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."