Tesla plans to stop Model S and X assembly at Fremont and retool the site to build Optimus humanoid robots, signaling a major manufacturing pivot with regional impacts.

Tesla says it will halt Model S and X output and repurpose its Fremont factory to build Optimus humanoid robots, signaling a shift toward large scale humanoid manufacturing.

Figure AI detailed the Helix 02 humanoid platform with full body autonomy and fine finger control, as Tesla restated Optimus stance against Chinese competitors.

Two recent milestones show humanoid robots expanding beyond Earth, with a first direct satellite connection and announced plans to launch a humanoid into orbit.

Chinese humanoid robot makers are accelerating pilots and sales in the Middle East and the United States, increasing competition before Tesla Optimus reaches scale.

Chinese companies showcased advanced humanoid robots at CES 2026, signaling plans to enter the US with lower costs, rapid iteration, and improving autonomy.

Tesla says its Optimus humanoid robots could be offered for public sale by the end of 2027, outlining a tentative commercialization timeline for the platform.

China’s Eyou has opened the world’s first automated production line for humanoid robot joints, aiming to scale actuators ahead of rising demand.

Advances in AI, sensing, and motion control are pushing humanoid robots toward early production, with Tesla and Asian suppliers signaling 2026 as a key commercialization milestone.

Major automakers are using international auto shows to debut humanoid robots, signaling a strategic push beyond vehicles into general purpose robotics.