Tesla's robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China

Source: Tom’s Hardware

For Tesla to reach its goal of producing a million Optimus robots a year, it will need mountains of critical materials and deep supply chain cooperation. The majority of that “Optimus Chain” is found in China, highlighting Tesla’s future dependence on U.S.-China trade relations.