Tesla plans to build 10 million Optimus humanoid robots per year at Gigafactory Texas, according to its first-quarter earnings report. The second-generation production line is designed for long-term annual capacity of 10 million robots, while the first-generation line at Fremont targets 1 million units annually.
Tesla increased its capital expenditures to $25 billion in 2026, three times higher than previous years, to fund its AI and robotics initiatives. The company discontinued its Model S and Model X production lines to free up capacity for Optimus manufacturing.
Shanghai Gigafactory will play a central role in scaling Optimus mass production, with Gen 3 volume production planned before the end of 2026. Tesla targets 1 million robots per year from Shanghai, leveraging the factorys track record of hitting production targets in weeks rather than months.
Pudu Robotics Raises $150M for Industrial Expansion
Pudu Robotics raised nearly $150 million in April 2026 to expand into industrial applications. The Chinese company founded in 2016 offers robots for service delivery, commercial cleaning, industrial delivery, and general embodied AI. Pudu added industrial robots to its portfolio in 2024 with the PUDU T300 mobile robot designed for tight aisles and heavy payloads.
