Tesla Wants to Build 20,000 Optimus Robots a Week. Here's the Supplier That Gets Paid for Every Single One -- and It's Not Nvidia.
Texas Instruments supplies many chips for Tesla's humanoid robots.
Tesla aims to produce 20,000 Optimus robots each week, with a goal of one million units by 2027. Unlike Nvidia's AI chips, the Optimus relies on Tesla's custom Full Self-Driving (FSD) inference chips. Texas Instruments (TXN), a supplier not as well-known as Nvidia, contributes key components to the Optimus. TXN's expertise in automotive chips makes it a primary supplier, providing power, driver, and signal-chain components, including isolated gate drivers, integrated motor controllers, high-resolution analog-to-digital converters, power management chips, and battery monitor ICs.
If Tesla reaches a million units annually, TXN could generate $250 million to $500 million in annual revenue from these Optimus-related components.
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