Earnings

Following its Q3 2025 earnings, Tesla has detailed its ambitious manufacturing plan for Optimus, targeting a production line capable of 1 million units annually. CEO Elon Musk also confirmed a 'production-intent' V3 prototype for Q1 2026 and stressed that a non-existent supply chain requires deep vertical integration.

Tesla's Q3 2025 update confirms 'first generation production lines' for its humanoid robot are being installed, while CEO Elon Musk teased a 'quite remarkable' Optimus V3 unveiling for Q1 2026.