Giga Texas
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 vice president of vehicle engineering Lars Moravy has teased significant updates on the company's Austin operations. The announcement is set for Tuesday, July 7.
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Hundreds of Tesla Cybercab vehicles have been observed at Gigafactory Texas with new side decals, signaling potential entry into the company's ride-hailing fleet soon. The sightings follow the vehicle's recent receipt of an EPA Certificate of Conformity. Observers note the addition mirrors prior Model Y markings used during a similar launch about a year ago.
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.