Morgan Stanley analysts have estimated that the humanoid robot market could offer a $5 trillion opportunity by the middle of the century. This massive opportunity could be tapped by Tesla, thanks to its Optimus humanoid robot.

The analysts, however, noted that the humanoid robots will likely be mostly used in industrial and commercial deployments.

The Estimates

Estimates from Morgan Stanley analysts point to humanoid robots hitting $5 trillion in global revenue by 2050. This, the analysts noted, would be about double the total revenue of the 20 largest automakers in 2024. In 2050, Morgan Stanley analysts estimated that there might be about 1 billion humanoid robots deployed.

As noted in a report from Investing.com, the shift to humanoid robots would be gradual. By 2035, the analysts estimated that just about 13 million humanoid robots will be in use, most of which will be used in industrial and commercial settings. Even in 2050, when the analysts estimated that 1 billion humanoid robots will be in use, an estimated 90% might still be used in industrial and commercial settings.

The advent of humanoid robots will likely be felt in the labor sector, Morgan Stanley analysts noted. By 2030, the analysts noted that humanoid robots could replace about 40,000 jobs. Just ten years later, in 2040, the number of jobs that robots could take over could balloon to 8.4 million. By 2050, the analysts noted that 62.7 million humans may end up watching humanoid robots do their jobs.

Tesla Potential

Morgan Stanley noted that companies like Tesla, which control the “brains, bodies, branding and ecosystems” of the humanoid robots, would be able to offer the highest value. This is good news for Tesla’s Optimus program, as it is a product that is designed to be produced at an extreme scale. During the Q1 2025 All Hands meeting, Elon Musk reiterated the idea that Optimus could very well become the biggest product of all time.

Most importantly, Musk also stated that Tesla is internally aiming to acquire enough resources to produce 10,000 to 12,000 Optimus robots this year. But even if Tesla just manages half of this number, or about 5,000 Optimus robots this year, it would already be impressive.

“Even 5,000 robots, that’s the size of a Roman legion, FYI, which is like a little scary thought. Like a whole legion of robots, I’ll be like ‘whoa.’ But I think we will literally build a legion, at least one legion of robots this year, and then probably 10 legions next year. I think it’s kind of a cool unit, you know? Units of legion. So probably 50,000-ish next year,” Musk stated.

Axiom Space’s Ax-4 mission is set to launch on a SpaceX Falcon 9 rocket. Ax-4 will advance diabetes research in microgravity, marking a milestone for astronaut health.

Axiom Space’s fourth crewed mission is scheduled to launch with SpaceX on May 29 from NASA’s Kennedy Space Center in Florida. The Ax-4 mission will carry a diverse crew and a record-breaking scientific payload to the International Space Station (ISS).

The Ax-4 crew is led by Axiom’s Peggy Whitson and includes Shubhanshu Shukla from India, Sławosz Uznański from the European Space Agency, and Tibor Kapu from Hungary. The mission represents firsts for India, Hungary, and Poland, with Uznański being Poland’s first astronaut in over 40 years.

Ax-4 will conduct nearly 60 science investigations from 31 countries during its two-week ISS stay. A key focus is the “Suite Ride” initiative, a collaboration with Burjeel Holdings to study diabetes management in microgravity.

“The effort marks a significant milestone in the long-term goal of supporting future astronauts with insulin-dependent diabetes (IDDM), a condition historically deemed disqualifying for spaceflight,” Axiom noted. The mission will test Continuous Glucose Monitors (CGMs) and insulin stability to assess their performance in space.

Axiom explained that testing the behavior of CGMs and insulin delivery technologies in microgravity and observing circadian rhythm disruption could help diabetes experts understand how CGMs and insulin pens can improve diabetes monitoring and care in remote or underserved areas on Earth. The research could benefit diabetes management in isolated regions like oil rigs or rural areas.

The mission’s findings on insulin exposure and CGM performance could pave the way for astronauts with diabetes to safely participate in spaceflight. As Axiom and SpaceX push boundaries, Ax-4’s diabetes research underscores the potential for space-based innovations to transform healthcare on Earth and beyond.

Tesla Energy recently celebrated its 10th anniversary with a dedicated video showcasing several of its milestones over the past decade.

Tesla Energy has gone far since its early days, and it is now becoming a progressively bigger part of the company.

Tesla Energy Early Days

When Elon Musk launched Tesla Energy in 2015, he noted that the business is a fundamental transformation of how the world works. To start, Tesla Energy offered the Powerwall, a 7 kWh/10 kWh home battery system, and the Powerpack, a grid-capable 100 kWh battery block that is designed for scalability. A few days after the products’ launch, Musk noted that Tesla had received 38,000 reservations for the Powerwall and 2,500 reservations for the Powerpack. 

Tesla Energy’s beginnings would herald its quiet growth, with the company later announcing products like the Solar Roof tile, which is yet to be ramped, and the successor to the Powerwall, the 13.5 kWh Powerwall 2. In recent years, Tesla Energy also launched its Powerwall 3 home battery and the massive Megapack, a 3.9 MWh monster of a battery unit that has become the backbone for energy storage systems across the globe.

Key Milestones

As noted by Tesla Energy in its recent video, it has now established facilities that allow the company to manufacture 20,000 units of the Megapack every year, which should help grow the 23 GWh worth of Megapacks that have already been deployed globally. 

The Powerwall remains a desirable home battery as well, with more than 850,000 units installed worldwide. These translate to 12 GWh of residential entry storage delivered to date. Just like the Megapack, Tesla is also ramping its production of the Powerwall, allowing the division to grow even more.

Tesla Energy’s Role

While Tesla Energy does not catch as much headlines as the company’s electric vehicle businesses, its contributions to the company’s bottom line have been growing. In the first quarter of 2025 alone, Tesla Energy deployed 10.4 GWh of energy storage products. Powerwall deployments also crossed 1 GWh in one quarter for the first time. As per Tesla in its Q1 2025 Update Letter, the gross margin for the Energy division has improved sequentially as well.