Tesla expects the U.S. robotaxi fleet ramp to accelerate through 2026 while expanding into additional U.S. markets.
Tesla expects initial Cybercab and Semi production to be slow, then ramp exponentially toward the end of 2026 and into next year.
Tesla expects Optimus production to start around late July or August 2026, with the initial ramp constrained by a new supply chain.
Tesla is building a second Optimus factory at Giga Texas and expects production to start around summer next year.
Tesla plans to begin Megapack 3 production later this year at a new factory outside Houston.
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