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Elon Musk
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Tesla delays external Optimus deliveries to late 2027
Elon Musk said on Tesla's Q3 2026 earnings call that the company will start delivering Optimus robots to external customers around the end of 2027. According to Musk, the hand, durability and AI architecture still need work before that date. Tesla has already started early Optimus production on its high-volume line in Fremont, where Model S and Model X were previously built. Musk said reaching the rate of about 20,000 units a week will take at least a year, possibly longer, because parts of the design are still changing.…
- External Optimus deliveries expected around the end of 2027, according to Musk.
- The Fremont line would reach about 20,000 units weekly in at least a year.
- Tesla plans to put its AI5 chip in Optimus around April 2027.
🔎 Why it matters: The Optimus external delivery timeline now points to late 2027, and Musk acknowledges that the hand, durability and AI remain unresolved. Tesla's Q3 shareholder letter describes the Fremont bots as 'the first production-quality bots that we have manufactured.'
📈 Upside: Tesla has already started early Optimus production on the Fremont high-volume line, with most of the line installed.
📉 Risk: The hand, durability and AI architecture remain unresolved, and Optimus timelines have slipped several times since 2024.
🤖 Editorial summary of the cited source, with AI-assisted analysis -- not HgYperDrive original reporting. The original source is linked above for verification. More on how this works: editorial policy →