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Tesla

Tesla

Maker of the Optimus humanoid. In August 2026 Elon Musk said 25% of the Terafab AI-chip mega-fab's compute is dedicated to Optimus (75% to spacecraft AI) and raised Optimus' long-term capacity target to 10 million units; the third-generation Optimus debuted mid-year and entered production this summer with a full hardware upgrade. Optimus' ramp, alongside Chinese OEMs' scale-up, defines the 2026 mass-production year.

City
奥斯汀
Founded
2003
Ticker
TSLA · 美股
Website

Industry-chain segments

Milestones

2026
08.06MilestoneMusk: 25% of Terafab compute dedicated to Optimus; long-term capacity target raised to 10M units

Sources: MechAwakening '2026 China Humanoid Company List' (2026-08) and public industry research; A-share tickers limited to high-confidence names.