← Back to industry chain
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.