Tesla Ending Models S and X Production, Converting Factory Lines to Make Optimus Robots
January 28th, 2026Via: CNBC:
Tesla CEO Elon Musk said on Wednesday that the automaker is ending production of its Model S and X vehicles, and will use the factory in Fremont, California, to build Optimus humanoid robots.
“It’s time to basically bring the Model S and X programs to an end with an honorable discharge,” Musk said on the company’s fourth-quarter earnings call. “If you’re interested in buying a Model S and X, now would be the time to order it.”
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Tesla is developing Optimus with the aim of someday selling it as a bipedal, intelligent robot capable of everything from factory work to babysitting. The company said in the release that it plans to unveil the third generation of Optimus this quarter, its “first design meant for mass production.”
Musk said on the call that Tesla is replacing its production line for S and X in Fremont “with a 1 million unit per year line of Optimus.”
“Because it is a completely new supply chain,” Musk said, “there’s really nothing from the existing supply chain that exists in Optimus.”
