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hey everyone Nvidia stock investors got some great news from Tesla as the company updated its plans for artificial intelligence so I wanted to share with you what this latest news could mean for both Nvidia and Tesla Tesla in its latest quarterly conference call said that while others are pursuing different parts of the artificial intelligence robotic stack we're pursuing all of them this allows for better cost control more scale quicker time to Market and a superior product applying not to not just to autonomous vehicle but to autonomous humanoid robots like Optimus and so what this means for NVIDIA and Tesla is that Tesla is not taking an incremental approach here they want to go after the entire AI robotics stack and that's going to require a larger investment in capabilities and that means a larger investment in data centers and artificial intelligence data centers and of course those are supported by Nvidia gpus and so that's great news for NVIDIA certainly undoubtedly great news for NVIDIA while for Tesla it remains a big question mark because it's not certain yet if these Investments are going to deliver good returns for shareholders Tesla is investing billions and billions and they'll invest billions more before these products will provide meaningful revenue and profit for the company so for Tesla these Investments are more of a risk whereas for NVIDIA it's a no-brainer positive great news for Nvidia stock investors so one of the things Tesla is doing is to make sure that people understand the capabilities of its car when delivering a new car and when picking up a car for service to show people how to use full self-driving just to drive people around the block and show them what the full self-driving or or full self-driving supervised can provide and Tesla is convinced that if they show people how good it works that people will buy it and that's a reasonable assumption to make if you show people a product and you have a Salesman sitting next to a person selling the product then it's going to drive sales it's going to drive sales now the question becomes is the added cost of having a person do this every time somebody comes to pick up a car or every time someone comes for service having to do this is going to add labor right you have to have manpower to support this and the question becomes will enough people buy after having this demonstration to justify that increase in expense so that's the question and when Elon Musk was asked about this uh about the adoption rates of full self-driving he kind of dodged that question and said don't think about that too much I don't like to give you precise numbers and actually give you data I just just like to say things like great and incredible and massive and Elon Musk likes to talk in those terms does not like to talk in specifics and details and actual tangible results so investors in Tesla will want to see tangible results here from the company in increasing rates of adoption for full self-driving once people get this demonstration also investors will want to look out for complaints from customers that would probably be annoyed sometimes if you're just going to pick up your car and now you have to sit through this this sales pitch essentially when you didn't want this sales pitch and that's going to annoy some customers and that's something to keep an eye out for as well still Tesla is making great progress on driverless car technology and they're trying to increase the miles between intervention and a lot of times folks sitting in the Tesla even with the driverless car technology they have to be alert they have to be alerted they have to demonstrate that they're still alert at the wheel and this makes it less than full self-driving right it's not full self-driving just yet that's why Tesla was forced to include supervised whenever they talk about full self-driving so that folks are not um led to believe that it is actually full self-driving it is super vised full self-driving and they're trying to make that transition from supervised to actual full self-driving and they feel like if they can do that that will unlock massive potential in the fleet now again this is a case where it's absolutely great news for Nvidia stock investors because this requires a great deal of computing power that needs accelerated Computing where Nvidia specialized whether or not this is going to be positive for Tesla again is a big question mark this Market this opportunity I know Tesla and Tesla stock investors like to talk about it as if it's some massive opportunity for Tesla but that remains to be seen how many people actually want this self-driving capability how many people will actually pay for this how much will they pay what will competition look like what will the industry look like those are all big question marks that are not Nob brainers this isn't a no-brainer conclusion where Tesla's investing tens of billions of dollars in this capability it's not an foregone conclusion that it will benefit from these Investments that's not a foregone conclusion and so that remains a question mark for Tesla but again it's undoubtedly great news for NVIDIA and Nvidia stock investors also if you weren't already aware Tesla promised that it was going to unveil the robo taxi in early August but surprise surprise they delayed it to October 10th now if you were surprised by Tesla making a promise and delaying it and extending it you might have been born yesterday because Tesla has grown a habit of doing this to its investors shareholders where they promise something and then they delay it and extend it and then when they actually deliver it it's a fraction of what they initially promised they promis a $25,000 car and then they backtrack that statement and then when it's coming time to actually deliver it's not as they promised right so it's it's a little bit less than it's always less than it's always delayed and this is what Tesla has grown accustomed to doing so so Tesla is nearing completion of a South expansion of its gigafactory in Texas which will house their largest training cluster to date it will add an incremental 50,000 h100s and h100s are the product that Nvidia sells and so again great news for Nvidia stock investors which will now have greater sales to Tesla as it opens up the capacity to accept a greater amount of these Nvidia chips now Tesla also saying that the Optimus is already the Optimus robot is already performing task in our Factory and they expect to have Optimus production version one and limited production starting early next year and again I'll remind investors in Tesla stock when Tesla says they're going to have something starting early next year I would reasonably push back that deadline because Tesla's grown a habit of over promising and under delivering so if they say starting early next year I would move that back to maybe late next year or maybe early 2026 instead of 2025 now Tesla saying that this will be for Tesla consumption and they expect to have several thousand Optimus robots produced and doing useful things by the end of next year at Tesla factories and then in 2026 ramping up production quite a bit again so when they say 2026 I want investors in Tesla stock to think this is more likely 2027 or 2028 maybe 2029 right because Tesla's not been good at forecasting or giving reasonable forecasts and when they miss on their forecast it's usually it has been over promising or suggesting that something's going to happen sooner or something's going to be better and then it comes out being worse and it comes out being being much later so they're not in the habit of under promising and overd delivering they rarely exceed expectations from their promises they usually fall behind they usually fall short and so investors to be prudent have to take that into account that this management team is in the habit of doing this so you have to adjust accordingly so they're saying that they're going to provide Optimus robot to outside customers and then that will be production version to of the Optimus robot when they actually get this out and in production so overall great news for Nvidia stock investors from the latest developments at Tesla but still a question mark for Tesla in terms of will these billions of dollars in Investments give shareholders a good return
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