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Tesla says Optimus production has begun on its Fremont lines; its Q3 update classifies California production as an early ramp, not full-capacity output.

Page 6 of Tesla’s Q3 2026 shareholder deck states that Optimus production began in Fremont and labels California robotics as Early Ramp; installed capacity is not current production.

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Tesla Q3 shareholder update ↗ · Source dated

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