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Reports on 21 September 2026 say Tesla teams audited Yangtze Delta suppliers—including Tuopu, Sanhua and Joyson—to accelerate Optimus Gen 3; commercial sales remain aimed at 2027, with Fremont for early scaling and Texas as long-term aspirational capacity.
In 2026 Figure AI reported sustained Figure 03 production at its BotQ factory—on the order of one unit per hour and milestones toward/past 1,000 robots—and logistics-sequencing trials with BMW in Spartanburg; Tesla audits China while Figure already shows a visible ramp.
Automotive and logistics pilots tested biped/humanoid robots for repetitive tasks, with ROI still under evaluation.