Tech Voices: Musk on Optimus, OpenAI parent controls, SAP's IaaS push

[tesla]
MikeDot

_Seeking Alpha's roundup of statements, announcements and remarks that could impact the technology sector._

* Tesla (NASDAQ:TSLA [https://seekingalpha.com/symbol/TSLA]) CEO Elon Musk said that around 80% of the EV maker's value will come from its Optimus humanoid robots.

Musk posted the remark on X [https://x.com/elonmusk/status/1962618811141812475] Monday evening. CNBC noted that Musk has said he sees Tesla producing around 5,000 Optimus robots this year.

* OpenAI said it plans to introduce tools that will allow parents to monitor and manage teen ChatGPT accounts.

The company said in a blog post on Tuesday [https://openai.com/index/building-more-helpful-chatgpt-experiences-for-everyone/] that the new controls will allow parents to link to their teen's account and control how ChatGPT "responds to their teen with age-appropriate model behavior rules, which are on by default." Parents will also be able to disable features such as chat history and receive "notifications when the system detects their teen is in a moment of acute distress."

OpenAI plans to roll out the new controls within the next month. The announcement comes in the wake of a lawsuit filed by a family who allege ChatGPT contributed to the suicide of their 16-year-old son.

The company, which is backed by Microsoft (NASDAQ:MSFT [https://seekingalpha.com/symbol/MSFT]), was co-founded by Elon Musk.

* SAP (NYSE:SAP [https://seekingalpha.com/symbol/SAP]) said it plans to invest over 20 billion euros to build out its sovereign cloud offerings in Europe over the next ten years, including its Infrastructure-as-a-Service, or IaaS, platform.

"Europe's leadership in the next era of digital innovation—especially in AI—will depend on how effectively we apply AI to solve differentiated industry use cases," said SAP Executive Board Member Thomas Saueressig, in a statement [https://seekingalpha.com/pr/20216832-sap-deepens-european-cloud-sovereignty-offering-to-unlock-regional-ai-innovation].

"With our expanded SAP Sovereign Cloud offering, SAP is unlocking access to the full spectrum of cloud innovations and AI capabilities for all markets and industries—including the public sector and regulated environments—while ensuring these advancements are delivered in a sovereign framework and on customers' own terms," Saueressig added.

Other leading IaaS providers include Microsoft (NASDAQ:MSFT [https://seekingalpha.com/symbol/MSFT]), Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) and Alphabet (GOOGL [https://seekingalpha.com/symbol/GOOGL]) (GOOG [https://seekingalpha.com/symbol/GOOG]).

MORE ON TESLA, SAP SE, ETC.

* Unboxing The Valuation Of Tesla [https://seekingalpha.com/article/4818536-unboxing-the-valuation-of-tesla]
* Tesla: Struggles Deepen Every Month (Downgrade) [https://seekingalpha.com/article/4818505-tesla-struggles-deepen-every-month-downgrade]
* Microsoft Corporation (MSFT) Presents at Deutsche Bank's 2025 Technology Conference Transcript [https://seekingalpha.com/article/4817691-microsoft-corporation-msft-presents-at-deutsche-banks-2025-technology-conference-transcript]
* Enterprise stocks slump as broader market sees red [https://seekingalpha.com/news/4491206-enterprise-stocks-slump-as-broader-market-sees-red]
* Optimus to be Tesla's biggest product, Musk says [https://seekingalpha.com/news/4491052-optimus-to-be-teslas-biggest-product-musk-says]