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JPMorgan Signals Further Delay for Tesla Optimus
A new JPMorgan note forecast that production of Tesla’s Optimus humanoid robot would begin “in the coming months,” with commercial sales in the second half of 2027.
What happened
Investor’s Business Daily reported on August 20, 2026, that a JPMorgan Chase note forecast production of Tesla’s Optimus humanoid robot would begin “in the coming months,” with commercial sales in the second half of 2027. Tesla’s previous plan called for production to begin this summer and sales as early as the end of 2026.
Sources
Translated from the Japanese original: /news/tesla-optimus-ryousan-kaishi-ha-kazu-ka-getsugo-nizure-komi-c76f40. The Japanese version is authoritative if they differ.