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Figure AI Deploys 1,000 Humanoid Robots as Tesla Begins Optimus Production Ramp-Up

Tesla has begun manufacturing its Optimus humanoid robot at its California facility, targeting 20,000 units a week by late 2027, even as heavy AI investments drove a sharp decline in third-quarter earnings.

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Tesla has begun mass-producing its Optimus humanoid robots at its Fremont facility, initially deploying them for internal factory tasks.From: Tesla Starts Optimus Robot Production in Fremont as Quarterly Profit Drops 43%

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Tesla's third-quarter profit fell 43 percent as the company redirected capital toward artificial intelligence and the Optimus program.From: Tesla Starts Optimus Robot Production in Fremont as Quarterly Profit Drops 43% ·
Data from BMW's 11-month pilot program demonstrates the reliability of humanoid robots in structured industrial tasks.From: Figure AI Deploys 1,000 Humanoid Robots as Tesla Begins Optimus Production Ramp-Up ·
While Western startups are hitting key milestones, Chinese competitors are also scaling rapidly in domestic markets.From: Figure AI Deploys 1,000 Humanoid Robots as Tesla Begins Optimus Production Ramp-Up ·
The mass-produced units utilize custom-designed actuators and sensors, moving away from off-the-shelf robotics components.From: Tesla Starts Optimus Robot Production in Fremont as Quarterly Profit Drops 43% ·
Early production units are being deployed internally to test their durability and utility in real-world manufacturing environments.From: Tesla Starts Optimus Robot Production in Fremont as Quarterly Profit Drops 43% ·
Scaling production requires moving from bespoke prototype builds to repeatable assembly-line manufacturing.From: Figure AI Deploys 1,000 Humanoid Robots as Tesla Begins Optimus Production Ramp-Up ·

Timeline

October 2026

  1. Tesla Starts Optimus Robot Production in Fremont as Quarterly Profit Drops 43%

August 2026

  1. Figure AI Deploys 1,000 Humanoid Robots as Tesla Begins Optimus Production Ramp-Up