Tesla Ends Model S and Model X Production to Build Optimus Robots

Tesla said its Model S and Model X production will end in 2026, according to reporting tied to the company’s fourth quarter update. The company has treated both vehicles as low-volume flagships for years, but the lineup has aged and the center of gravity of Tesla’s business has been the Model 3 and Model Y.

Tesla’s investor relations materials for the fourth quarter of 2025 show Model S and Model X volumes as a small slice of overall deliveries. Morningstar also reported on the shift as Tesla continued to lean on its higher-volume models.

Tesla also said it plans to repurpose manufacturing capacity at its Fremont facility for Optimus, its humanoid robot program. The practical detail is less about the robot itself and more about what it implies for capital allocation. Fremont floor space and engineering attention are finite.

The company has not published a detailed transition plan for Fremont that covers timing, staffing, or the degree to which automotive capacity is reduced. It also has not released product-level guidance on whether it intends to replace the Model S and Model X at the top of its pricing ladder with a new vehicle.

For existing owners, the immediate concern is support. Tesla has historically continued parts and service support after discontinuations, but the company has not published a new statement on long-term parts availability tied to an end-of-line schedule.

The larger point is that Tesla is tightening its vehicle portfolio at a time when the premium EV segment is getting more crowded. Ending two legacy models removes complexity, but it also removes halo products that served as technology showcases.