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Tesla Taps China’s Robotics for Optimus Robot Production

2/1/2026

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Summary

Story summary

Tesla, Inc. relies on China's advanced robotics supply chain for the Optimus robot, though final assembly occurs in the United States.
Analysts say Tesla began collaborating with Chinese suppliers three years ago to advance research, development, and hardware design.
These suppliers have provided sample components based on Tesla's feedback, forming the "Optimus chain."
The network aims to secure orders that could boost suppliers' sales and visibility.

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Story summary

Tesla, Inc. relies on China's advanced robotics supply chain for the Optimus robot, though final assembly occurs in the United States.
Analysts say Tesla began collaborating with Chinese suppliers three years ago to advance research, development, and hardware design.
These suppliers have provided sample components based on Tesla's feedback, forming the "Optimus chain."
The network aims to secure orders that could boost suppliers' sales and visibility.