Tesla starts Optimus mass production at Fremont factory; Musk says 20,000 units per week is about a year away

Tesla's Q3 2026 financial report shows that production of the Optimus humanoid robot has begun on the high-volume production line at the Fremont factory, with the robots rolling off the line being the first Optimus units to meet mass-production standards. On the earnings call, Musk said reaching a capacity of 20,000 units per week will take at least another year or longer, with roughly 10,000 details still to be tuned; he also plans to complete AI5 chip integration by April next year and expects to resolve remaining design, reliability, and service-life issues before supplying the robot externally by the end of 2027.