Tesla desvelará el robot Optimus Gen 3 en el primer trimestre de 2026

Las acciones de Tesla cayeron un 2.4% en el premercado hasta los $393.64 el 3 de marzo de 2026, en medio de la subida de los precios del petróleo y las tensiones geopolíticas en Oriente Medio. La compañía planea mostrar su robot humanoide Optimus de tercera generación durante el primer trimestre, con analistas que esperan mejoras en la destreza y la escalabilidad de la producción. Esta revelación resalta el enfoque de Tesla en la robótica como un área clave de crecimiento, a pesar de los riesgos significativos para los accionistas.

Las acciones de Tesla experimentaron una caída el 3 de marzo de 2026, descendiendo un 2.4% en el premercado hasta los $393.64. Este movimiento se produjo sobre un telón de fondo de conflictos en escalada en Oriente Medio, que impulsaron los precios del petróleo Brent un 6.2% hasta $80.87 por barril y elevaron el rendimiento de los bonos del Tesoro de EE.UU. a 10 años al 4.1% desde el 3.9% a principios de semana. Los índices bursátiles más amplios, incluidos los futuros del S&P 500 y del Dow Jones, también cayeron alrededor del 1.7%. En lo que va de año, las acciones de Tesla bajaban un 10%, aunque habían subido un 42% en los últimos doce meses.

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Elon Musk unveils Optimus Gen 3 robot at Tesla's Fremont factory, as production lines shift from Model S/X cars to 1 million humanoid robots annually.
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Tesla Unveils Optimus Gen 3 as Model S/X Lines Shift to 1M Annual Robot Production

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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.

Building on his announcement the previous day at the World Economic Forum in Davos, Elon Musk specified Tesla aims to sell Optimus humanoid robots to consumers by late 2026, subject to safety and reliability validation. With robots advancing in factories and leveraging Tesla's AI, this pivot underscores diversification as EV sales decline.

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Tesla has announced plans to end production of its Model S and X vehicles at the Fremont, California, factory to repurpose it for manufacturing Optimus humanoid robots. This move, revealed during the company's fourth-quarter earnings call, signals a deeper commitment to artificial intelligence and robotics. Initial production of Optimus is expected to begin by the end of the year.

At the World Economic Forum in Davos, Switzerland, Tesla CEO Elon Musk stated that the company plans to sell its Optimus humanoid robots to the public by the end of 2027. He emphasized the robots' expected high reliability and versatility once released. The announcement led to a more than three percent rise in Tesla's stock price.

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Building on last week's earnings report announcing the shift from EVs to AI and robotics, Tesla has outlined specifics on its custom AI5 and AI6 chips, next-gen Optimus robot, and ambitious 'general solution' for self-driving and bipedal robotics. The $20 billion 2026 investment underscores this transformation amid ongoing EV challenges.

Building on recent China announcements, Tesla detailed plans in its Q4 2025 earnings for over $20 billion in 2026 capital expenditures, prioritizing CyberCab production, Optimus robot scaling, and AI infrastructure over traditional vehicle growth. This follows a 16% drop in Q4 deliveries to 418,227 units, offset by automotive margins rising to 17.9%.

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Tesla has stopped production of its Model S and Model X vehicles to redirect factory capacity toward the Optimus humanoid robot program. The company is gearing up for limited sales and possible mass production of Optimus, while also planning an initial run of the Cybercab robotaxi. This shift accompanies growing legal and regulatory challenges related to the Cybercab name, Autopilot marketing, and full self-driving accident disclosures.

 

 

 

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