Key Points Nvidia's chips will power the robots. It's the ultimate pick-and-shovels play. Alphabet's cloud platform will be vital for robotics companies as well, and Waymo is leading the autonomous vehicle race. Zebra Technologies' software has become foundational for many robots. 10 stocks we like better than Nvidia › A large portion of Tesla's valuation is driven by the upcoming Optimus humanoid robots. The company is already behind in the cybercab race, with Alphabet 's (NASDAQ: GOOG) (NASDAQ: GOOGL) Waymo leading the way, and the humanoid robot segment hit another roadblock. JPMorgan Chase anticipates commercialization in the second half of 2027. Musk hinted at the production of Optimus 3 starting in summer 2026, but no news has emerged.
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