45 articles · Last covered
Chinese supply chain reports suggest Tesla has placed bulk component orders for roughly 5,000 Optimus units, fueling speculation about the humanoid robot’s path to commercial scale.
With the formal inclusion of Intel, Tesla’s Austin "Terafab" project aims to verticalize semiconductor production to a degree never before seen, targeting 1 terawatt of annual compute to support billions of humanoid robots and a burgeoning space-based AI infrastructure.
Despite promising a Q1 2026 unveiling for its "production-intent" humanoid, Tesla concludes the quarter with a serving stint at the Tesla Diner and an admission from Elon Musk that the robot is not yet ready for its close-up.
A newly surfaced team photo reveals a sleek, all-black humanoid figure, intensifying speculation about Tesla's upcoming Optimus Gen 3 while Director Konstantinos Laskaris issues a highly technical call for engineering talent.
A new recruitment video from Tesla offers a hint of the aesthetic details of the upcoming Optimus Gen 3, while a surge in job postings confirms the company's aggressive pivot toward 1-million-unit annual production.
At the 2026 ScaledML Conference, Tesla’s VP of AI Software detailed the company’s end-to-end autonomy strategy, revealing how driverless taxis in Austin and humanoid robots in Fremont share a single generative "world simulator."
Elon Musk describes the recursive "supernova" of humanoid robotics, the necessity of orbital AI data centers, and the development of "Terafabs" to overcome Earth’s hardware bottlenecks.
During Tesla’s Q4 2025 earnings call, Elon Musk announced the end of the Model S and X programs, pivoting the company toward a massive $20 billion capital expenditure year focused on humanoid production and "amazing abundance."
Tesla’s Q4 2025 shareholder deck marks a historic shift for the company, officially including the Optimus production line in its manufacturing capacity table for the first time as the 'Gen 3' mass-production prototype nears its Q1 reveal.
At the World Economic Forum, Elon Musk detailed a future where humanoid robots outnumber humans, while cautioning that the initial production ramp for Tesla’s Optimus will be "agonizingly slow."
A viral video of an Optimus robot collapsing at a Miami event serves as a stark reminder of the risks inherent in teleoperated, rigid humanoids.
A new video from Tesla shows Optimus sprinting in the lab. While official specs remain unreleased, community analysis suggests the robot may have reached speeds of 8.5 mph, placing it among the fastest humanoids in development.
