Tesla delays Optimus deliveries to outside customers to late 2027

Elon Musk said on Tesla's Q3 2026 earnings call that Optimus humanoid robots will reach outside customers around the end of 2027. Hands, durability and AI still need work; early production has started at Fremont, but reaching about 20,000 units a week will take at least a year.

• External Optimus deliveries are targeted for late 2027
• Target rate is about 20,000 robots per week at the Fremont line
• The AI5 chip is planned for Optimus around April 2027
• Tesla plans to build 10,000–20,000 robots for its Optimus Academy