Tag
October X Takeover remarks flag difficult Optimus hands, a slow first production ramp, and a past China magnet delay, without changing confirmed Tesla volume plans.
Musk said Tesla halved AI5 RAM to 72GB and reduced AI6 to 144GB to secure Optimus volume and lower costs, with bandwidth unchanged.
Secondary reports say Tesla lifted Optimus output to hundreds of units a week, while robots remain mostly internal amid AI, hand, and supply-chain limits.
Reports citing Bloomberg say Tesla audited Ningbo EV suppliers and placed initial orders as it targets about 50,000 Optimus Gen 3 units in 2026 at US$20,000.
Bloomberg-linked reports of Tesla supplier audits and extra Optimus orders in China coincide with Giga Texas steel-frame progress, lifting Chinese robotics component shares.
