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What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears

What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears Retail flows across Asia remained heavily concentrated in newly listed, high-beta names, most notably Chinese robotics maker Unitree following its blockbuster Shanghai debut. The retail craze surrounding physical AI merely shows Beijing's accelerating push to dominate the humanoid market. To close out the week, we pivot across the Pacific for a peek inside the US humanoid-robotics supply chain, where Tesla's Fremont buildout provides a timely indicator of how quickly physical AI is advancing. Rajat Gupta, a JPMorgan analyst who covers Tesla,...
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Jun 22, 2026 / Tyler Durden
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