Tesla is set to unveil its latest humanoid robot, Optimus, at the upcoming North American International Auto Show in Detroit. The release is scheduled for February 2, 2026, according to a recent report by Tesla Inc.. This humanoid robot aims to revolutionize labor by enhancing efficiency across various sectors.
On January 29, during their earnings announcement, Tesla disclosed that the third generation of the humanoid robot would be unveiled soon. The new model is designed to integrate advanced learning capabilities, which are expected to significantly improve production levels, potentially reaching hundreds of thousands of units annually.
The CEO of Tesla, Elon Musk, stated in a video presentation that the company has no plans to rely on existing supply chains, indicating a commitment to innovating from the ground up. The Optimus AI model is Tesla’s first foray into humanoid robotics aimed at large-scale production.
Recently, Tesla has released several updates regarding the third-generation humanoid robot. On January 29, the company announced that it plans to produce Optimus V3 starting in the first quarter of 2026, with a production capacity target of 100,000 units. The latest generation will be based on a 2.5 model platform and will incorporate the newest design advancements.
In addition, Tesla is transforming its Model S/X production lines to accommodate the manufacturing of humanoid robots. The company anticipates initiating production by 2026 with a target output of approximately 100,000 units.
During the earnings call, Musk highlighted that the development of the humanoid robot is a significant part of Tesla’s future strategy, emphasizing the need to overcome challenges associated with production and the integration of AI technologies.
According to projections, the demand for humanoid robots is expected to surge, particularly in sectors such as AI, automation, and service industries. Musk mentioned that the company aims to achieve a production goal of 100,000 units by 2026, positioning Tesla as a leader in the humanoid robotics market.
Furthermore, Tesla reported total revenues for the fourth quarter of 2025 at 249.01 billion yuan, reflecting a 3% decrease compared to the previous year. The company attributed this reduction to a sharp decline in automotive sales, which fell by 11% to 176.9 billion yuan.
Despite these challenges, Tesla remains optimistic about its growth trajectory, with plans to enhance service offerings and expand its AI capabilities. The company is committed to adapting and evolving its business strategies to meet the demands of the rapidly changing market.
In conclusion, Tesla’s introduction of the humanoid robot signifies a transformative phase for the company as it ventures into new technological territories. The development of Optimus aims to leverage Tesla’s strengths in AI and automation, with the goal of improving efficiency and productivity across various sectors.
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