Tesla starts Optimus robot production, targets 20,000 units weekly by 2027
Tesla began manufacturing its Optimus humanoid robots on the Fremont assembly line, the first time the company has produced the units to commercial standards. The milestone was disclosed in the third‑quarter 2026 shareholder update, where the automaker noted that the plant, previously used for electric vehicles, has been repurposed for its robotics ambitions.
Key points
- Tesla began manufacturing Optimus robots at its Fremont plant, marking first production‑grade units.
- Musk said the company aims for 20,000 robots per week by end‑2027, but expects a slow ramp.
- Tesla plans 400 MW of training compute by end‑2026 and reported a 43% profit drop in Q3 2026.
CEO Elon Musk said Tesla aims to scale output to 20,000 robots per week by the end of 2027, but cautioned investors that the ramp will be gradual because Optimus is an entirely new product category. He warned that engineers must still refine both hardware reliability and the software needed for the robot to handle unfamiliar tasks safely. Tesla also announced it will reach 400 MW of training compute capacity by the end of 2026 to support both autonomous‑driving and robot development.
The company highlighted broader constraints, including a battery supply bottleneck that could affect overall production capacity. Third‑quarter revenue was $28.04 billion, almost flat year‑over‑year, while profit fell 43% as expenses rose with investments in robotics, computing infrastructure, and autonomous driving.
The story so far
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Tesla Optimus production starts, targets 20,000 robots weekly
interestingengineering.com · 22 October 2026
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