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Milk Road AI

@MilkRoadAI

Jensen Huang is the person who supplies chips to every serious AI company on earth and when he publicly endorses someone, the entire industry listens (Save this). Jensen said that Elon Musk is an extraordinary engineer, that the two of them have already built some amazing computers together and will build many more, and that every single one of the businesses Elon is running Grok, self-driving, Optimus is world class, revolutionary, and going to be a gigantic opportunity. The three businesses he named each represent a distinct multi-trillion dollar bet that happens to be operated by the same founder. Grok and xAI are the AI model layer, the product that runs on the Colossus and Macro Hard compute infrastructure, competes directly with GPT-4o and Claude, and is embedded across the X platform with 500 million monthly active users as a captive distribution channel. Nvidia invested directly in xAI at a $230 billion valuation in January 2026 and supplies more than 150,000 H100 and H200 GPUs powering Colossus today, which means Jensen has had a front-row seat to how that business is actually being run. Tesla FSD is the self-driving business, which Jensen has previously called a multi-trillion dollar opportunity as autonomous vehicles reach global scale and which Nvidia knows intimately because they supply the training compute that powers FSD's improvement loop. But the place where Jensen spent the most time in the video, and where his conviction was Optimus. He said the Optimus opportunity is just around the corner, that humanoid robots are approaching a point where they can be deployed relatively easily at scale, and that Tesla's robot is the first in the world with a genuine chance to achieve the high volume and technology scale necessary to make the category real at a global level. He called it the next multi-trillion dollar industry. Boston Dynamics has been building impressive robots for over 20 years and has never achieved anything approaching mass production. The Chinese humanoid companies are moving fast but are still wrestling with cost structure, Figure and 1X are well-funded but years away from the deployment numbers that would constitute a real market. Tesla's specific advantage is that it already operates one of the best manufacturing organizations on earth, has a proven track record of scaling hardware from prototype to millions of units per year, and has a physical AI training pipeline built on billions of miles of real-world FSD driving data, a learning foundation that no humanoid startup can replicate from scratch. Elon's production target is 100,000 Optimus units by end of 2026, scaling toward a third production line capable of 100,000 units per month, with external customer deliveries beginning later this year. Morgan Stanley estimates the humanoid market could reach $5 trillion by 2050, and Elon's own projection is north of $10 trillion in long-term revenue from Optimus alone.

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