Illustration of Tesla's redesigned Optimus V3 robot in a Chinese factory, teased on Weibo for imminent unveiling amid mass production plans.
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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.

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."

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X discussions highlight excitement for Tesla China's Weibo tease of the imminent Optimus V3 unveiling, emphasizing its redesign from first principles, human observation learning, and 1 million annual production target. Enthusiasts speculate on Chinese mass production starting soon, while some express skepticism over the vague 'imminent' timeline. Analysts underscore substantial revenue potential.

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Photorealistic scene of Tesla Optimus robot assembly at Giga Texas, with production lines, workers, and Elon Musk overseeing high-volume manufacturing.
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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.

Tesla has opened roughly 110 job listings for its Optimus humanoid robot program, signaling aggressive staffing as production nears. The company is preparing to unveil a production-intent prototype in early 2026. Elon Musk shared detailed timelines during the Q3 2025 earnings call, highlighting advancements in the robot's design.

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Angel investor Jason Calacanis shared glowing impressions of Tesla's upcoming Optimus V3 humanoid robot after a private visit to the company's lab with Elon Musk. He predicted the robot would overshadow Tesla's automotive legacy, calling it the most transformative product in history. Musk responded affirmatively to the comments on X.

During Tesla's third-quarter earnings call on October 2025, CEO Elon Musk highlighted the company's Optimus humanoid robot as potentially its biggest product ever, stating it could account for 80% of Tesla's value. Despite mixed financial results with record vehicle sales but declining profitability, Musk described Optimus as an 'infinite money glitch' at scale. He also expressed a need for strong influence over what he called a 'robot army' to proceed with development.

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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.

During Tesla's Q3 2025 earnings call, CEO Elon Musk described the company's Optimus humanoid robot as an 'incredible surgeon' capable of driving unprecedented profits. He emphasized its potential to create a world without poverty through accessible medical care. Musk highlighted ongoing engineering challenges but expressed confidence in scaling production soon.

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Building on his announcement the previous day at the World Economic Forum in Davos, Elon Musk specified Tesla aims to sell Optimus humanoid robots to consumers by late 2026, subject to safety and reliability validation. With robots advancing in factories and leveraging Tesla's AI, this pivot underscores diversification as EV sales decline.

 

 

 

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