Musk discloses Optimus production progress: Fremont planned for annual capacity of 1 million units, external deliveries by end of 2027

Tesla confirmed on its Q3 2026 earnings call that Optimus has begun production on a high-volume line at its Fremont, California factory; the dedicated line is planned for annual capacity of 1 million units, and a second line at the Texas Gigafactory has a long-term design annual capacity of 10 million units.