Giga Texas builds 10M‑unit Optimus factory
- Tesla said on April 22 that it will start preparing a large-scale Optimus factory in Fremont in the second quarter, while also showing “Optimus factory site preparation” underway at Gigafactory Texas. - Tesla’s first Fremont line is designed for 1 million robots a year, and outside reporting tied Travis County filings to a 5.2 million-square-foot north-campus buildout targeting 10 million units annually. - The Texas project would extend Tesla’s Austin campus beyond cars, batteries and trucks into humanoid-robot manufacturing as capital spending rises in 2026. (electrek.co)
Tesla used its April 22 quarterly update to show “Optimus factory site preparation” at Gigafactory Texas while saying a large-scale robot factory in Fremont will begin preparations in the second quarter. (tesla.com) (ir.tesla.com) The official filing is specific about Fremont: Tesla said the first-generation Optimus line is designed for 1 million robots a year and will replace the Model S and Model X lines. (tesla.com) Tesla’s investor materials did not spell out a Texas production number in the excerpted filing, but the company’s photo labeled a tract north of the Austin factory for Optimus site work. (tesla.com) The 10 million-unit figure comes from outside reporting tied to local filings and Tesla-focused coverage of the north-campus expansion. Electrek reported in March that Tesla filed Travis County plans for more than 5.2 million square feet of added building space at Giga Texas. (electrek.co) (therobotreport.com) The Robot Report, citing Tesla’s latest disclosures and buildout plans, said the Texas facility is being targeted for a long-term capacity of 10 million robots per year. (therobotreport.com) That would make Austin more than a vehicle plant. Giga Texas already builds the Model Y and Cybertruck, and Tesla said in the same quarter that it is also preparing production lines for Megapack 3, Cybercab and the Tesla Semi. (tesla.com) The robot push is landing as Tesla lifts spending. The company said it is making “the necessary investments” across vehicles, energy and artificial intelligence, and outside summaries of the earnings call said management expects negative free cash flow for the rest of 2026 as those ramps continue. (tesla.com) (finance.yahoo.com) There is still a gap between site work and output. Tesla has not publicly released a detailed Texas robot-factory timeline in its investor letter, while call coverage from April 22 said Optimus production in Fremont is slated for late July or August 2026 and a second dedicated Texas factory is expected to start in summer 2027. (electrek.co) (finance.yahoo.com) For now, the clearest confirmed shift is that Tesla has moved Optimus from demo-stage rhetoric to named factory lines, site preparation and a Fremont conversion plan measured in million-unit capacity. (tesla.com)
