The company announced the halting of Model S and X vehicle productions at their Bay Area factory, opening up new manufacturing space for their newest version of their humanoid robot, the Optimus Gen 3

Tesla just wrapped up its earnings call for the 2025 fiscal year, in which it recorded that its year-on-year profits dropped by nearly half. Its GAAP net income came to US$3.8 billion, down from $7.1 billion in 2024,

Elon Musk admitted on Tesla’s Q4 2025 earnings call today that the company doesn’t have any Optimus robots doing

Humanoid robots have long been a punchline, from clumsy factory demos to viral clips of machines tripping over cables. Tesla’s Optimus project arrived in that context, easy to mock and easier to dismiss as a distraction from electric cars.

In a move that would have sounded unthinkable just a few years ago, reports and industry chatter are pointing to

When Tesla demonstrated its humanoid robot Optimus at its autopilot technology showcase in Miami in early December 2025, it was a sensation, but not for the reasons the company hoped. Recorded at the company's "Autonomy Visualized" show, a leaked video ...

A quiet reveal hints that Tesla may have a new kind of rival, and it’s not just on four wheels. A surprise entrant is closing the gap between robotics and reality, pushing into Tesla's lane. The robot's maker touts its lifelike design and self-contained AI.

Tesla plans to take the Model S/X production space in Fremont and convert it into an Optimus factory, targeting 1M units/year in that footprint. Read more here.

Humanoid robot companies employ armies of human operators to train their machines by doing tasks like squatting and washing dishes.