Musk: 10 Billion Humanoid Robots by 2040 Worth $250 Trillion

Key Takeaways

• Elon Musk predicts humanoid robots could number 10 billion by 2040, worth $250 trillion
• Larry Ellison partners with Cohere to embed generative AI in Oracle
• Private infrastructure fundraising hit record $250.70 billion in 2025, over 150% higher than previous year
• Amazon's AWS brought in over $16 billion in operating income and $19 billion from advertising
• Meta's AI agent app Muse was downloaded over 5 million times in three weeks
• Taiwan's AI drone ships identified over 90% of targets within 15 frames per second
• TikTok Shop made about $15.8 billion in U.S. sales in 2025
• Tarbell Center pledges $10 million for AI journalism by end of 2027
• Intel holds 4.2% stake in Global X AI ETF, with shares up over 214% this year
• Amazon's custom chips now bring in about $25 billion per year

Elon Musk Predicts AI Robots Worth 250 Trillion by 2040

Elon Musk predicts that humanoid robots could number at least 10 billion by 2040, with each unit priced between $20,000 and $25,000. He estimates this technology wave will be worth $250 trillion, a value comparable to owning 175 Teslas or 55 Nvidias combined. Major companies like Tesla, Nvidia, and Microsoft are part of this ecosystem, while investors like Bill Gates and Larry Ellison are also positioning their portfolios for this shift. Analysts from firms like PwC and McKinsey agree that artificial intelligence holds multi-trillion-dollar potential for the global economy.

Investors Seek Cheaper AI Stocks Beyond Major Tech Giants

While investors admire the work of Tesla, Nvidia, and Microsoft, some believe greater opportunities exist in smaller companies improving critical AI technology. The article suggests that one under-owned company holds the key to the $250 trillion AI revolution and offers a supercheap AI solution that rivals should fear. Wealthy figures like Warren Buffett and Larry Ellison are backing this technology, with Ellison spending billions on Nvidia chips and partnering with Cohere. The author claims a detailed report on this specific stock is available for $9.99 a month to help investors make informed decisions.

BigBear.ai and Airship AI Compete in Security Stock Market

This article compares BigBear.ai and Airship AI as potential investments in the security AI sector. It highlights predictions from Elon Musk about 10 billion humanoid robots by 2040 and the massive $250 trillion value this could create. The text notes that billionaires like Bill Gates and Larry Ellison see AI as a transformative force, with Ellison partnering with Cohere to embed generative AI in Oracle. The author argues that a smaller, under-owned company is quietly improving the technology driving this revolution and offers a paid report for $9.99 a month to reveal its identity.

AI Boom Drives Record Infrastructure Spending and ETF Growth

The artificial intelligence super-cycle is causing a surge in infrastructure investments, benefiting data center operators and power utilities. Private infrastructure fundraising hit a record $250.70 billion globally in 2025, which is more than 150% higher than the previous year. Companies like Quanta Services, Caterpillar, and Eaton have seen significant stock rallies and revenue growth due to the demand for AI data centers. Experts suggest that infrastructure ETFs are the best way for investors to gain diversified exposure to this booming sector without the risk of individual stocks.

NVIDIA Ranks Low in Popular AI ETF While Memory Chips Lead

The Global X AI ETF places NVIDIA as its 13th largest holding, while memory chipmakers like Micron and Samsung Electronics dominate the top positions. Micron holds the largest U.S. stake at 5.8%, followed by Samsung at 4.8% and Intel at 4.2%. This fund has gained 27.9% this year, with Micron shares rising over 274% and Intel up more than 214%. A new fund called the Global X LLM ETF launched recently to focus specifically on large language models, but it has not yet released its portfolio details.

AI nonprofit Tarbell Center pledges $10 million for journalism

The Tarbell Center for AI Journalism will give $10 million by the end of 2027 to support news coverage of artificial intelligence. Executive director Cillian Crosson said the fund will help newsrooms and ambitious reporting projects. The first grant of $480,000 went to Machine Gods, NPR's new video podcast hosted by Kevin Roose and Casey Newton. The nonprofit also gave NPR's Power and Influence desk $250,000 to expand coverage of AI and politics.

