🔍 Read the full analysis: Why Robotaxis Are Taking More Of Tesla’s Attention on ThorstenMeyerAI.com
Get the little things that make your day delivered free with Prime
- Fast, free delivery on millions of items
- Prime Video, Amazon Music and more included
- Member-only deals all year
TL;DR
Elon Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for more Cybercab production. Tesla’s latest figures show 8,295 deliveries in its combined “other models” category in the third quarter of 2026, but the company does not report Cybertruck sales separately. The announcement does not say whether production will move elsewhere or what will happen to orders and workers.
Musk’s post said Tesla would be “winding down production” of the pickup at the Texas plant “around the middle of next year.” He gave no further details about the timing, the factory workforce, customer orders or the Cybertruck’s future at other facilities. Tesla had not filed a separate notice about the plan with the U.S. Securities and Exchange Commission as of the source report, and Reuters said the company did not immediately respond to a request for comment.
The company does not publish Cybertruck deliveries on their own. Its “other models” category combines the pickup with the Model S and Model X. That category recorded 8,295 deliveries in the third quarter of 2026, down 48% from 15,933 in the same quarter a year earlier. Tesla reported production of 7,004 vehicles in the category for the quarter. The figures do not establish how many Cybertrucks were made or delivered.
Tesla has listed annual Cybertruck production capacity at Gigafactory Texas as more than 125,000 vehicles. That is installed capacity, not actual production. The third-quarter figures suggest the combined category was operating well below that stated capacity, but they cannot be used to calculate a precise Cybertruck production rate because Tesla does not break out the truck’s numbers.
Infographic 01 · From car lines to robot lines
Two car lines make room for robots and robotaxis
Tesla's own numbers: a truck line built for far more than it sold, and factory space that now goes to machines that drive or work on their own.
“Other models” deliveries in the third quarter of 2026, down 48% from 15,933 a year earlier. The group includes the Cybertruck, Model S and Model X. Tesla lists Cybertruck capacity of more than 125,000 a year.
“Other models” deliveries per quarter
Cybertruck, Model S and Model X together; Tesla does not report the truck alone
Q3 2026 production of “other models”: 7,004, a yearly pace of about 28,000.
Sources: Tesla Q3 2026 Update · Tesla 10-Q, Q3 2026 · Q1 2026 Update · Q2 2026 Update · Q3 2025 Update · Q3 2024 Update · Elon Musk on X, 6 Nov 2026.
Powered by Thorsten Meyer AI
Factory Space Moves to Robotaxis
The announcement gives a concrete factory-level example of Tesla assigning more resources to robotaxis and artificial intelligence-related projects. A production line designed for a high-profile electric pickup is set to make room for the Cybercab, Tesla’s two-seat vehicle intended for autonomous ride-hailing.
For customers, the immediate issue is uncertainty rather than a confirmed end to the Cybertruck. Musk described a phase-down at one plant, not a company-wide cancellation. Buyers with open orders and current owners may want to know whether deliveries, service and parts support will change, but Tesla has not addressed those questions in the statement.
The production shift also matters to investors and workers because the company has not disclosed the operational details. Tesla’s capital spending totaled $13.01 billion in the first nine months of 2026, compared with $6.13 billion in the same period a year earlier, according to the source material. That broader spending increase is consistent with a costly expansion of new programs, but it does not show how much is allocated specifically to Cybercab or the Cybertruck line.
Products Worth Considering
Levoit Vital 100 Air Purifier for Home Bedroom
Bowflex SelectTech 840 Adjustable Kettlebell
Therabody Theragun Mini 3rd Generation Massage Gun, Black
As an affiliate, we earn on qualifying purchases.
Tesla’s Factory Reallocation
The Cybertruck announcement follows other changes to Tesla’s vehicle production footprint. In 2026, the company ended Model S and Model X production at its Fremont, California, factory and began using the lines for Optimus, its humanoid robot program. Tesla’s quarterly report described a product sunset in mid-2026; the source material says the first Optimus production line was established at the site.
In Texas, Cybercab production began in 2026, according to the source material. Musk’s post now links the next planned factory change directly to expanding that production. Together, the moves show Tesla repurposing lines previously associated with passenger vehicles for robotics and autonomous transport, although the company has not laid out a complete timeline for the changes.
Tesla’s record on announced schedules has varied. The Austin robotaxi pilot began in June 2025, as planned, and Cybercab production began in 2026. The Cybertruck arrived about two years later than its initial target, according to the source material. Tesla had said it aimed to have Optimus robots doing useful work across its factories in 2025; the company reported its first production-quality bots in October 2026. Those dates offer context for evaluating future plans, not a guarantee of when the Texas production change will be completed.
“Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production.”
— Elon Musk, in a post on X on November 6, 2026
Cybertruck’s Future Is Unsettled
The announcement leaves open whether Tesla plans to end the model or only its Texas production. Gigafactory Texas is the only plant known to build the Cybertruck, according to reports cited in the source material, but Tesla has not said whether another facility could take over production. Musk’s phrase “winding down” is narrower than a confirmed company-wide cancellation.
It is also unclear how quickly production would fall, whether the mid-2027 timing could change, and what the plan means for employees, suppliers, open orders and service support. Tesla does not disclose Cybertruck-specific production or delivery totals, making it difficult to measure the truck’s performance from its published category data. The source material also notes that Tesla made no separate SEC filing on the announcement; the available information rests mainly on Musk’s post and the company’s reported operating figures.
Details Needed Before Mid-2027
The next developments to watch are whether Tesla provides a fuller explanation of the plan and whether its quarterly updates show changes to Cybertruck or Cybercab production. The company could also clarify if the truck will be built at another site, how customer orders will be handled, and how workers at Gigafactory Texas will be affected.
Until Tesla supplies those details, the confirmed point is limited: Cybertruck production at Gigafactory Texas is expected to wind down around mid-2027 to make room for increased Cybercab production. The timing, scale of the reduction and longer-term status of the pickup remain open.
Key Questions
Is Tesla discontinuing the Cybertruck?
That is not confirmed. Musk said production at Gigafactory Texas will wind down around mid-2027. He did not say whether the model will be discontinued company-wide or produced at another site.
When is Cybertruck production in Texas expected to wind down?
Musk said the wind-down would happen around the middle of 2027. Tesla has not provided a more exact schedule.
Why is Tesla changing the Texas factory line?
Musk said the factory space will make room for increased Cybercab production. Tesla has not published further details about the production-line changes.
How many Cybertrucks did Tesla sell in the third quarter of 2026?
Tesla does not report Cybertruck deliveries separately. It reported 8,295 deliveries across its “other models” category in the quarter, which includes the Cybertruck, Model S and Model X.
What happens to Cybertruck orders and owners?
Tesla has not said how the production change will affect open orders, delivery schedules, service or parts support. Those details remain unclear.
Source: ThorstenMeyerAI.com
