Tesla confirms Optimus production starting late July at Fremont on former Model S/X line

During Tesla’s Q1 2026 earnings call today, CEO Elon Musk confirmed that Optimus robot production will begin at Fremont in late July or August — just four months after the last Model S and X roll off the line in early May.

Musk warned, however, that initial output will be “quite slow,” calling it “literally impossible to predict” the production rate this year given Optimus has 10,000 unique parts across an entirely new production line.

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