Tesla said it has started production of its Optimus humanoid robot at its Fremont factory in California. In a shareholder letter, the company said these are the first robots it has built that meet production quality, adding that the current manufacturing process has been validated for commercial products. The update came alongside Tesla’s third-quarter results. Revenue for the quarter was $28.04 billion, roughly flat from a year earlier, while electric vehicle sales totaled $20 billion with no year-over-year growth. Net income came in at $787 million, down 43% from $1.37 billion in the same period of 2025. According to TechCrunch, the decline was mainly tied to a sharp increase in spending on artificial intelligence projects and the Optimus robot program.
Tesla said it has begun production of its Optimus humanoid robot at the company’s Fremont factory in California.
In a letter to shareholders, Tesla said these are the first robots it has built that meet production quality standards. The company also said this shows its current manufacturing process is suitable for commercial products.
Tesla reported third-quarter revenue of $28.04 billion, roughly unchanged from the same period last year. Revenue from electric vehicle sales was $20 billion, showing no year-over-year growth.
Net income was $787 million, down 43% from $1.37 billion in the same quarter of 2025. According to TechCrunch, the drop was mainly due to a sharp increase in spending tied to artificial intelligence projects and the Optimus robot program.
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