At its 2025 Annual Shareholder Meeting, Tesla announced timelines for Cybercab, Semi, Roadster, and Optimus production while revealing plans for a massive AI chip foundry. CEO Elon Musk highlighted the need for more semiconductor capacity, mentioning potential collaboration with Intel. Shareholders approved Musk's $1 trillion compensation package by 70%.
Tesla held its 2025 Annual Shareholder Meeting, where the company shared updates on upcoming products and AI infrastructure. Mass production of the Cybercab, Tesla's first mass-market autonomous vehicle, is set to begin in April, with vehicles rolling off the line every 10 seconds—four times faster than Model Y production. The Cybercab features a slight redesign but retains its pedal- and steering wheel-free design. By then, Tesla's Robotaxi platform will cover most major U.S. cities, expanding next to Miami, Dallas, Phoenix, and Las Vegas.
A refreshed version of the Semi truck will enter mass production in 2026, incorporating a new light bar, increased payload capacity, 15% greater efficiency at 1.7 kWh per mile, and charging speeds up to 1.2 MW at V4 Supercharger stations.
The new Roadster's full reveal is scheduled for April 1, 2026, with release in 2027. A demo is planned for this year, showcasing features Musk described as enabling the supercar to "fly."
Optimus 3 humanoid robot mass production starts in 2026, beginning with one million units at the Fremont factory, followed by a line for 10 million at Giga Texas. Musk noted accelerating plans due to competition from Chinese firms like XPeng, stating, "Tesla and Chinese companies will dominate the market."
To support Cybercab and Optimus, Tesla's lithium refinery will become operational next year with 50 GWh capacity. On AI chips, Musk said supplier production falls short even in best-case scenarios, prompting consideration of a "Tesla terafab"—a gigantic foundry. He remarked, "It’s not just a new chapter for Tesla, it’s a new book. And that new book is massively increasing vehicle production and ramping up Optimus production faster than anything’s ever been ramped up before in human history. Even when we extrapolate the best-case scenario for chip production from our suppliers, it’s still not enough. So I think we may have to do a Tesla terafab. It’s like giga, but way bigger."
The AI5 chip enters production in about a year, offering 50 times the performance of AI4, manufactured by Samsung and TSMC. AI6 will be produced solely by Samsung at its Texas foundry, with Tesla's own facility handling AI7 and AI8.
Musk also indicated considering Intel as a chip partner to meet AI ambitions requiring a "gigantic" semiconductor plant.