Tesla Inc. has updated its production line in Fremont, California, to produce Optimus humanoid robots. The production line was previously used for the Model S and Model X vehicles, which have been sunsetted.
Elon Musk Visits Optimus Production Line
Elon Musk, CEO of Tesla, shared a picture of himself with Tesla employees at the Fremont facility on the social media platform X. The caption of the post said, “Walking the Optimus production line in Fremont.”
Production Targets
During Tesla’s fourth-quarter 2025 earnings call, Musk shared that the company is targeting the production of a million units of the Optimus robot.
Optimus Production Line Details
Lars Moravy, Tesla’s VP of Vehicle Engineering, shared that the company’s first production line has landed at the facility and Tesla has begun its installation process. Moravy also touted the line’s “modular” design, stating that Optimus is smaller than a car, making the bring-up process quicker. He added that the Optimus production would have 40 lines due to the number of “actuators” and intricate designs of the limbs, torso, and more.
Autonomous Vehicle Capabilities
Moravy also shared that Tesla vehicles could now “drive themselves from the end of line to the logistics yard.” The vehicles go over a “bump, squeak, and rattle track” and listen for noises and cracks to document and let the facility know what would need to be fixed. This system is called “Full-Self Hearing,” which utilizes the car’s in-built microphones but requires some training and human intervention.
Delivery Predictions
Investor Gary Black of The Future Fund LLC predicted that Tesla would deliver close to 410,000 units in the second quarter of the year, which demonstrates a 7% YoY surge and exceeds market expectations of 406,000 units. Ross Gerber of Gerber Kawasaki also said that the EV giant had a “solid” quarter after predicting sales would rise following the gas price surge due to the Iran war.
Price Action
Tesla shares were up 1.65% to $418.62 during pre-market trading on Wednesday.
Market Analysis
According to market rankings, Tesla offers satisfactory Momentum and Quality. It also offers a favorable price trend in the Short, Medium, and Long term.