Tesla confirms Optimus pilot production at Fremont targeting 1M units yearly and plans a 10M-unit Texas factory with 5.2M sq ft by 2026. The expansion leverages Texas advantages and supports robotics at massive scale.
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Tesla reportedly conducted intensive supplier audits across China's Yangtze River Delta last week as it prepares Optimus production. The visits to potential suppliers Tuopu Group, Sanhua Holding Group, and Joyson Electronics in Ningbo, Hangzhou, and Shanghai leverage existing automotive partners rather than confirming a mass-production acceleration.
Sawyer Merritt reports Tesla has stopped Cybertruck Premium All-Wheel Drive orders. The configurator lists Dual Motor at $82,490, and that row cannot be selected.
Elon Musk said Tesla will have to return Cybertruck deposits for a lot of people, and that the order rate far exceeds production.
Bedrock Robotics raised a $600M Series C at a $4.1B post-money valuation co-led by CapitalG and Emergence Capital, bringing total funding to nearly $1B. Its autonomous excavators have done paid work on live job sites since mid-August, and the company says its customer base has more than doubled since 2025. The money goes to more Bedrock-equipped machines and field, commercial and operations teams.
SpaceX bought $151 million in Tesla Megapack purchases during the third quarter in its latest 10-Q filing. The purchases bring the company's year-to-date total to $480 million.
