Optimus
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.
Following Tesla's Q4 2025 earnings announcement to repurpose factories for Cybercab robotaxis and Optimus robots, CEO Elon Musk warned on X of 'agonizingly slow' early production rates due to the projects' novelty, though he expects eventual rapid scaling. This tempers expectations amid Tesla's push into AI and autonomy.
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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.
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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Tesla shares experienced volatility on January 21, 2026, dropping about 4% initially before rebounding nearly 3%, following CEO Elon Musk's comments on the slow start to production for the Cybercab robotaxi and Optimus humanoid robot. Musk described the early ramp-up as 'agonizingly slow' due to the novelty of the technologies. Investors await the company's Q4 earnings report on January 28 for more details on timelines and regulatory hurdles.
Hyundai Motor Group has appointed Milan Kovac, the former head of Tesla's Optimus humanoid robot program, as a group adviser and outside director for its robotics subsidiary Boston Dynamics. The move comes amid Hyundai's push into advanced robotics following the unveiling of its next-generation Atlas robot at CES 2026. Kovac's departure from Tesla in June 2025 had already disrupted the company's humanoid robot efforts.
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Elon Musk posted an AI-generated video on X featuring himself dancing alongside Tesla's humanoid robot Optimus. The clip, created with his Grok AI system, shows the pair in matching outfits grooving to music. It has sparked online remixes and discussions about the robot's development.
Tesla to End Model S and X Production by June 2026, Repurposing Fremont Lines for 1M Optimus Robots and Cybercab Amid Sales Slump
January 28, 2026 19:14Tesla's 2025 Profits Plunge 46% as It Pivots to AI, Robotics, and Autonomy Amid Sky-High Valuation
January 25, 2026 16:18Optimus begins factory apprenticeship in Austin, building on Musk's sales timeline
January 25, 2026 12:01Elon Musk explains exponential growth potential of SpaceX and Tesla
January 24, 2026 06:02Tesla Launches Unsupervised Robotaxis in Austin, Shifts FSD to Subscriptions, Targets Optimus Sales Amid Regulatory Scrutiny and EV Slump
January 21, 2026 13:15Elon Musk warns of agonizingly slow Cybercab and Optimus production ramps
January 21, 2026 07:50Tesla doubles down on Optimus robots for $25 trillion future amid setbacks
January 20, 2026 18:16Investor foresees Tesla's automotive legacy fading behind Optimus
January 18, 2026 03:44Elon Musk details Tesla's roadmap for future AI chips
January 18, 2026 02:18Musk agrees Optimus robots could eclipse Tesla's car legacy amid production hurdles