Musk mentions possibility of renting out Optimus… forecast to be delivered to external companies by end of 2027
Original headline머스크, 옵티머스 대여 가능성 언급…2027년 말 외부 기업 인도 전망
Not investment advice. Muhabbit scores how much a story may matter, not which way to trade.
Tesla CEO Elon Musk said at the 33rd Barron's Investment Conference in New York on November 6 that the company will likely rent out its Optimus humanoid robot rather than sell it, though he gave no details on rental fees or contract terms. Tesla began producing Optimus at its Fremont factory, disclosed in its October 21 third-quarter results, and described the line as an early scale-up phase with continued hardware and manufacturing improvements. Musk has said external companies could receive Optimus units by late 2027. The shift toward a rental model matters because it would change how Tesla books robot revenue and spreads hardware costs across customers rather than one-time sales. Investors will watch for formal pricing and contract terms, production volume updates from Fremont and Texas, and whether Tesla confirms delivery timelines to outside customers.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
Tesla (TSLA), Elon Musk, Optimus, Fremont factory, Baron Investment Conference
A linked name opens that asset's sentiment page.