CleanTechnica•27 days ago
Tesla To Eliminate Model S & Model X To Make Robots
Key Takeaway
Tesla's strategic pivot from high-end EV production to robotics signals a significant shift in a major OEM's focus, potentially impacting future energy demand patterns from new industrial loads and the company's long-term commitment to its energy storage and charging infrastructure divisions.
AI Summary
- •Tesla will cease production of its Model S and Model X vehicles in Q2 2026.
- •Manufacturing capacity previously used for these vehicles will be reallocated to the production of Optimus humanoid robots.
- •This represents a significant strategic pivot for a major OEM, shifting focus from high-end automotive to robotics.
- •For large power consumers, this could signal the emergence of new, substantial industrial load growth associated with large-scale robotics manufacturing.
- •Developers and IPPs should monitor potential indirect impacts on Tesla's long-term commitment and resource allocation for its energy storage and charging infrastructure divisions.
Topics
oemstorage
Article Content
Tesla will stop making the Model S and Model X in the second quarter of this year and begin production of Optimus robots instead. The post Tesla To Eliminate Model S & Model X To Make Robots appeared first on CleanTechnica .