DeepSeek's AI Advancements: Potential Game-Changer for Tesla's Embodied AI Push

Tesla Benefits from Renewed AI Focus Amid DeepSeek's Rise

Chinese AI startup DeepSeek's R1 reasoning model surpassing OpenAI's ChatGPT has sparked investor concerns over US tech firms. However, this renewed focus on AI may positively impact Tesla (TSLA).

According to Morgan Stanley analyst Adam Jonas, DeepSeek's performance raises questions about intensifying global AI competition and the role of "embodied AI" in the race. Embodied AI refers to physical objects powered by AI, such as self-driving vehicles or robots.

Jonas believes Tesla's global fleet equipped with self-driving software could benefit from AI advancements. Additionally, Tesla's extensive collection of visual data is valuable for training vision-based AI models for robotics.

The analyst notes Tesla CEO Elon Musk's optimism about Optimus, the company's humanoid robot, which will utilize embodied AI. Musk predicts half a million Optimus robots in service by 2027, creating a trillion-dollar market opportunity.

Jonas points to national security implications of embodied AI, including its use in military drones. This could drive further spending and investor interest.

Morgan Stanley maintains its "Top Pick" rating for Tesla in the automotive sector with a price target of $430. This renewed attention to AI enhances the market's appreciation for Tesla's capabilities beyond electric vehicles.

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DeepSeek's AI Advancements: Potential Game-Changer for Tesla's Embodied AI Push

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