AI illustration: Fremont S/X lines become an Optimus factory making 1M robots/year
TeslaRobots
Pending

Fremont S/X lines become an Optimus factory making 1M robots/year

“We are going to take the Model S and X production space in our Fremont factory and convert that into an Optimus factory with a long-term goal of having a million units a year. I'm confident that we'll get to a million units a year in Fremont of Optimus 3.”
— Elon Musk · Jan 28, 2026 · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
The fine print

Related to existing entry #101 (1M-unit Optimus line by end of 2026) but this is a new, Fremont-specific claim. No explicit deadline on the 1M/year rate itself.

The Progression

Jan 28, 2026
The promise: “We are going to take the Model S and X production space in our Fremont factory and convert that into an Optimus factory with a long-term goal of having a million units a year. I'm confident that we'll get to a million units a year in Fremont of Optimus 3.” · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
Today · Jul 16, 2026
Status: Pending · no deadline given. Still waiting.

Musk paired the Model S/X shutdown with a pledge to convert Fremont into a humanoid-robot factory with eventual capacity of one million Optimus units per year, with volume production targeted to begin before the end of 2026. It is the concrete factory-level commitment behind his claim that Optimus becomes Tesla's biggest business.

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LAST CHECKED 2026-06-22

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called JAN 2025197 days past due
← Model S and X production ends next quarter (Q2 2026) Optimus V3 unveiled within a few months (mid-2026) →
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