Tesla targets shipping Optimus to customers by the end of 2027

A prototype of Tesla's Optimus robot.

CFOTO/Future Publishing via Getty Images Tesla has begun production of its humanoid robot, Optimus, in Fremont, California.

The company said the current manufacturing process is "suitable for a commercial product." Elon Musk has previously said scaling up Optimus production will be "agonizingly slow." Tesla has begun producing its long-awaited humanoid robot, Optimus, at its Fremont factory, the company said in its quarterly earnings report.

"The bots coming off this line are the first production-quality bots that we have manufactured," Tesla said.

The company will continue refining Optimus's hardware and manufacturing process, but added that it has "proven that the current manufacturing process for Optimus is suitable for a commercial product." Tesla did not say when Optimus would become commercially available.

Elon Musk previously tempered expectations about how quickly Tesla can scale up Optimus production , warning it would be "agonizingly slow." Tesla stopped producing the Model S and Model X at its Fremont, California, plant earlier this year to make room for an Optimus line designed to eventually produce a million robots a year.

A second line under construction in Austin is planned to have an annual capacity of 10 million robots.

Tesla is competing in a crowded humanoid market.

Agility Robotics, which plans to go public, has deployed its Digit robot across nine customer facilities, while Figure AI has announced deployments in logistics and distribution centers this year.

Sunday Robotics, 1X, and Weave Robotics are preparing to ship robots into homes this fall.

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