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Apr 23, 2026
BusinessUS

Tesla will retire Model S and X lines in Fremont for an Optimus line designed for 1 million robots a year, and plans a 10 million-unit line in Texas

Tesla said in its first-quarter 2026 shareholder update that its first-generation Optimus line, designed for 1 million humanoid robots a year, will replace the Model S and Model X lines at its Fremont factory. It is also preparing Gigafactory Texas for a second-generation line designed for long-term annual capacity of 10 million robots, while reporting revenue of $22.4 billion and $44.7 billion in cash and investments.

0 sourcesTesla1X TechnologiesAgility RoboticsElectric ActuatorsBattery Systems
Feb 5, 2026
BusinessUS

Symbotic lifts revenue 29% to $630 million and swings to profit, but Walmart still supplies 86% of sales

Symbotic reported fiscal first-quarter revenue of $629.9 million on 4 February 2026, up 29% from a year earlier, with net income of $13.4 million and adjusted EBITDA of $66.9 million. Its backlog stood at $22.3 billion and it guided second-quarter revenue to $650 million to $670 million. Walmart accounted for 85.6% of revenue, and a change in stock-compensation accounting added $9.3 million to profit.

5 sourcesSymboticAutoStoreTeradyneFleet Orchestration Software
Feb 3, 2026
BusinessUS

Teradyne's robotics arm shrinks 16% to $308 million in 2025 and restructures about 400 jobs as AI test demand lifts the group

Teradyne said its Universal Robots and MiR unit booked $89 million of revenue in the fourth quarter of 2025, up about 19% on the third quarter but below $98 million a year earlier. Full year robotics revenue fell to $308 million from $365 million, and restructuring in the unit affected about 400 employees, while group revenue rose 44% in the quarter on AI chip test demand.

3 sourcesTeradyneUniversal RobotsABB Robotics
Jan 29, 2026
BusinessUS

Tesla sets end-2026 start for its first Optimus line and a 1 million-robot capacity goal as car profits shrink

Tesla said in its fourth-quarter 2025 update that it will unveil a mass-production Gen 3 Optimus in the first quarter of 2026 and start production on a first line before year end, with eventual capacity of 1 million robots a year. The plan came as 2025 net income fell 46% to $3.79 billion and Tesla agreed to invest about $2 billion in xAI.

2 sourcesTeslaFigure AISkild AIDexterous ManipulationElectric Actuators
Jan 23, 2026
BusinessUS

Intuitive passes $10 billion in revenue as da Vinci 5 takes half of its robot shipments, but guides procedure growth lower

Intuitive reported on January 22, 2026 that 2025 revenue rose about 21% to $10.06 billion as surgeons performed 3.153 million da Vinci procedures, and da Vinci 5 made up 870 of the 1,721 systems it placed. The company guided 2026 da Vinci procedure growth to 13% to 15%, down from about 18%, and put the tariff cost to its gross margin at about 1.2% of revenue.

7 sourcesIntuitiveMedtronicMicroPort MedBotEdge AI Compute
Nov 7, 2025
BusinessUS

Tesla shareholders approve Musk award that pays out only if Tesla delivers 1 million robots or hits other operating goals alongside a market value of up to $8.5 trillion

Tesla shareholders approved the 2025 CEO Performance Award at the November 6, 2025 annual meeting, with 1,892,235,822 shares voting for and 564,940,908 against, according to Tesla's 8-K. The award of up to 423,743,904 restricted shares is split into 12 tranches, each earned only when a market capitalization step from $2 trillion to $8.5 trillion is paired with one of 12 operating milestones, among them the cumulative delivery of 1 million Bots, a category the award agreement defines to include Optimus.

6 sourcesTeslaFigure AISkild AIDexterous ManipulationFleet Orchestration Software
Jul 1, 2025
BusinessUS

Amazon puts its millionth robot to work in Japan and launches DeepFleet, an AI model it says cuts fleet travel time by 10%

Amazon said on 1 July 2025 that it had delivered its one millionth robot, to a fulfillment centre in Japan, for a fleet that now works across more than 300 facilities worldwide. It also introduced DeepFleet, a generative AI foundation model built with AWS tools that coordinates robot traffic and, by Amazon's account, improves the fleet's travel time by 10%.

7 sourcesAmazonGeek+ (Beijing Geekplus Technology)SymboticRobot Foundation ModelsFleet Orchestration Software