Tesla Plans to Cut Cybertruck Output in Texas by Mid-2027 to Make Room for Cybercab
Key Facts
Tesla plans to cut Cybertruck production at its Texas factory around mid-2027 to make room for higher Cybercab robotaxi output, Reuters reported, citing Elon Musk. Musk did not say whether truck production would move to another facility or stop entirely. The announcement puts the truck production line at the same site where the company is expanding Cybercab manufacturing. Tesla listed installed annual Cybertruck capacity in Texas at more than 125,000 units in its third-quarter 2026 update, with its status marked as production. The announced shift comes as the company says it is relying on new products and progress in autonomous driving to drive the next phase of production growth.
As part of its factory plan, Tesla also listed installed annual Cybercab capacity in Texas at more than 125,000 units, with production status, according to the third-quarter update. The company said it began offering Robotaxi rides using Cybercab in Austin on 3 September 2026. It added that cumulative unsupervised miles for the Robotaxi fleet grew eightfold in the third quarter compared with the second quarter. This means the factory is serving two tracks in the company’s plan at the same time: producing the existing truck and expanding its autonomous vehicle program. Tesla said in its third-quarter filing that the Cybercab and Tesla Semi launches were part of progress toward production goals, while manufacturing and expansion plans remained subject to execution risks.
On the third-quarter earnings call, the vice president of vehicle engineering said Tesla aims to get Cybercab to customers by the end of 2026. He added that vehicles produced on the Texas line were then going to the company’s internal Robotaxi fleet. Tesla wants to start small, he said, then expand operations as it gains experience in delivery, ownership and managing customers’ autonomous vehicle fleets. Musk described Cybercab as designed primarily for a “transportation as a service” model, while Tesla’s other cars were designed for individuals to buy. That puts the vehicle in an operating model based on providing rides, alongside the company’s efforts to begin delivering it to customers.
Tesla’s third-quarter data show deliveries in the “other models” category fell to 8,295 vehicles, from 15,933 in the third quarter of 2025; the category includes several models and does not break out Cybertruck alone. The company’s total deliveries were 486,532 vehicles in the third quarter, down 2% year over year. Production in the “other models” category was 7,004 vehicles, compared with 11,624 in the third quarter of 2025, with Cybertruck production not separately broken out in the total. Tesla said battery availability remained the limiting factor for increasing vehicle production volumes during the quarter, despite progress in securing future supplies. The company did not provide a separate breakdown in these figures showing Cybertruck production or deliveries.
In trading, Tesla shares closed at $343.69 on 5 November 2026, down from $385.19 in the previous session, according to EL7 data. Closing data alone do not establish that the decline was caused by the Cybertruck production-cut plan. The company’s next target is to get Cybercab to customers before the end of 2026, then expand after starting operations on a small scale and learning from managing vehicles in customers’ hands. Tesla says production growth in the next phase will depend on progress in autonomous driving and the introduction of new products, as well as its ability to manufacture its own cells efficiently and ramp up output quickly. In the reported remarks, Musk did not specify what would happen to Cybertruck production after the Texas cut.