
Tesla plans to rent its humanoid robot Optimus instead of selling it. While the production cost is aimed to be reduced to 20 thousand dollars, deliveries to external customers are expected to start at the end of 2027.
AI-generated summary
Tesla started Optimus production at its Fremont factory in October.
Elon Musk does not plan to sell the humanoid robot Tesla Optimus like a car. The company aims to reduce the production cost per robot from approximately 30 thousand dollars to 20 thousand dollars; However, this cost will not translate into a sales price that the customer will pay. Because Optimus will be leased, meaning that the company that takes the robot to its workplace will never own it.
Why Will Tesla Optimus Be Rented?
According to Musk's statement, the robots will not be transferred to buyers and will remain under the ownership of Tesla. However, the company did not detail the reason for this. Still, the rental model indicates that the robots will be deployed under Tesla's control. Therefore, customers will rent the robot instead of purchasing it.
Musk also spoke assertively about Optimus' efficiency. According to him, the robot will be able to exceed the performance of an average human by five times. However, this claim has not yet been confirmed by an independent test. Therefore, the figure in question should be read as Musk's expectation, not as a definitive result.
Production Started in Fremont
Tesla started Optimus production at its Fremont factory in October. For this purpose, the areas vacated by the dismantling of the Model S and Model X lines are used. Thus, the company allocates a part of an existing facility to robot production. The design capacity of the facility is 1 million robots per year, that is, approximately 20 thousand robots per week.
But reaching this volume will not be easy. The process will take at least a year. Therefore, the production rate is expected to increase gradually. Moreover, the figure given is a capacity target; In other words, it describes the upper limit for which the facility is designed.
Robots Will Work in Tesla Factories First
In the first phase, robots will mostly work in Tesla's own facilities. Deliveries to third-party customers are planned to begin at the end of 2027. Thus, the company will have the opportunity to test the robots in its own lines first. That's why Tesla Optimus will hit the factory floor before external customers.
It is stated that the next generation Optimus will come with the AI5 chip. It is possible that this version will appear in April 2027. On the other hand, it will be until the end of 2027 for rental robots to reach external customers. Therefore, the date on the calendar for external customer deliveries appears to be the end of 2027.
AI outlook — possibilities, not facts
Optimus deliveries to external customers will begin in late 2027.
Likely · Within months

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