Illustration of Tesla's redesigned Optimus V3 robot in a Chinese factory, teased on Weibo for imminent unveiling amid mass production plans.
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Tesla China teases imminent Optimus V3 unveiling on Weibo

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Tesla's Chinese division teased on Weibo that the redesigned Optimus V3 humanoid robot, capable of learning tasks by observing humans, is about to be unveiled. This follows recent earnings announcements shifting production resources to Optimus amid plans for up to 1 million units annually.

Tesla China posted on its official Weibo account announcing that Optimus V3 is "about to be unveiled" this quarter. The post emphasizes the robot's full redesign from first principles and its ability to learn new tasks through human observation, aligning with demonstrations of end-to-end neural network training.

This tease builds on CEO Elon Musk's Q4 2025 earnings call comments, where he outlined repurposing Fremont factory space from Model S and X production for a pilot Optimus V3 line targeting 1 million units annually, with larger-scale V4 production at Giga Texas. For context on these plans, see prior coverage: 'Tesla accelerates Optimus humanoid robot production at Fremont and Giga Texas.'

Giga Shanghai, Tesla's highest-volume plant, may support future Optimus production or deployment, leveraging its efficiency and the robot's reliance on low-cost Chinese components. Musk has praised Chinese manufacturers as key competitors while projecting Optimus sales to the public by 2027, with potential to significantly boost U.S. GDP: "It’s going to be a very capable robot... long-term Optimus will have a very significant impact on the US GDP."

What people are saying

X discussions highlight excitement for Tesla China's Weibo tease of the imminent Optimus V3 unveiling, emphasizing its redesign from first principles, human observation learning, and 1 million annual production target. Enthusiasts speculate on Chinese mass production starting soon, while some express skepticism over the vague 'imminent' timeline. Analysts underscore substantial revenue potential.

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Photorealistic scene of Tesla Optimus robot assembly at Giga Texas, with production lines, workers, and Elon Musk overseeing high-volume manufacturing.
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Tesla accelerates Optimus humanoid robot production at Fremont and Giga Texas

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In its Q4 2025 earnings call, Tesla announced plans to repurpose Model S and X assembly lines at Fremont for 1 million Optimus 3 units annually and ramp high-volume Optimus V4 production at Giga Texas. CEO Elon Musk highlighted the robot's learning capabilities via observation and video, upcoming Gen 3 unveiling, and challenges like scaling amid Chinese competition, backed by $20 billion in 2026 capex.

Following its Q4 2025 earnings call announcement to end Model S and X production by Q2 2026, Tesla debuted its third-generation Optimus humanoid robot on February 2, 2026, via Weibo, confirming plans to repurpose Fremont factory lines for up to one million units annually amid EV sales declines. CEO Elon Musk highlighted Optimus's transformative potential in robotics.

Reported by AI

Tesla has opened roughly 110 job listings for its Optimus humanoid robot program, signaling aggressive staffing as production nears. The company is preparing to unveil a production-intent prototype in early 2026. Elon Musk shared detailed timelines during the Q3 2025 earnings call, highlighting advancements in the robot's design.

During Tesla's Q3 2025 earnings conference call on October 22, 2025, Elon Musk linked his proposed $975 billion pay package to maintaining control over the company's Optimus robot development. He expressed discomfort with building a 'robot army' without strong influence at Tesla. Musk also outlined ambitious production timelines for the Optimus V3 humanoid robot.

Reported by AI

During Tesla's third-quarter earnings call on October 2025, CEO Elon Musk highlighted the company's Optimus humanoid robot as potentially its biggest product ever, stating it could account for 80% of Tesla's value. Despite mixed financial results with record vehicle sales but declining profitability, Musk described Optimus as an 'infinite money glitch' at scale. He also expressed a need for strong influence over what he called a 'robot army' to proceed with development.

Tesla announced in its Q4 2025 earnings call that it will cease production of flagship Model S (2012) and Model X (2015) by end-June 2026, redirecting low-utilization Fremont factory capacity to produce up to 1 million Optimus humanoid robots annually and Cybercab autonomous taxis starting H1 2026. CEO Elon Musk termed it an 'honorable discharge' for the legacy models, which saw ~30,000 deliveries in 2025 (~2% of total), signaling a pivot to AI, robotics, and full autonomy amid the company's first annual revenue decline and EV competition.

Reported by AI

During Tesla's Q3 2025 earnings call, CEO Elon Musk described the company's Optimus humanoid robot as an 'incredible surgeon' capable of driving unprecedented profits. He emphasized its potential to create a world without poverty through accessible medical care. Musk highlighted ongoing engineering challenges but expressed confidence in scaling production soon.

 

 

 

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