FUTURE SECURED: Tesla Prepares MEGABRAIN for Optimus While Stocks Takes Breather
Overall Thesis
Tesla is building Cortex 2, a 100-200 megawatt data center at Giga Texas dedicated to training the Optimus brain, implying roughly 140,000 Vera Rubin GPUs equivalent to 560,000 H100s. Jo argues the brain, not the body, is the true bottleneck for humanoid robotics and Tesla's vertically integrated intelligence stack gives it total leadership in the coming humanoid era.
Narratives
Tesla's Cortex 2 data center buildout at 100-200 megawatts is dedicated to Optimus brain training and implies roughly 140,000 Vera Rubin GPUs, equivalent to 560,000 H100s. Jo believes the brain is the real game-changer in humanoid robotics and Tesla's vertically integrated stack gives it decisive leadership over competitors like Xpeng, 1X, Neo, and Figure. He expects Cortex 2 online in 2027 and is very bullish on Optimus deployment in 2026-2027.
Key Arguments
- Cortex 2 data center at Giga Texas will handle 100-200 megawatts power capacity
- Implies roughly 140,000 GPUs (likely Vera Rubins) equivalent to 560,000 H100s
- Tesla's vertically integrated intelligence stack is its true competitive edge
- Competitors like Xpeng, 1X, Neo, Figure must rely on external compute providers
- Cortex 2 likely goes online in 2027