Tesla Optimus Fremont Production Line Enters Early Ramp-Up
In its Q3 2026 earnings report, Tesla disclosed that Optimus has begun production on a new line at its Fremont, California factory, with the project status changed from "under construction" to "early ramp-up," while the Texas project remains in the construction phase. On the earnings call, Musk said the initial ramp-up will be slow, that reaching a capacity of 20,000 units per week will take at least a year or even longer, and that he expects deliveries to companies other than Tesla around the end of 2027. Tesla also plans to raise its training compute to 400 megawatts by the end of the year.
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Tesla's earnings report discloses the status of the Optimus production line and the mass-production timeline, which can be used to gauge the pace of humanoid robot commercialization.
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On October 22, Tesla released its Q3 2026 financial report, disclosing that Optimus has begun production on a new production line at its Fremont, California factory, with the project status adjusted from "under construction" to "early ramp-up," while the Texas project remains in the construction phase.
Image source: Tesla Optimus, file photo
Tesla stated that the robots rolling off the line this time are the company's first products to meet production quality requirements, and that the existing manufacturing processes have been verified as suitable for commercial products, though the hardware design and manufacturing processes will continue to be iterated.
In the subsequent earnings call, Musk said that early production has begun on the high-volume production line in Fremont, but because Optimus is an entirely new product, the initial ramp-up will be relatively slow and the process may encounter setbacks. He expects that achieving a production rate of 20,000 units per week will take at least another year, if not longer.
As for the commercialization timeline, Musk expects Optimus to be delivered to companies other than Tesla around the end of 2027. At the same time, he noted that some of the robot's design still needs adjustment to meet safety, reliability and service-life requirements, and that a great deal of work remains to be done on AI capabilities for it to truly handle open-ended tasks.
Image source: Tesla Q3 financial report
In addition, Tesla plans to increase the scale of computing power used for training to 400 megawatts by the end of the year, to support the development of autonomous-capability software for cars and humanoid robots.
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