The EV maker has started producing its Optimus humanoid on high-volume factory lines
Tesla, the US EV, energy and AI company, develops the Optimus humanoid. Its Q3 2026 update states that Optimus production began on high-volume lines in Fremont, yielding its first production-quality bots. Press reports say the Fremont line is planned for 1 million units a year. Musk has described the Texas line as a 10-million-unit-a-year effort, but it is still a plan and appears as under construction in Tesla's update. Deliveries to outside companies, industrial first, are reportedly expected around the end of 2027.
Researched as of November 3, 2026. Each item links to its source.
Tesla's Q3 2026 update said Optimus production began on high-volume lines in Fremont, yielding its first production-quality bots; its capacity table lists California as early ramp and Texas under construction.
Source: assets-ir.tesla.comOn the Q3 call Musk said deliveries to outside companies would start around end-2027 with industrial customers, home robots later; a Giga Texas line is envisioned at 10 million units a year.
Source: notateslaapp.comOn the Q1 2026 call Musk put the next-generation reveal around mid-2026, saying Tesla is holding back demos because competitors copy them.
Source: driveteslacanada.caOn its Q4 2025 call Tesla announced the end of Model S and Model X production, converting the Fremont space into an Optimus line of up to 1 million units a year.
Source: cnevpost.comThird-generation Optimus (also called V3), now produced on Fremont's high-volume lines and described in Tesla's update as its first production-quality bots; production is at the early-ramp stage. Press reports cite 22-DoF hands. Not yet sold externally.
ImageTesla's general-purpose humanoid. Gen 2 hands had 11 DOF, and a 22-DOF hand was shown in November 2024. Tesla's Q1 2026 update says first-generation production lines are being installed in anticipation of volume production.
In Q3 2026 early Optimus production started in Fremont, in space freed by removing the Model S/X lines; Musk said reaching full capacity will take about a year, and external deliveries are reported for around end-2027.
Tesla's Q1 2026 update says Giga Texas is being prepared for a second-generation line designed for long-term capacity of 10 million robots a year. No start date was given.
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