Tesla CEO Elon Musk announced that capital expenditure will significantly increase in 2026. Starting from the next quarter, production of the Model S and Model X will be gradually phased out, and the Fremont factory will be transformed to produce the Optimus humanoid robot. The Optimus V3 is expected to be released in the first quarter of 2026, with mass production scheduled for the end of the year. Musk believes that its market potential is enormous.