Amazon stock outlook as AWS advertising and AI grow together

Amazon is growing fast in AI because of its cloud computing business AWS. In the latest quarter, Amazon had $200 billion in net sales, including over $42 billion from AWS and $19 billion from advertising. AWS brought in more than $16 billion in operating income. Amazon also makes custom chips that now bring in about $25 billion per year. Andy Jassy believes AWS could eventually earn a trillion dollars in revenue.

Auto executives use AI in C-suite strategy decisions

Automotive leaders are using AI for high-level corporate strategy work. Daimler Truck CEO Karin Radstrom said she tests different AI models and checks her own decisions against what AI would recommend. The trend shows AI moving into top leadership roles in the auto industry. Companies are turning to AI tools to help shape major business decisions.

TikTok launches AI shopping assistant and one-click checkout

TikTok introduced a Shopping Assistant, a conversational AI agent that helps users find and buy products. The tool remembers user preferences and provides details on shipping, sizing, availability and purchase completion. TikTok also added one-click checkout so users can buy directly from brands in their For You feed. The features are built with partners including Salesforce, Shopify, Shoplazza and Stripe. TikTok Shop made about $15.8 billion in U.S. sales in 2025.

AI startup develops tools to cut airline delay losses

An unnamed AI startup is building software that helps airlines reduce financial losses from flight delays. The tool uses artificial intelligence to study flight data and predict likely delays. It then gives airlines recommendations to reduce the impact. The startup says the software can save airlines millions of dollars. It is still being tested with several major airlines and is expected to launch in the coming months.

Taiwan tests AI drone ships in Kaohsiung

Taiwan's Ocean Affairs Council reported that drone vessels in Kaohsiung completed maritime missions using in-house AI. The team used federated learning to let drone ships pool training data without leaking sensitive information. The vessels passed stress tests in high waves and completed navigation, strafing, and search maneuvers. The boats identified over 90% of targets within 15 frames per second and retained memory of more than 90% of acquired objects.

Meta launches AI agent apps Muse and Dots

Meta released the Muse Charm and Dots, marking the first mass consumer AI agent software. Muse was downloaded over 5 million times in three weeks. The tools can read emails, browse marketplaces, negotiate bills, and set reminders. Early reviews are positive, but the tools raise privacy concerns and can still make mistakes.

SafeCut improves AI model adaptation with cut statistics

Source-Free Domain Adaptation (SFDA) lets a model adjust to new data without the original source. SafeCut uses the cut statistic to gate supervision between a source model and a Vision-Language model. This allows the two models to correct each other's errors without ground-truth labels. The method achieved state-of-the-art performance on SFDA benchmarks.

Sources

• Salesforce vs. UiPath: Which AI Automation Stock Gives Investors More for Their Money?
• The Trade Desk vs. Alphabet: Is the Cheaper AI Advertising Stock Worth the Risk?
• BigBear.ai vs. Airship AI: Which Security AI Stock Offers the Better Bet?
• AI Super-Cycle Fuels Record Infrastructure Investments: ETFs to Buy
• NVIDIA Is the 8th Biggest Holding in the Most Popular AI ETF. What's Number One?
• Exclusive: AI nonprofit will spend $10 million on journalism
• Where Will Amazon Stock Be in 5 Years as AWS, Advertising, and AI Converge?
• ​AI enters the C-suite as auto leaders deploy the technology to shape corporate strategy
• TikTok rolls out an AI shopping assistant and one-click checkout
• AI startup offers tools to minimize flight delay losses
• Taiwan improves drone ship AI training | Taiwan News
• AI agents are here. How should designers feel?
• Safeguarding Mutual Correction in Source-Free Domain Adaptation via Cut Statistics