ヒュンダイがCES 2026でAtlas人型ロボットを公開してから2カ月、同社株価は人型ロボット市場（2050年までに5兆ドル規模と予測）でのテスラOptimusとの競争が激化する中で80%急騰した。Atlasは2028年から重工業を対象とする一方、テスラは手頃な家庭利用を目指す。
ラスベガスでの2026年1月CESデモンストレーションに続き—Boston DynamicsのAtlasが先進的な自己復帰動作、流動的な動き、精密制御を披露した—ヒュンダイの株価は80%急騰し、人型ロボット分野への取り組みに対する投資家の熱狂を示した。 Hyundaiの株価急騰は投資家の人型ロボット推進への熱意を示すものだ。
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Tesla has announced plans to end production of its Model S and X vehicles at the Fremont, California, factory to repurpose it for manufacturing Optimus humanoid robots. This move, revealed during the company's fourth-quarter earnings call, signals a deeper commitment to artificial intelligence and robotics. Initial production of Optimus is expected to begin by the end of the year.
Kia America Inc., part of Hyundai Motor Group, will introduce Boston Dynamics' Atlas humanoid robots at its Georgia manufacturing facility starting in 2029. This follows the CES 2026 unveiling and Hyundai's planned 2028 rollout at the nearby Metaplant in Savannah. Kia aims to expand the robots—rivals to Tesla's Optimus—to other global factories, starting with simple manufacturing tasks. Separately, Kia is developing software-defined vehicles with Level 2 autonomy by around 2027.
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Following Elon Musk's announcement of Optimus sales by 2027, Tesla's humanoid robot has started an apprenticeship at its Austin factory, learning complex tasks from camera-equipped trainers amid CES 2026 robotics advances. Deployment in factories is targeted by end-2026.
An article published by The Motley Fool highlights Tesla's potential to tap into a $3 trillion robotics market opportunity through its Optimus robot. The piece focuses on how Optimus could dominate the sector by 2026. It notes that Tesla possesses certain robotics advantages that the company is currently utilizing.
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Tesla's future in 2025 and beyond depends on breakthroughs in robotaxis, humanoid robots, and energy storage, according to analysts. While optimists see the company evolving into an AI powerhouse, pessimists highlight execution risks and market pressures. A recent analysis outlines these diverging paths.