Tesla Optimus supply chain scaled for 70k units, silence signals commitment
JOBhakdi · x · 2026-08-28
Discussion around Tesla's Optimus has quieted down, but capital commitment has increased in the opposite direction. Reports indicate the supply chain for actuators and components is already contracted in China at a scale supporting up to 70,000 units this year. This suggests the silence is a strategic move before launch rather than a sign of inactivity, as mass production capabilities are being secured.
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