About
Tesla is an American electric vehicle and energy company listed on NASDAQ. Through its Optimus programme, it is developing a general-purpose humanoid robot for internal factory use and eventual commercial sale. Optimus shares its AI architecture with Tesla's Full Self-Driving system and is manufactured at Fremont, California. As of Q4 2025, units are deployed internally for data collection and learning tasks, not productive work. According to Tesla.
- Deployed Optimus Gen 2 internally at Fremont and Giga Texas from 2024 for data collection tasks. On the Q4 2025 earnings call in January 2026, Musk stated units are 'primarily for learning, not productive tasks' — the first detailed public accounting of the programme's actual state. According to Tesla.
- Began Gen 3 mass production at Fremont in January 2026, with Fremont assembly lines repurposed for Optimus production in Q2 2026. According to Tesla.
- Taped out the AI5 chip on April 15, 2026. Musk stated it delivers approximately 8× the compute of AI4, with Optimus and Tesla's supercomputer clusters receiving the first allocation ahead of vehicles. According to Tesla.
- Targeted limited external B2B commercial sales for late 2026, with consumer sales targeted for end of 2027 at a stated price of $20,000–$30,000. According to Elon Musk, Davos, January 2026. No sales confirmed as of July 2026.
Company Details
| Type | Public |
|---|---|
| Funding Status | Listed on NASDAQ |
| Total Funding | $13B+ |
| Employees | 100,000+ |
Software Ecosystem
| AI / Model Approach | Single end-to-end neural network for all behaviors — same architecture as FSD v12. Grok (xAI) integration for voice interaction and high-level reasoning. Digital Optimus (announced March 2026) — joint Tesla/xAI software agent for computer-based knowledge work, separate from the physical robot. According to Tesla and Elon Musk. |
|---|---|
| Training Methodology | First-person video demonstrations of human tasks processed through Cortex supercluster (67,000+ H100-equivalent GPUs at Giga Texas). Synthetic data via "Digital Dreams" video generation AI. Neural world simulator confirmed by Tesla AI VP Ashok Elluswamy, November 2025 — same simulator used for FSD training. Factory data collection from live Optimus units in Fremont and Austin. |
| Developer Access | No public SDK or developer program as of July 2026. Optimus is not commercially available to third parties. Enterprise SDK reported as a target for Q4 2026 — not yet confirmed. |
| Third-Party Integrations | xAI Grok integration confirmed. No other third-party integrations disclosed. |
Humanoids (1)
Our Coverage
Last updated 04 Jul 2026