Tesla boosts Optimus production tenfold but struggles to scale reliably

  • Tesla increased Optimus output from dozens of weekly units to several hundred.
  • Tesla shares fell about 2% to roughly $368.81 on Thursday.
  • Tesla plans initial commercial Optimus deployments through leasing rather than direct sales.

Tesla shares fell about 2% to roughly $368.81 on Thursday as new details highlighted manufacturing obstacles facing its Optimus humanoid robot program. Output at Fremont has risen from dozens of units a week in the second quarter to several hundred, but intricate hand assembly, supply-chain constraints and malfunctioning automated equipment are impeding Tesla's push toward 1,000 robots a week. The current Optimus V3 model, trained on more than 500,000 hours of real-world operational data, remains limited to supervised tasks in Palo Alto testing sites and factories. Tesla plans initial commercial deployments through leasing, allowing it to recover machines for hardware upgrades and retain access to factory data, while Musk has indicated direct sales could begin by the end of 2027. Tesla has also placed Optimus component orders with suppliers in Ningbo as it develops a dedicated production facility at Gigafactory Texas and prepares Fremont for high-volume assembly.

The information on this website is generated using AI and we cannot guarantee its accuracy. Please use it as reference information only.