Tesla

Joe Tegtmeyer’s latest Giga Texas update details advancing steelwork and upper-floor concrete at the Optimus factory, with substantial construction still ahead.

Tesla cut AI5 memory to 72GB and AI6 to 144GB, Musk says, citing Optimus supply needs and lower costs while keeping bandwidth unchanged.

The Information reports a roughly tenfold Optimus production increase, but says current V3 units are not the final customer version and details hardware, supplier and AI challenges.

Optimus renders labeled gen3 first appeared in Tesla’s Android app on August 27, a four-build comparison shows. Higher-resolution versions arrived September 5, but the assets do not confirm final hardware or a working robot interface.

July reporting described plans for Grünheide workers to wear cameras for Optimus training. A new post revives the story, but the program’s current scale remains unclear.

Tesla’s reported supplier audits put Ningbo’s automotive expertise in focus, as Georg Stieler highlights the Yangtze River Delta’s role in humanoid robotics.

A decompilation of Tesla app 4.61.0 identifies Optimus charger IDs and an energy-site entry, suggesting software preparation without confirming a consumer launch.

Reports point to a new round of Optimus supplier inspections in Ningbo, while company representatives confirm ongoing robotics work but stop short of verifying the latest visits.

A new drone update shows steel and concrete work advancing at Tesla’s Texas robot factory, while production timing remains less certain than the construction progress.

Chinese supply chain reports suggest Tesla has placed bulk component orders for roughly 5,000 Optimus units, fueling speculation about the humanoid robot’s path to commercial scale.

With the formal inclusion of Intel, Tesla’s Austin "Terafab" project aims to verticalize semiconductor production to a degree never before seen, targeting 1 terawatt of annual compute to support billions of humanoid robots and a burgeoning space-based AI infrastructure.

Despite promising a Q1 2026 unveiling for its "production-intent" humanoid, Tesla concludes the quarter with a serving stint at the Tesla Diner and an admission from Elon Musk that the robot is not yet ready for its close-up.

A newly surfaced team photo reveals a sleek, all-black humanoid figure, intensifying speculation about Tesla's upcoming Optimus Gen 3 while Director Konstantinos Laskaris issues a highly technical call for engineering talent.

A new recruitment video from Tesla offers a hint of the aesthetic details of the upcoming Optimus Gen 3, while a surge in job postings confirms the company's aggressive pivot toward 1-million-unit annual production.

At the 2026 ScaledML Conference, Tesla’s VP of AI Software detailed the company’s end-to-end autonomy strategy, revealing how driverless taxis in Austin and humanoid robots in Fremont share a single generative "world simulator."

Elon Musk describes the recursive "supernova" of humanoid robotics, the necessity of orbital AI data centers, and the development of "Terafabs" to overcome Earth’s hardware bottlenecks.

During Tesla’s Q4 2025 earnings call, Elon Musk announced the end of the Model S and X programs, pivoting the company toward a massive $20 billion capital expenditure year focused on humanoid production and "amazing abundance."

Tesla’s Q4 2025 shareholder deck marks a historic shift for the company, officially including the Optimus production line in its manufacturing capacity table for the first time as the 'Gen 3' mass-production prototype nears its Q1 reveal.

In a major industry shift, Milan Kovac—the engineer who helped birth Tesla’s Optimus—has moved to Boston Dynamics. The hire signals a decisive pivot for Hyundai’s robotics firm as it transitions from viral research to industrial scale.

At the World Economic Forum, Elon Musk detailed a future where humanoid robots outnumber humans, while cautioning that the initial production ramp for Tesla’s Optimus will be "agonizingly slow."

A viral video of an Optimus robot collapsing at a Miami event serves as a stark reminder of the risks inherent in teleoperated, rigid humanoids.

A new video from Tesla shows Optimus sprinting in the lab. While official specs remain unreleased, community analysis suggests the robot may have reached speeds of 8.5 mph, placing it among the fastest humanoids in development.

Yilun Chen, a former researcher at Apple and Uber ATG, has joined the Tesla Optimus team as a Staff Robotics Engineer. His viral announcement offers a counter-narrative to recent reports of talent migration away from the EV giant.

As Sunday Robotics emerges from stealth, a wave of senior engineers from Tesla's Autopilot and Optimus teams have confirmed their defection, citing a desire to return to the rapid innovation culture of early autonomy.