Tesla says Optimus production has begun on its Fremont high-volume lines, but gives no unit count or capacity

Tesla's third-quarter 2026 update, filed with the SEC on 21 October, says: “Optimus production began in Fremont on our high-volume lines.” It adds: “The bots coming off this line are the first production-quality bots that we have manufactured.”

Tesla says “we have proven that the current manufacturing process for Optimus is suitable for a commercial product”, and that it will keep iterating on the hardware and the manufacturing process. The outlook section repeats that production has begun for Tesla Semi in Nevada and for Optimus in Fremont.

The update's installed-capacity table has two Optimus rows. California is marked “Early Ramp” and Texas “Construction”, and both Optimus rows show a dash where a capacity figure would go. The update gives no unit count, no price and no delivery date for outside customers.

Tesla held its results webcast the same day. Reports of what Elon Musk said on the call about weekly production rates and deliveries to customers could not be opened from here (two outlets refused the request), so they are not repeated in this story. What the filing does show is that Tesla now describes Optimus as in production, without saying how many robots that means.

• Confirmed Tesla's Q3 update says Optimus production began in Fremont on its high-volume lines. Tesla, Q3 2026 Update (SEC 8-K, Exhibit 99.1)
• Confirmed The capacity table marks California Optimus “Early Ramp” and Texas Optimus “Construction”, with no capacity figure. Tesla, Q3 2026 Update (SEC 8-K, Exhibit 99.1)
• Claimed Tesla says it has proven that its current Optimus manufacturing process is suitable for a commercial product. Tesla, Q3 2026 Update (SEC 8-K, Exhibit 99.1)