Bay Area Tesla factory will build humanoid robots instead of Model S, X vehicles

In the Q4 earnings call for Tesla, Elon Musk said the Fremont factory would stop production of Model S and X vehicles, and instead, it will pivot to producing Optimus robots.

Citing 'Geopolitical Risk,' Elon Musk Reiterates Tesla's 'TeraFab' Chip-Building Effort Amid AI Push

CEO Elon Musk has shared that the company would need to scale up its "TeraFab" in-house chip-building efforts amid an AI push during its earnings call. Chips Are The ‘Limiting Factor' For Tesla's Growth On Wednesday,
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Musk says Tesla needs to build its own chip factory to avoid constraints and secure future AI growth

Tesla considers building "Terafab" chip factory to meet AI demands, targeting AI5 and future chips, citing supply and geopolitical risks.

Tesla to kill off Model S and X vehicles, convert California factory to build robots

Elon Musk says Tesla will stop making its Model S and X vehicles and convert its California factory to produce Optimus humanoid robots.
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Tesla Quietly Starts Building Model Y With Its Controversial 4680 Cells Again

Tesla revealed during the Q4 2025 earnings call that it again uses its failed 4680 cells in the Model Y's battery packs, surprising unsuspecting customers

Tesla sees first annual revenue drop as it shifts to AI and robots

Tesla also announced plans to end production of its Model S and Model X vehicles. It will now use the manufacturing plant in California that made those cars to produce its line of humanoid robots - known as Optimus.

Tesla’s Model S, Soon to Be History, Changed the Auto Industry

The company’s chief executive, Elon Musk, said this week that it would stop making the car, an electric pioneer in 2012, as well as the Model X.