Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China

Tom's Hardware
Feb 5, 2026, 8:12 am164 pts
For Tesla to reach its goal of producing a million Optimus robots a year, it will need mountains of critical materials and deep supply chain cooperation. The majority of that "Optimus Chain" is found in China, highlighting Tesla's future dependence on U.S.-China trade relations.

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