Tesla Reveals Million-Unit Robot Plan at 2025 Shareholder Meeting

Tesla’s humanoid robot programme just took a major leap forward at the 2025 annual shareholder meeting of Tesla Inc. When the robot known as Optimus appeared on stage it was more than a visual prop—it was a signal that this project is moving from research to real-world rollout with ambition behind it.

During the meeting Elon Musk laid out a clear roadmap: the first high-volume production line for Optimus will open in Fremont and is targeting one million units per year. After that Tesla is planning a much larger facility at Giga Texas capable of producing ten million units annually. The strategy remains the same: deploy Optimus first within Tesla’s own factories, prove the platform, then scale outward into the broader market.

Optimus is built on the same in-house artificial intelligence and robotics stack that powers Tesla’s vehicles. That gives the company an alleged advantage over traditional robotics firms: fewer dependencies, end-to-end integration, and the potential for rapid scaling. Musk suggested the robot could one day become a general-purpose labor platform, perhaps even out-valuing the car business itself. For shareholders, that kind of ambition matters—it helps justify the aggressive compensation package they approved and the premium valuation many investors assign to Tesla.

The broader message: robots are not just a future idea at Tesla—they are now a part of the narrative. And with production targets measured in millions of units, this is a statement about scale. Optimus may still face the classic robotics challenges (cost, reliability, safety, ecosystem). But Tesla is making it clear that it is moving fast and wants to be first.