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Optimus renders labeled gen3 first appeared in Tesla’s Android app on August 27, a four-build comparison shows. Higher-resolution versions arrived September 5, but the assets do not confirm final hardware or a working robot interface.
Reports point to a new round of Optimus supplier inspections in Ningbo, while company representatives confirm ongoing robotics work but stop short of verifying the latest visits.
A new drone update shows steel and concrete work advancing at Tesla’s Texas robot factory, while production timing remains less certain than the construction progress.
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.
