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title: “Tesla Optimus Giga Texas 10M-Unit Factory: Musk kills the Model S line to build humanoids”

Tesla’s Q1 call on April 22 turned into a factory-conversion announcement. Elon confirmed a 5.2M sq ft addition to Gigafactory Texas, $500M–$1B of capex, and a stated target of 10 million Optimus units per year. The Model S/X line in Fremont stops in May, and the same floor will start building the first million-per-year Optimus pilot by July or August.

The hardware

Optimus is a general-purpose bipedal humanoid — adult-sized, aimed at factory, logistics and eventually home tasks. Tesla’s public sell price sits at $20,000–$30,000, with consumer availability pegged to late 2027. Giga Texas is the volume play. Fremont is the proving ground.

What this actually signals

A Model S line is arguably Tesla’s most iconic asset. Turning it into a humanoid ramp is the clearest sign yet that Musk treats Optimus, not cars, as the growth story. Ten million units a year is a car-scale number applied to a product that has never shipped to a single customer.

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