Nvidia CEO Jensen Huang Thinks Tesla Has a Multitrillion-Dollar Artificial Intelligence (AI) Opportunity Up Its Sleeve (Hint: It's Not Robotaxi)

Tesla has several ambitions rooted in in artificial intelligence (AI) to grow beyond the core car business.

Jun 25, 2025 - 12:18
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Nvidia CEO Jensen Huang Thinks Tesla Has a Multitrillion-Dollar Artificial Intelligence (AI) Opportunity Up Its Sleeve (Hint: It's Not Robotaxi)

Tesla's (NASDAQ: TSLA) quest to revolutionize the automobile industry is not limited to mass-producing electric vehicles (EV). While cars represent Tesla's primary product today, the company has a vision to become an artificial intelligence (AI) empire.

The most direct way that Tesla is deploying AI is through the introduction of autonomous vehicles. Tesla is seeking to create a fleet of self-driving cars, known as the robotaxi, that can be hailed by consumers -- similar to applications such as Uber or Lyft. While this is an exciting initiative, Tesla has another AI project that receives little attention: humanoid robotics.

Recently, Nvidia CEO Jensen Huang proclaimed that humanoid robotics could be a "multitrillion-dollar industry." Furthermore, Huang specifically referenced the Tesla Optimus as one of the leading robotics businesses that excites him.

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