// THE TAKE · TESLA
The bank expects production "in the coming months" and commercial sales in the second half of 2027 — a year later than earlier internal timelines.
On 20 August 2026 JPMorgan told investors it now expects Tesla to start Optimus production in the coming months and to sell the robot commercially in the second half of 2027. That is a year later than Tesla's earlier internal timelines. Investor's Business Daily reported the note.
Tesla has installed the Optimus lines at Fremont in place of the Model S and Model X. Its own guidance has softened to "later this year." Low-volume production has been reported, but Tesla has published no production count and has no external customer. Optimus is not for sale.