
Tesla's Optimus Vs. XPeng's Iron: The $5 Trillion 'Iron Man' Showdown
- by Benzinga.com
- May 02, 2025
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Iron: XPeng Blending Mobility & Robotics In China
Enter XPeng's Iron, a new contender fresh off its Shanghai Auto Show flex. Iron isn't just hype — it's already working the production lines at XPeng, assembling EVs with precision. Standing at the same height as Optimus but packing more digital muscle — 3,000 TOPS of processing power, to be exact.
XPeng is literally putting Iron to work while Tesla navigates diplomatic speed bumps.
XPeng's edge lies in real-world deployment. Iron draws on the same AI that powers XPeng's autonomous vehicles, creating an end-to-end smart ecosystem that blends mobility and robotics. Its proprietary "Turing AI chip" and "Tianji AIOS" power everything from spatial awareness to voice interaction. With 60 joints and 200 degrees of freedom, Iron walks and works with a fluidity that’s caught the industry's eye.
62.7M Jobs & A Trillion-Dollar Tech Transformation
Morgan Stanley calls Tesla a top potential winner due to its full-stack integration, but XPeng's Iron is proving it can punch above its weight. Both companies are chasing a future where humanoids take over not just factories but households and retail spaces. With projections of 62.7 million jobs replaced by robots by 2050 and a billion bots in use, this isn't science fiction — it's a trillion-dollar tech transformation.
So, who will build the next “Tony Stark” suit? Tesla may have the brand and brain trust, but XPeng is putting boots — or at least, metal feet — on the ground first.
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