Tesla starts high-volume Optimus production with 20,000 weekly unit target by 2027
Key Facts
Tesla has commenced high-volume production of its Optimus humanoid robots at its Fremont, California factory. The company is targeting an output of 20,000 units per week by the end of 2027, according to new production data released on October 22, 2026.
This shift follows strong Q3 2026 financial results where revenue reached $28.05 billion with earnings per share of 48 cents. While financial reports on October 21, 2026, previously indicated project delays, the start of mass production marks a transition from prototypes to large-scale commercial manufacturing.
Latest Updates · 8
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Update: Samsung Electro-Mechanics has reportedly received a $2.8 billion chip investment from Tesla and Nvidia, according to reports on October 22, 2026. This investment supports the technical infrastructure required for the company's advanced manufacturing operations in its robotics projects.
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Update: Financial data for Q3 2026 showed Tesla generated positive free cash flow of $1.53 billion, reversing a projected $4.51 billion cash burn. The company's capital expenditure reached $4.73 billion on October 21, 2026, which was lower than the $7.5 billion expected by analysts.
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Update: Tesla generated $1.5 billion in positive free cash flow during the third quarter of 2026, significantly outperforming analyst expectations of a $4 billion outflow. Additionally, Full Self-Driving (FSD) adoption exceeded 75% of new vehicle deliveries in North America, contributing over 250,000 new subscriptions.
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Update: Tesla announced it will begin selling Cybercabs to customers by the end of 2026. This move comes despite ongoing federal investigations into vehicle safety standards, providing a specific commercial timeline for the company's autonomous offerings.
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Update: Tesla revised its full-year capital expenditure guidance to approximately $20 billion and set a target to produce 5 million vehicles annually by 2030. During the earnings call, the company also reported that its Megapack production capacity for 2027 is nearly sold out, indicating strong forward demand for its energy storage products.
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Update: Tesla expects its capital expenditures to exceed $25 billion in 2026, a significant increase from approximately $8.5 billion in 2025. This surge in spending is driven primarily by the company's investments in artificial intelligence.
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Update: Tesla shares rose following the report as adjusted earnings per share exceeded the Bloomberg consensus of $0.44. A significant portion of the free cash flow beat was attributed to capital expenditure of $4.73 billion, which came in approximately $3 billion below analyst estimates.
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Update: Tesla's active Full Self-Driving (FSD) subscriptions exceeded expectations, reaching 1.74 million. Additionally, Elon Musk stated that a merger between SpaceX and Tesla is a good idea, though he noted the move remains uncertain and would require him to hold a 50% stake in Tesla shares.