opens new tab CEO Elon Musk said on Tuesday that the production of its Optimus humanoid robots had been affected by China's export restrictions of rare earth ...

Tesla CEO Elon Musk says China's new trade restrictions on rare earth magnets have affected the production of the company's Optimus humanoid robots, which rely on the exports. Speaking on a ...