Tesla is expected to receive a large order of 10,000 Optimus3+ humanoid robots, and has signed a letter of intent with PharmAGRI
Recently, the global technology and automobile giant Tesla has once again become the focus of the industry. According to multiple sources, Tesla's humanoid robot Optimus3+ is expected to receive orders from agricultural technology company PharmAGRI, and the two parties have signed a letter of intent to cooperate. If this cooperation is finally implemented, it will become one of the largest commercial orders in the field of humanoid robots, marking a key step in Tesla's commercialization process in the fields of artificial intelligence and robots.
Cooperation background and details
PharmAGRI is an innovative enterprise focusing on agricultural automation and intelligence, covering precision agriculture, unmanned farms and agricultural robot research and development. The cooperation letter clearly mentioned that PharmAGRI plans to purchase 10,000 Tesla Optimus3+ humanoid robots for crop monitoring, picking and logistics handling tasks in agricultural scenarios. The following are the key data of cooperation between the two parties:
| Partners | Order Scale | Application areas | Estimated delivery time |
|---|---|---|---|
| Tesla (Optimus3+) | 10,000 units | Agricultural automation | Delivery in batches from Q1 2025 |
The technical highlights of Optimus3+
Tesla Optimus3+ is the third-generation upgrade version of the Optimus series, and its performance has been significantly improved compared with previous generations. According to data disclosed by Tesla, Optimus3+ has achieved breakthroughs in motion control, environment perception and task execution efficiency:
| Technical Indicators | Optimus2 | Optimus3+ | Increase |
|---|---|---|---|
| Walking speed | 5 km/h | 8 km/h | 60% |
| Single charge battery life | 12 hours | 20 hours | 66.7% |
| Weight-bearing ability | 20 kg | 35 kg | 75% |
| AI computing power | 10 TOPS | 50 TOPS | 400% |
Industry impact and market reaction
The announcement of this cooperation intention quickly attracted widespread attention from the capital market and the technology industry. Analysts believe that if Tesla successfully delivers orders of 10,000 Optimus3+, it will significantly promote humanoid robots to be used in large-scale commercial use. The following are the stock price changes of related companies in the past week:
| company | Stock price changes (next 5 days) | Market value impact |
|---|---|---|
| Tesla (TSLA) | +12.3% | Add about $80 billion |
| PharmAGRI (Private Enterprise) | Not disclosed | Valuation expectations increased by 30% |
| Competitor A (Robot field) | -5.2% | Market value shrank by about $1.5 billion |
Future Outlook
Industry insiders pointed out that agricultural automation is one of the most promising implementation scenarios for humanoid robots. According to the forecast of the International Federation of Robots (IFR), by 2030, the global agricultural robot market size is expected to exceed US$20 billion, with an average annual compound growth rate of 25%. Tesla's collaboration with PharmAGRI could be a catalyst for this trend.
However, some experts also remind that large-scale deployment of humanoid robots still faces challenges in technical reliability and cost control. Tesla needs to complete the mass production capacity building of Optimus3+ by 2025 and ensure its stability in actual agricultural scenarios. If successful, this will become a key fulcrum for Tesla to leverage another trillion-dollar market after electric vehicles.
At present, neither Tesla nor PharmAGRI disclosed the specific amount of the order to the public, but according to people familiar with the matter, the price of a single Optimus 3+ may be between 20,000 and 30,000 US dollars, which means the total value of the order may reach 2 billion to 3 billion US dollars. The two sides are expected to sign a final agreement by the end of 2024.
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