Tesla Starts Early Production of Optimus Humanoid Robots
Tesla said in its earnings report that Optimus robot output has begun at its Fremont plant. Elon Musk puts a broader rollout about a year away.
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what happened
Tesla said in its quarterly earnings report that production of Optimus robots has already started at its Fremont, California facility. According to the company, these are the first production-quality models it has built so far. Citing The Wall Street Journal, the outlet reports that on Wednesday evening's earnings call Elon Musk said he remains convinced “Optimus will be the biggest product on Earth,” while cautioning that a wider rollout is about a year away. The robots will practice a broad range of tasks at what Musk called an Optimus Academy. He added that, unlike cars, Tesla does not have a vast fleet from which to gather training data.
why it matters
For investors, the key question is when the project will start generating revenue. Musk himself warned that a lot still has to be worked through before commercial launch, so the news mainly shapes expectations rather than current financial results.
market impact
Tesla (TSLA): robotics expectations may influence how the market values the stock
tags
instruments
sources
- Tesla Says It Has Started Early Optimus Robot Production — WSJ, 21 October 2026 at 21:58 UTC
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