Texas AI Docket

Tesla's own capacity table puts the Cybercab in production in Texas and lists the Texas Optimus robot line as still under construction

State policyTesla, Inc.TravisClosed

Tesla published its update for the third quarter of 2026 on October 21st. It says the company began putting the Cybercab into its Robotaxi fleet in Austin. Its table of installed annual capacity lists the Cybercab in Texas at more than 125,000 a year and in production. Model Y in Texas stands at more than 375,000 and the Cybertruck at more than 125,000. The same table lists Optimus, the company's humanoid robot, in Texas as under construction. Production of the robot began on lines in Fremont in California. Tesla says installed capacity is not the current production rate. The update gives no count of Cybercabs built or carrying riders. It lists two AI training compute sites in Texas. Cortex 1 is listed at more than 105 megawatts and Cortex 2 at more than 120. The company says it kept building an Austin chip fab where it plans to start commissioning equipment in 2027.

How to take part

A company's report to its shareholders, with no public comment window or hearing attached. Robotaxi service in Texas runs under a state authorization for commercial driverless vehicles.

Where to do it

Where

Timeline

  1. filed

    Date Tesla published its update for the third quarter of 2026

  2. Today

How this decision moved

One dated line per check, oldest first. A line that says nothing changed means somebody looked and it had not.

  1. 2026-10-24

    Admitted on Tesla's own quarterly update. The capacity it lists is installed capacity, and the update itself says that is not output.

The evidence

Every fact above rests on one of these. The words are the source's own.

We began deployment of Cybercab into our Robotaxi fleet in Austin.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Cybercab >125,000 Production
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Texas Model Y >375,000 Production
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Cybertruck >125,000 Production
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Texas Optimus - Construction
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
California Optimus - Early Ramp
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Optimus production began in Fremont on our high- volume lines.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Construction includes factory and infrastructure buildout as well as tool installation.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Production rates depend on a variety of factors, including equipment uptime, component supply, downtime related to factory upgrades, regulatory considerations and other factors.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Texas Cortex 1 >105 MW Production
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Cortex 2 >120 MW Production
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
Operating hours in Austin are now 6am to midnight
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com
We began production at Megafactory Texas.
Tesla, Q3 2026 Update Primary source, the company · assets-ir.tesla.com

Questions about this decision

Answered from the record itself. Every answer is assembled from stored fields, so an answer the record has no basis for is left out rather than guessed.

What is this decision?

Tesla published its update for the third quarter of 2026 on October 21st. It says the company began putting the Cybercab into its Robotaxi fleet in Austin. Its table of installed annual capacity lists the Cybercab in Texas at more than 125,000 a year and in production. Model Y in Texas stands at more than 375,000 and the Cybertruck at more than 125,000. The same table lists Optimus, the company's humanoid robot, in Texas as under construction. Production of the robot began on lines in Fremont in California. Tesla says installed capacity is not the current production rate. The update gives no count of Cybercabs built or carrying riders. It lists two AI training compute sites in Texas. Cortex 1 is listed at more than 105 megawatts and Cortex 2 at more than 120. The company says it kept building an Austin chip fab where it plans to start commissioning equipment in 2027.

Who decides it?

Tesla, Inc. decides. The record names the deciding body for every entry it carries.

Can the public take part?

A company's report to its shareholders, with no public comment window or hearing attached. Robotaxi service in Texas runs under a state authorization for commercial driverless vehicles.

Where in Texas does it apply?

It covers Travis County.

Has it been decided?

It has been decided. The dates on the item page carry when.

What happens next?

No future date is on the record. The last dated step on it was filed on October 21st.

When did it start?

The earliest date on its record is October 21st, 2026.

What kind of decision is it?

It is filed under state policy.

What sources back it?

One source backs it. It is primary.

Is it on the ERCOT grid?

Yes. It sits inside the ERCOT interconnection.

When was it last checked?

Every fact on it was last verified against its source on October 24th, 2026.

Cite this

Texas AI Docket, Tesla's own capacity table puts the Cybercab in production in Texas and lists the Texas Optimus robot line as still under construction. Tracked since October 21st, 2026. Last verified October 24th, 2026. https://texasaidocket.com/item/tx-2026-0230/. Reuse permitted under CC BY 4.0 with attribution. The same entry is in the docket JSON as item tx-2026-0230.

Beat

Filed under State policy, with every other decision on that beat.

Last checked 2026-10-24