OPTIMUS GEN 3

Optimus is Tesla's bid to turn its self-driving AI and high-volume manufacturing expertise toward humanoid robotics. Where most humanoid makers measure output in hundreds or thousands of units, Tesla is explicitly engineering for millions per year.

Tesla retooled its Fremont factory in 2026 — the last Model S/X rolled off in early May and the Optimus line went in its place. Low-volume production was reported to have begun in August 2026, though Tesla has published no unit count and has no external customers. JPMorgan now expects commercial sales in the second half of 2027 (see our report).

Optimus inherits Tesla's vision-based AI stack and Dojo-trained models, the same lineage that powers Full Self-Driving. The bet is that a vertically integrated company that already builds millions of complex robots (cars) per year can out-scale specialized robotics firms on cost and volume.