FREMONT, Calif. — At a JPMorgan-hosted tour of its Fremont factory, Tesla told analysts that the design of Optimus Gen 3 is finalized, its supply chain is “essentially locked in,” and a production line is being installed in the facility that until earlier this year built the Model S and Model X.
The headline: external commercial sales of Optimus could begin “as early as” the second half of 2027. Tesla repeated its long-term capacity goals of 1 million units a year at Fremont and 10 million in Texas.
The context
Electrek, which covered the tour, notes that the Gen 3 reveal has slipped repeatedly and that Elon Musk has acknowledged no Optimus units are yet doing useful work inside Tesla. The Model S/X line was torn down in April to make room — a real, expensive commitment — but “as early as” is doing a lot of work in that sentence.
For comparison: Unitree shipped more than 5,500 humanoids in 2025 and Figure has deployed units with paying customers. Tesla’s bet is that when it does ship, it ships at automotive scale. That has never been done in robotics.
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