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Twitter Tesla (Nasdaq: TSLA) is building what could become the largest robot factory in the world.
It’s a major move for Elon Musk – as he prepares for Phase 3 AI. My research suggests that 5 hidden AI stocks could be the biggest winners.
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Ground broke on the new Optimus plant at Giga Texas in late March.
By October 1, drone footage showed the main steel frame about 40% assembled. Upper floors were being poured in sections, and roofing insulation was arriving.
The building runs more than 4,000 feet long. That’s roughly the length of Tesla’s existing vehicle factory next door. State construction filings put it at about 7 million square feet across multiple floors.
That makes the robot factory larger than the U.S. Pentagon.
Tesla will clearly be a big winner with its Optimus humanoid robot.
Plus, 5 hidden stocks could see big gains as a result of this next AI breakthrough. Click here to get the fully story.
The target is 10 million robots a year.
Ashok Elluswamy, who runs the Optimus program, confirmed that number on X in July. It’s a long-term capacity goal, not the 2027 startup rate. At full speed, that works out to more than 27,000 robots a day.
Texas is Tesla’s second Optimus line. The first one is already running.
In May, Tesla ended Model S and Model X production at its Fremont, California plant and converted that floor space for Optimus. That line is designed for up to 1 million robots a year.
Fremont went from a few dozen robots a week in the second quarter to several hundred a week by August. Tesla is aiming for more than 1,000 a week by year-end.
The early units go into Tesla’s own training and data program first, then to work inside Tesla factories. External sales are targeted for the second half of 2027. High-volume production in Texas is targeted for summer 2027.
Wall Street is raising its numbers too.
Goldman Sachs (NYSE: GS) now expects 6.5 million humanoid robots to ship in 2035, up from 1.4 million in its prior model. That’s a $138 billion market. For 2030, Goldman now sees 890,000 units, more than triple its earlier estimate.
Tesla reports third-quarter results on October 21. Optimus should get plenty of airtime on the call.
Musk has said roughly 80% of Tesla’s long-term value will come from Optimus, not selling Electric Vehicles.
Here’s the math on Texas alone. Musk has floated a price of $20,000 to $30,000 per robot. At 10 million robots a year, that’s $200 billion to $300 billion in annual revenue from one factory.
That’s far larger than Tesla’s entire car business today.
It’s a major transformation for Tesla. And it’s sparking a huge investment in the next phase of the AI revolution.
Here’s how I’m investing ahead of this news.
Ian Wyatt
Editor, Daily Profit