Cerámica

January 9, 2026, 1:54 PM EST. Elon Musk's private AI outfit xAI has told investors it will develop the AI to power Tesla's Optimus robot, according to a Bloomberg report detailing widening losses at xAI. The disclosure signals a shift from a Tesla-as-AI-company narrative to one where xAI supplies the intelligence behind Optimus, potentially leaving Tesla largely as hardware. The claim could affect ongoing shareholder lawsuits accusing Musk of breaching fiduciary duties at Tesla. Critics say Musk moved AI talent and resources to xAI, weakening Tesla's AI effort. If accurate, the arrangement challenges Musk's defense and reshapes how the value of Optimus is attributed.