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Tesla downgraded to Hold as key AI chip tech for humanoid robots won't arrive until 2027-2028

Analyst Insights
16 Oct 2026
Seeking Alpha
View Source
Bearish
Tesla downgraded to Hold as key AI chip tech for humanoid robots won't arrive until 2027-2028

Tesla's long-term value lies in its development of commercial humanoid robots, not its current automotive or energy sectors. The company is downgraded from Buy to Hold in the short term due to hardware limitations, specifically the need for advanced 2-3 nm AI chips for mass-market Optimus robots, which are unlikely before 2027-2028. This delay means meaningful commercialization of Tesla's robots will be postponed, causing potential market volatility and investor disappointment until next-generation chips are available. Despite this, Tesla remains the global leader in robotics potential, emphasizing a long-term investment perspective.

Tesla trades at USD 351.56 on Pluang as of Oct 17, 2026 01:31 WIB, down 3.00% in the past day. Despite the short-term downgrade to Hold due to delays in advanced AI chip development for its humanoid robots, Tesla maintains a strong market presence with a $1.43 trillion market cap. Pluang users show a majority buying interest at 61%, reflecting ongoing confidence in Tesla's long-term robotics potential.

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