13 stories on Tesla since May 1, 2026, newest first, with 1 funding round from the tracker.
Tesla Optimus starts high-volume production in Fremont with its first production-quality robots. The move shifts scrutiny to uptime and cost.
Humanoid robots trail deployment promises by years, MIT Tech Review reports, as China ships 10,000 units to Tesla's zero commercial sales.
Tesla cut AI5 memory 50% to 72GB and AI6 by 33% to 144GB, prioritizing Optimus production volume over raw compute performance in any individual unit.
Tesla secures $30 billion in credit lines from Citibank and Wells Fargo to fund mass production of Optimus robots and Cybercab robotaxis beginning in 2027.
BYD's Xiao Di debuts in Zhengzhou at 1.61m tall, translating 12 languages, while Tesla Optimus pushes consumer availability to late 2027.
Tesla and SpaceX launch Terafab in Texas with $16.8B initial spend, targeting the edge-inference chips that power Optimus robots and Cybercabs.
BYD's Xiao Di humanoid stands 1.61 meters tall, translates six languages in real time, and will staff every BYD Di Space showroom worldwide.
Tesla has ended Model S production at Fremont to convert the line for Optimus Gen 3, targeting late summer production start with 10,000 unique parts.
OpenAI is launching a robotics division to build humanoids for skilled labor, reviving its robot team after five years and challenging Tesla's Optimus.
Tesla ended Model S/X production in May 2026, converting Fremont to Optimus humanoid manufacturing targeting 1 million robots per year.
Tesla ends Model S/X production in May 2026, converting Fremont to manufacture Optimus V3 humanoid robots targeting 1 million units per year by late 2026.
Tesla buried a $2 billion AI hardware acquisition in a single sentence in its Q1 2026 10-Q filing, never mentioning it to investors on its earnings call.
China controls 90% of global humanoid robot sales and just dropped a full humanoid to $4,900, and the US hasn't found an answer yet.