Tesla ends Model S and X production to build humanoid robots
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After more than a decade, Tesla is retiring the Model S and X — so what’s the endgame here?
Elon Musk announces Tesla will stop production of its iconic Model S and Model X in 2026, pivoting its Fremont factory to build Optimus humanoid robots. This strategic shift signals a fundamental move from automotive manufacturing to AI and robotics.
Tesla ends Model S and X production to build Optimus robots, pivoting from automaker to AI and robotics firm amid its first annual revenue decline.
The Model S was “demoed” at the CES Nvidia booth (Tesla did not have a booth) in January of 2012 – about five months before production of the Model S started. I remember that the Model S was mobbed, overshadowing whatever separate PC graphics chip technology Nvidia was demoing.
Tesla will discontinue the Model S and X this spring, converting Fremont production to its Optimus robot program.
Tesla is officially retiring its flagship Model S and Model X as Elon Musk pivots the firm toward a future of robotics.
Guidance for CapEx increased significantly from a projection of $9 billion in Q3 2025 to an expectation of more than $20 billion in 2026. Strategic focus shifted from scaling production and FSD rollout to major investments in AI, robotics, battery supply chain, and the wind-down of Model S/X.
With supercar power and long-distance capability, the Model S lease program offers a practical route into Tesla’s EV flagship model. November 2025 Tesla Model S lease deals start at $1,730/month for the standard AWD model. The 2026 Model S gets mild ...