Physical AI News (Japan)

Physical AI, robotics and compute — reported from Japan.

日本語
· Product launches· 日本語で読む

Report: Tesla to convert part of Fremont factory to produce Optimus humanoid robots

Tesla was reported to be redirecting part of its Fremont factory to produce Optimus humanoid robots.

What happened

According to a Yahoo Finance report, Tesla will convert part of its Fremont factory to produce Optimus humanoid robots, with a goal of producing up to 1 million units annually. CEO Elon Musk has outlined a long-term growth strategy centered on Optimus.

Why it matters

Tesla was reported to be redirecting part of its Fremont factory to produce Optimus humanoid robots, with a goal of producing up to 1 million units annually. The report offers a concrete way to gauge how much factory equipment and production capacity intended for automobiles may be used for the company's robotics business, and to understand changes in its business priorities.

Sources

Translated from the Japanese original: /news/tesla-optimus-gen-3-de-2026-nen-ni-ningen-reberu-no-shuujuku-9d02a1. The Japanese version is authoritative if they differ.