Tesla aims to produce up to one million Optimus robots in 2027 and plans to ramp production to 20,000 units per week, using its own custom Full Self-Driving (FSD) inference chips rather than Nvidia's AI chips. Texas Instruments produces components for the Optimus, including power, driver, and signal-chain components; isolated gate drivers and integrated motor controllers for the over 40 servo motors in its hands, arms, knees, and ankles; high-resolution analog-to-digital converters (ADCs) for force and torque sensors, optical encoders, and tactile fingertips; power management chips regulating power from the 2.3 kWh central battery pack; and battery monitor ICs and cell-balancing chips monitoring thermal state, current output, and voltage for each cell. If Tesla produces a million Optimus units per year, that could translate to $250 million to $500 million in annual revenue for TI's analog business, based on early industry teardowns assuming TI sells $250-$500 worth of components per Optimus. In 2025, TI's analog revenue rose 15% year over year to $14 billion, or 79% of its total revenue of $17.7 billion; in the first nine months of 2026, analog revenue rose 27% year over year to $13.2 billion, or 81% of total revenue of $16.3 billion.