· Deployment & production· 日本語で読む
Tesla Nears Completion of Steelwork for Optimus Factory in Texas
humanoid.guide reported on September 19, 2026, that steelwork for Tesla’s Optimus factory in Texas is nearing completion.
What happened
humanoid.guide reported on September 19, 2026, that steelwork for Tesla’s Optimus factory in Texas is nearing completion. We have not been able to verify the information through primary sources, so please refer to the original source for details.
Why it matters
The fact that Tesla is developing a dedicated building for Optimus at Gigafactory Texas signals its intention to move humanoid robot mass production from the research and development stage to manufacturing. However, the contents of the facility have not been confirmed at this stage, and the scale of the factory does not necessarily indicate production capacity. Progress toward commercialization therefore needs to be assessed based on implementation progress toward the summer 2027 target.
Analysis
What stands out in this report is that Tesla is separating Optimus from the North Campus as a dedicated factory, rather than treating it as an adjunct to an automotive plant. The reported “near completion” refers to the building’s steelwork; it remains unclear whether equipment has been installed or testing systems are in place. Therefore, what can be gleaned at this point is only that the launch of a mass-production system is at the structural phase, not that manufacturing capacity has reached a particular level. A point raised in this newspaper’s related article, Tesla and Figure’s differing approaches to humanoid robot hand design spark debate, was that the value of humanoid robots depends significantly on the design of their hands and grasping mechanisms, not their overall form. This factory report does not contradict that design argument, but it shows that Tesla is at least planning a dedicated mass-production process at the factory level. In other words, connecting design differences to commercialization requires proceeding through the stages of building construction, equipment installation and ramp-up—not just prototyping. Meanwhile, the scale of the North Campus expansion, at more than 5.2 million square feet, is more naturally read as a large manufacturing site that includes related processes and support functions, rather than a standalone robot assembly building. However, the article does not specify which equipment will be installed or how far along installation is, so this should not be overinterpreted. There is still a gap between the company’s target of starting high-volume production in summer 2027 and the current progress on the steelwork. Equipment delivery, yield during ramp-up and actual production volumes will be the focus going forward. Please refer to the original source for details.
Sources
Translated from the Japanese original: /news/tesla-tekisasu-no-optimus-koujou-tekkotsu-kouji-ga-kanryou-m-e20174. The Japanese version is authoritative if they differ.