Tesla and the robotics challenge: a dependence on China?

To achieve its goal of producing a million Optimus robots a year, Tesla needs a huge amount of critical materials and solid supply chain cooperation. The majority of this "Optimus Chain" is located in China, which underscores Tesla's future dependence on U.S.-China trade relations.

This dependence raises questions about the resilience of Tesla's strategy, especially in an ever-changing geopolitical context. Any trade restrictions or tariffs could significantly impact Tesla's ability to achieve its production goals in the robotics sector. Diversifying the supply chain could become a strategic priority to mitigate these risks.

For those evaluating on-premise deployments, there are trade-offs that AI-RADAR analyzes in detail at /llm-onpremise.