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Tesla to End Production of Model S and X, Convert Fremont Factory for Robots
CEO Elon Musk announces the end of Tesla's longest-running vehicle programs as the company pivots toward robotics and AI.
Jan. 28, 2026 at 6:23pm
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Tesla plans to discontinue production of its Model S sedan and Model X SUV, marking the end of the electric automaker's longest-running vehicle programs. The company will convert its Fremont factory assembly lines to manufacture Optimus humanoid robots, a product that CEO Elon Musk has positioned as central to Tesla's future.
Why it matters
The discontinuation of the Model S and X signals a major strategic shift for Tesla as it focuses more on robotics and artificial intelligence. This move comes as the company faces increasing competition in the electric vehicle market, particularly in the luxury segment where the S and X have traditionally competed.
The details
Musk said Tesla will build the final versions of the Model S and X next quarter, but will continue supporting existing owners 'for as long as people have the vehicles.' The company plans to convert the Fremont factory's production lines to manufacture the Optimus humanoid robot, which Musk has touted as central to Tesla's future. The transition will require a completely new supply chain, according to Musk.
- Tesla will build the final versions of the Model S and X next quarter (Q1 2026).
- Tesla will continue supporting existing Model S and X owners 'for as long as people have the vehicles.'
The players
Elon Musk
CEO of Tesla, who announced the company's plans to discontinue the Model S and X and convert the Fremont factory to produce Optimus humanoid robots.
Tesla
An American electric vehicle and clean energy company that is discontinuing production of its Model S sedan and Model X SUV in order to focus on robotics and artificial intelligence.
Optimus
A humanoid robot that Tesla is developing and plans to manufacture at its Fremont factory, which Musk has positioned as central to the company's future.
What they’re saying
“It's time to basically bring the Model S and X programs to an end with an honorable discharge. So if you're interested in buying a Model S and X, now would be the time to order it.”
— Elon Musk, CEO
“It's replacing its production line for S and X in Fremont with a 1 million unit per year line of Optimus. Because it is a completely new supply chain, there's really nothing from the existing supply chain that exists in Optimus.”
— Elon Musk, CEO
What’s next
Tesla will build the final versions of the Model S and X in the next quarter (Q1 2026) before transitioning the Fremont factory to produce the Optimus humanoid robot.
The takeaway
Tesla's decision to discontinue the Model S and X signals a major strategic shift for the company as it pivots toward robotics and AI, underscoring the intensifying competition in the electric vehicle market and Tesla's need to diversify its product offerings to maintain its leadership position.
