Tesla begins production of Optimus humanoid robot at Fremont factory
Tesla announced that its Fremont plant has started early‑stage production of the Optimus humanoid robot, marking the first time production‑quality units have rolled off the line. The rollout comes as the company reported third‑quarter revenue of $28.04 billion and a 43% decline in net income to $787 million, driven by higher AI and robotics spending. Tesla said the Fremont line is in an “early ramp” phase and aims for a weekly output of about 20,000 units within a year, while Texas Instruments disclosed that each robot could contain $500‑$1,000 of its chips.
Why it matters
The start of Optimus production adds a new cost center that compressed Q3 profit, signaling higher cash burn for Tesla’s robotics push. If Tesla reaches its target output, Texas Instruments could see $500 million‑$1 billion of annual revenue from robot chip content, affecting its quarterly guidance.
Key facts
- 1Tesla began early production of the Optimus robot at its Fremont factory. techcrunch.com
- 2Third‑quarter revenue was $28.04 billion. techcrunch.com
- 3Net income fell 43% year‑over‑year to $787 million. techcrunch.com
- 4Tesla’s Fremont line is listed as “Early Ramp” with no disclosed unit volumes. 247wallst.com
- 5Elon Musk said reaching an annualized rate of 20,000 units per week would likely take at least a year. 247wallst.com
- 6Texas Instruments said chip content per humanoid robot ranges from $500 to $1,000. 247wallst.com
Summary written by AlphAI AI Desk from 4 of 4 sources. Not investment advice. Figures are as stated by the linked sources.