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The Humanoid Hub· @TheHumanoidHub · X·· 2026-10-03AI 评分62
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Tesla 位于得州 Giga Texas 的 Optimus 专用工厂建设推进中,引用 JoeTegtmeyer 的航拍更新显示,3 月底开始地面工程,5 月 27 日第一根钢构件吊装,截至 10 月 1 日基础钢结构约 40% 组装完成。该厂约 700 万平方英尺(约 65 万平方米),规划满产产能约每年 1000 万台,初期有限量产目标为 2027 年底;此前位于加州 Fremont 的 Gen 3 试产线工厂规模约每年 100 万台,预计 2026 年底投产。2026 年公司 AI、机器人及工厂扩建资本开支指引约 200 亿至 250 亿美元。

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The Optimus factory construction at Giga Texas is progressing rapidly.

It'll be a massive 7 million sq ft facility with a targeted capacity of 10 million Optimus per year. Initial production is planned to begin in 2027.

The Fremont facility, planned for 1 million per year, is expected to begin production this year.

引用Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer
Giga Texas Optimus factory construction update with 2 short video clips, one 360 at medium-altitude & a closer, lower flight showing tight views of the main steel structure! Ground work started in late March, with 1st steel on May 27. By 1 October, the frame was nearly at the north grade beam, large sections of upper floors were poured, & roofing insulation is arriving. The E side & the entire S half of the foundation have footings & grade beams, but no steel yet. The basic steel structure is ~ 40% assembled so far. This is the dedicated high-volume 7+ million sq ft (~ 650,000 sq m) Gen 4 Optimus plant. @Tesla has not given a standalone cost, but 2026 company capex was guided at ~ $20–25 billion for AI, robotics, & factory expansion; outside estimates put the broader N Campus at ~ $5–10 billion. This is in addition to the Fremont California Optimus plant (which is the Gen 3 pilot line) is sized at ~ 1 million units a year, expected to begin production in late 2026. The Giga Texas plant is 10X larger & has a planned capacity of ~10 million robots a year at full scale (a long-term ceiling, not the startup rate). The current target for limited initial production is late 2027. What is still ahead for construction over the next 6 to 8 months? Electrical conduit, water & sewage pipes, fire-water loop, storm water management drainage & underground pipes, exterior walls, roofing, ground slab & upper floor concrete & mechanical rough-in then equipment deliveries & installation. As you can see, lots of progress already, but there is a lot left to do before production line setup can happen.
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来源:The Humanoid Hub · x.com