Dua bulan setelah Hyundai memperkenalkan robot humanoid Atlas di CES 2026, saham perusahaan melonjak 80 persen di tengah persaingan yang semakin sengit dengan Optimus milik Tesla di pasar robotika humanoid, yang diproyeksikan mencapai $5 triliun pada 2050. Sementara Atlas menargetkan industri berat mulai 2028, Tesla mengincar penggunaan rumah tangga yang terjangkau.
Setelah demonstrasi CES Januari 2026 di Las Vegas—di mana Atlas milik Boston Dynamics menampilkan kemampuan self-righting canggih, gerakan lancar, dan kontrol presisi—saham Hyundai melonjak 80 persen, menandakan antusiasme investor terhadap dorongan robotika humanoidnya. Building on initial plans for factory deployment at the Georgia Metaplant America by 2028, Hyundai is committing $6.3 billion in South Korea, including a dedicated robot manufacturing plant and an AI data hub equipped with 50,000 Nvidia GPUs to support complex assembly tasks by 2030. This escalates rivalry with Tesla's Optimus, which prioritizes affordability ($20,000-$30,000 price) for household and light logistics tasks like cleaning and sorting. At 1.73 meters tall with an 8-hour battery and 20 kg carry capacity, Optimus contrasts Atlas's industrial strength (50 kg lift, 56 degrees of freedom). Leveraging automotive expertise in batteries, motors, sensors, and AI, Hyundai's heavy-industry strategy challenges Tesla's mass-consumer approach, reshaping the sector's future.
