Tesla Ends Model S and X Production, Shifts Fremont to Optimize Robots

Tesla will end production of the Model S and Model X in Q2 2026.

“This morning, Tesla published its production and delivery results for the first three months of 2026”

Ars Technica

The two models accounted for only a small fraction of sales compared to Model 3 and Model Y.

Ars Technica

Production volumes across the high-end models fell 9 percent globally in 2025.

Fremont will be repurposed as a robotics and AI hub.

Fremont will be repurposed to assemble the Optimus humanoid robot.

The production target is up to one million units per year.

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Robots leverage AI from Tesla's Full Self-Driving system.

More than $20 billion will be spent across Tesla's large projects in 2026.

Tesla built 408,386 EVs in Q1 2026, a 12.6 percent increase year-over-year.

“Tesla announced that production of the Model X and Model S would end in the second quarter of 2026”

avem.fr

It sold only 358,023, a 6.3 percent increase, adding 50,000 more cars to inventory.

The energy storage business declined 15 percent year-over-year.

The Model S had a 14-year run, the longest among Tesla models.

Tesla is repositioning from a car company to an AI and robotics group.

L'Automobile Magazine

The divergence between production and sales underlines risks in the transition.