#Optimus — Tag · Robrief

Nov 12, 2026

JPMorgan sees 300,000 to 400,000 US-made humanoids by 2030, a forecast that leans on Tesla

JPMorgan expects U.S. humanoid robot production of 300,000 to 400,000 units by 2030 and about 1.5 million by 2035. By the bank's own count of what other U.S. makers are aiming for, most of that volume has to come from Tesla.

Nov 12, 20262 min readSources verified

2 min readSources verified

Oct 21, 2026

Humanoids

Tesla starts Optimus production in Fremont, at least a year from its 20,000-a-week target

Tesla's Q3 2026 Update says the first production-quality Optimus robots are coming off a high-volume line in Fremont, with the deck's capacity table marking California "Early Ramp" and Texas "Construction". On the same day's earnings call, Musk said Tesla needs on the order of 10,000 or 20,000 bots doing self-play to collect training data, and put deliveries to companies outside Tesla around the end of 2027.

Oct 21, 20262 min readSources verified

2 min readSources verified