Tesla (TSLA) is preparing 10 million robots per year at Gigafactory Texas

[Paco Dennis]

Texas, the first state with no people.

In addition to financial figures, Tesla’s (TSLA) latest earnings report also brought details about the company's plans for the coming months and years. This includes a strong push into robotics, with Tesla estimating that it’ll eventually be able to produce 10 million Optimus robots per-year at its Texas Gigafactory.

The news came from page 6 of Tesla’s Q1 2026 earnings presentation. In it, the company talks about its plans to produce the much-talked-about Optimus robots.

Source: Tesla
Preparations for our first large-scale Optimus factory will begin shortly in Q2. The first generation line, designed for 1 million robots a year, will replace the Model S and Model X lines in Fremont. We are also preparing Gigafactory Texas for the second-generation line, which is being designed for long-term annual production capacity of 10 million robots.

Time will tell if Tesla is ever able to manufacture 10 million Optimus robots in a year. For now, the company’s stock is benefiting from a beat on both revenue and EPS in the latest quarter.

https://www.shacknews.com/article/148811/tesla-tsla-producing-10-million-robots-annually

 

[bobcat]

Well, I think Telsa has been able to achieve remarkable things, and they deserve credit for that.
I also have to remind myself that this is classic Tesla: Announce a massive future production target - build investor excitement - figure out feasibility later. They are claiming Tesla will produce 16× the entire global market, every year, from one factory.

I'm not sure who's going to be buying 10 million robots per year, and at what price, and for what tasks, and what could possibly go wrong. Many lofty ambitions and projections fall way short of estimations. I think it's normally much easier when it's already a produced product with a known market. For instance, Hoover may estimate pretty closely how many vacuums they will sell next year because they have been doing it for decades and can track past sales trends.

I don't mean to say these projections are lies. I think they are just visionary statements to let investors know that they will be a big player in the game. The estimates aren't grounded in reality, just hopeful possibilities. That being said, I think I get the intended humor in your post that at the projected rate, robots would quickly outnumber the people in Texas. That's an amusing thought. I'm picturing 30 million robots riding around in cowboy hats, and herding cattle. That's a front row seat I would pay for.

 

[QuietByNature]

What could go wrong

 

[Murrmurr]

@bobcat

"Hoover may estimate pretty closely how many vacuums they will sell next year because they have been doing it for decades and can track past sales trends."

And Dyson almost killed them with a whole new way to vacuum. Hoover is still feeling the pain from that innovation, and the minute Dyson's patent expired, every vacuum-maker adopted it. (as far as I know)


Musk does dream, but he'll dedicate months and even years to researching his ideas for practicality, desirability, costs, etc., and he's already connected with eager buyers and investors. Like you, I wish him well on this one.