Tesla confirms Model S and X production halt with limited Plaid inventory left

Following its February announcement, Tesla has fully halted production of Model S and Model X at the Fremont factory, leaving only a few hundred vehicles in global inventory—mostly high-performance Plaid models. CEO Elon Musk urged buyers to order quickly as stock dwindles, freeing factory space for Optimus humanoid robot production.

Tesla suspended individual orders for new Model S and Model X in early April 2026, confirming the production halt first announced in February. With just hundreds of units remaining worldwide, primarily in the Plaid configuration, Musk encouraged immediate purchases. The Model S, launched in 2012, revolutionized EVs with superior acceleration, over-the-air updates, and luxury features. The 2015 Model X stood out with falcon-wing doors and seating for up to seven. These flagships demonstrated EVs' viability against luxury gas vehicles.

This shift at Fremont now prioritizes mass production of the Optimus robot, which Musk views as Tesla's biggest future growth driver.

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Illustration depicting Tesla's Optimus robot production timelines at Fremont factory in 2026 and Giga Texas in 2027, featuring Elon Musk and assembly lines.
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Tesla details Optimus production timelines at Fremont and Giga Texas

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Building on 2025 shareholder meeting announcements and ongoing Giga Texas construction, Tesla plans large-scale Optimus production at Fremont later in 2026—replacing Model S and X lines—followed by a higher-capacity Giga Texas factory in 2027. Elon Musk shared updated timelines recently.

Tesla Model X vehicles are sold out across the United States, leaving only demo units in existing inventory. Tesla watcher Sawyer Merritt shared this update on Wednesday.

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Tesla reported producing 408,386 electric vehicles in the first quarter of 2026, a 12.6 percent increase from the previous year. However, deliveries rose by only 6.3 percent to 358,023 vehicles, leaving about 50,000 more cars in inventory. Energy storage deployments also fell short.

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