robotics / news / / Barchart
Tesla China president Allan Wang Hao called Gigafactory Shanghai a "golden key" for producing Optimus humanoid robots at scale.
Tesla plans to leverage Gigafactory Shanghai's infrastructure to mass-produce Optimus humanoid robots.
KEY POINTS
- Gigafactory Shanghai produced 851,000 vehicles in 2025, over half of Tesla's global total.
- Low-volume Optimus production could begin in summer 2026, scaling up in 2027.
- Optimus already operates in learning mode within Tesla's own facilities, not yet doing full production work.
- Goldman Sachs estimates Optimus could add up to $13 per share to Tesla's earnings by 2035.
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