In the high-stakes world of humanoid robotics, two EV titans — Tesla Inc (NASDAQ:TSLA) and XPeng Inc (NYSE:XPEV) — are competitors transforming this sector.
A CNBC report suggests that Morgan Stanley projects a $5 trillion global market for humanoid robots by 2050. Facts reveal that the race to dominate this new frontier is shaping up to be less “Fast & Furious,” more “Iron Man” vs. “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.” It stands at 5’8″, powered by Tesla’s Full Self-Driving (FSD) technology and integrates seamlessly with the company’s vertically aligned AI and hardware ecosystem.
Optimus is expected to begin mass production this year, pending a little red tape from China. Rare earth export restrictions have thrown a wrench into Musk’s plans, with the Chinese government scrutinizing the use of rare earth magnets amid geopolitical tensions. Musk insists the bots aren’t weapons, but regulators still want assurances. That delay could slow down the thousands of Optimus units Tesla aims to build this year.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — this is your last chance to become an investor for $0.80 per share.
Iron: XPeng Blending Mobility & Robotics In China
Enter XPeng’s Iron, a new contender fresh off its Shanghai Auto Show flex. Iron isn’t just hype — it’s already working the production lines at XPeng, assembling EVs with precision. Standing at the same height as Optimus but packing more digital muscle — 3,000 TOPS of processing power, to be exact.
XPeng is literally putting Iron to work while Tesla navigates diplomatic speed bumps.
XPeng’s edge lies in real-world deployment. Iron draws on the same AI that powers XPeng’s autonomous vehicles, creating an end-to-end smart ecosystem that blends mobility and robotics. Its proprietary “Turing AI chip” and “Tianji AIOS” power everything from spatial awareness to voice interaction. With 60 joints and 200 degrees of freedom, Iron walks and works with a fluidity that’s caught the industry’s eye.
See Also: Donald Trump just announced a $500 billion AI infrastructure deal — here’s how you can invest in the entertainment market’s next big disruptor at $2.25 per share.
62.7M Jobs & A Trillion-Dollar Tech Transformation
Morgan Stanley calls Tesla a top potential winner due to its full-stack integration, but XPeng’s Iron is proving it can punch above its weight. Both companies are chasing a future where humanoids take over not just factories but households and retail spaces. With projections of 62.7 million jobs replaced by robots by 2050 and a billion bots in use, this isn’t science fiction — it’s a trillion-dollar tech transformation.
So, who will build the next “Tony Stark” suit? Tesla may have the brand and brain trust, but XPeng is putting boots — or at least, metal feet — on the ground first.
Read Next:
-
Invest Where It Hurts — And Help Millions Heal: Invest in Cytonics and help disrupt a $390B Big Pharma stronghold.
-
Inspired by Uber and Airbnb – Deloitte’s fastest-growing software company is transforming 7 billion smartphones into income-generating assets – with $1,000 you can invest at just $0.30/share!
Photos: Shutterstock
Send To MSN: Send to MSN
“ACTIVE INVESTORS’ SECRET WEAPON” Supercharge Your Stock Market Game with the #1 “news & everything else” trading tool: Benzinga Pro – Click here to start Your 14-Day Trial Now!
Get the latest stock analysis from Benzinga?
This article Tesla’s Optimus Vs. XPeng’s Iron: The $5 Trillion ‘Iron Man’ Showdown originally appeared on Benzinga.com
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
