Humanoid Robots
Tesla accelerates Optimus humanoid robot production at Fremont and Giga Texas
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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.
Following Elon Musk's announcement of Optimus sales by 2027, Tesla's humanoid robot has started an apprenticeship at its Austin factory, learning complex tasks from camera-equipped trainers amid CES 2026 robotics advances. Deployment in factories is targeted by end-2026.
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A Chinese robotics firm, EngineAI, has developed a humanoid robot capable of delivering forceful Bruce Lee-style kicks, priced at US$150,000 and set for mass production two years ahead of Tesla's timeline. In contrast, Elon Musk's Optimus robot recently jogged a few steps but fell over during a demo while handing a water bottle. Backed by China's engineering talent and supply chains, such startups are accelerating humanoid robotics development.