Tesla Vs. XPeng: Musk's Optimus Meets Xiaopeng's Iron In The AI Race

Benzinga

XPeng unveiled “Iron,” a humanoid robot prototype that impressed audiences with lifelike motion and could enter mass production by late 2026—potentially beating Tesla’s Optimus. CEO He Xiaopeng said Iron will assist customers and visitors, marking XPeng’s deeper move into AI and robotics.

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00:00It's Benzinga bringing Wall Street to Main Street

00:02Xpeng CEO Hu Xiaopeng unveiled Iron ERL, a humanoid robot prototype at the company's AI

00:09Day that drew comparisons to Tesla's Optimus, according to the information. The humanoid

00:14robot moved so naturally during its debut that many on Chinese social media mistook it for a

00:19person in disguise. The company plans to begin mass production by the end of next year, potentially

00:23outpacing Tesla's Optimus by a year and entering the AI hardware race.

00:27Xiaopeng said Iron will serve practical roles like guiding visitors and assisting customers

00:32rather than replacing human workers. Xpeng's sales are expected to double to 400,000 vehicles this

00:38year. The firm continues to raise capital for AI and aerial ventures, including a land aircraft

00:44carrier van for 20, 26, and 200 SkyCamps for piloted electric aircraft. For all things money, visit

00:50Benzinga.com.

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