Tesla ends Model S, X
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Gigafactory Texas to build Tesla robots at far higher volume than California
Tesla is quietly redrawing the map of humanoid robotics, shifting the center of gravity from California to Texas. The company is preparing Gigafactory Texas to build its Optimus robots at volumes that dwarf anything planned on the West Coast,
Fremont production will pivot from cars to Optimus humanoid robots, while Musk says he’s “hoping to debut” the Roadster in April.
Elon Musk is accelerating the development of Optimus humanoid robots, aiming for mass production to begin by late 2026. To facilitate this, Tesla will halt production of Model S and Model X SUVs, reallocating resources for robot assembly.
Tesla Inc. is facing a difficult road ahead after deliveries of its fully electric vehicles declined for a second year in a row and were overtaken by Chinese rival BYD Co. on an annual basis for the first time.