Tesla is converting Fremont factory space that built Model S and Model X into capacity for Optimus, its general-purpose humanoid robot. In early July 2026, company channels showed the old S and X assembly line coming down and an Optimus line already on the Fremont floor. The shift matches a plan Tesla laid out in January: end S and X production and put that space toward Optimus.
The conversion plan
On Tesla's fourth-quarter 2025 earnings call on January 28, 2026, CEO Elon Musk said the company would wind down and stop Model S and Model X production in the following quarter. He said the Fremont space for those cars would become an Optimus factory. The long-term goal he stated for that space was about 1 million Optimus units a year. Musk also said Optimus needs a new supply chain, so the ramp would take longer than for products that reuse existing parts networks.
Tesla's Q4 and FY 2025 Update points the same way. The company said it was preparing the first production line, with start of production planned before the end of 2026 and eventual planned capacity of 1 million robots per year. Gen 3 Optimus is described as the first design meant for mass production. California Optimus is listed under manufacturing as Construction, without an installed capacity number. Tesla also said first-generation Optimus lines were being installed ahead of volume production.
What is visible at Fremont
On July 10, 2026, Tesla Manufacturing (@gigafactories) posted video of the original Model S and Model X assembly line being taken down. The caption said the decommissioning took 46 days.
On July 1, Musk posted a photo with the line "Walking the Optimus production line in Fremont". The same day he said early Optimus production would be extremely slow because everything is new — and that it is not like making a car.
A larger Gen 3 line was already on the public roadmap before the S and X teardown. On November 6, 2025, @Tesla said a pilot Optimus line was running at Fremont and that a significantly larger Gen 3 line was coming in 2026. The company said it was testing Optimus in factories and offices. It also stated a goal of $20,000 COGS per robot at scale — cost of goods sold, not a consumer list price.
Fremont is not being emptied of car work in the materials that cover this shift. Tesla's January capacity table still listed California Model 3 and Model Y separately from Model S and Model X. The conversion story is the S and X floor space, not a plant shutdown.
What is not public yet
Optimus remains in development as a volume product. Tesla has shown pilot work, line construction and planned capacity. It has not opened a general consumer path for households to order and receive a home Optimus today.
As of July 13, 2026, Tesla has not published a firm weekly or monthly Optimus output rate for Fremont. It also has not set public calendar dates for first limited production from the converted S and X space. Some secondary coverage has floated start windows; those dates are not confirmed on Tesla's company channels above.
Tesla also has not published a consumer home price, deposit program or household delivery schedule for Optimus.
Go deeper
- Tesla Q4 and FY 2025 Update (PDF) — Optimus construction status, Gen 3 language and 1 million/year planned capacity
- Tesla Manufacturing decommissioning post on X (July 10, 2026) — Model S and X line teardown video
- Elon Musk on walking the Optimus line in Fremont (July 1, 2026)
- Tesla on Optimus pilot line, Gen 3 and COGS goal (November 6, 2025)
- How Robots Work at Home and Robot — technical depth on home robots
