Tesla Targets 10 Million Optimus Robots Annually as AI Capex Hits $25B
[Tesla](/companies/tesla-optimus) has announced ambitious plans to produce 10 million Optimus [humanoid robots](/glossary/humanoid-robot) annually at Gigafactory Texas, according to its first-quarter 2026 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.
The company has tripled its capital expenditures to $25 billion in 2026 to fund its AI and robotics initiatives. [Tesla](/companies/tesla-optimus) 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](/companies/tesla-optimus) targets 1 million robots per year from Shanghai, leveraging the factory's track record of hitting production targets in weeks rather than months.
Elon Musk has stated that Optimus will enter production this summer and start being useful outside [Tesla](/companies/tesla-optimus) next year. The company believes humanoid robots could eventually represent 80% of Tesla's future value.
