Tesla Shifts Cybertruck Lines Toward Cybercab Production
WHO:
Fox News - Tesla is winding down Cybertruck production at Gigafactory Texas.
Yahoo Finance - Tesla CEO Elon Musk said the company would wind down Cybertruck production at its Texas factory.
Yahoo Finance - Tesla’s Cybercab is a two-seat robotaxi.
Yahoo Finance - Tesla vehicles outside the Model 3 and Model Y were mostly the Model S, Model X, and Cybertruck.
Yahoo Finance - Cox Automotive estimated U.S. Cybertruck sales at around 20,000 in 2025, compared with about 39,000 in 2024.
WHAT:
Fox News - Tesla is winding down Cybertruck production to make room for Cybercab manufacturing; questions remain for owners.
Yahoo Finance - Musk said Tesla would wind down Cybertruck production and did not say whether the truck would be built elsewhere.
Yahoo Finance - Tesla said in January it would stop Model S and Model X production; their Fremont production lines were replaced with production of the Optimus humanoid robot.
Yahoo Finance - Model 3 and Model Y deliveries accounted for nearly all Tesla deliveries; other models made up about 3% of the company’s 1.64 million deliveries in 2025.
Yahoo Finance - Tesla’s end-of-2025 installed-capacity table listed annual capacity of 100,000 Model S and Model X vehicles and more than 125,000 Cybertrucks. Together, the lines could produce more than 225,000 vehicles yearly, nearly 10% of the more than 2.35 million vehicles Tesla’s car plants were rated to produce.
Yahoo Finance - Tesla produced 53,900 vehicles outside the Model 3 and Model Y in 2025, less than a quarter of those lines’ combined capacity. Deliveries in that group fell 40% from 2024 to 50,850.
Yahoo Finance - Other-model deliveries were 16,130 in the first quarter of 2026, 12,364 in the second quarter, and 8,295 in the third quarter; third-quarter deliveries were down 48% year over year.
Yahoo Finance - Musk previously said the Cybertruck would eventually sell 250,000 a year.
Yahoo Finance - Tesla’s automotive sales revenue fell 1% year over year in the third quarter. Its quarterly filing attributed slightly lower deliveries mostly to fewer Model S and Model X sales.
WHERE:
Fox News - Cybertruck production is winding down at Gigafactory Texas.
Yahoo Finance - Cybertruck production is being wound down at Tesla’s Texas factory; the Model S and Model X lines were at Tesla’s Fremont, California, plant.
Yahoo Finance - Cox Automotive’s Cybertruck sales estimates cover the United States.
WHEN:
Yahoo Finance - Musk made the production announcement in a post on X on Friday.
Yahoo Finance - The planned production wind-down is around the middle of next year.
Yahoo Finance - Musk announced in January that Model S and Model X production would stop; Tesla’s delivery comparisons cover 2024, 2025, and the first three quarters of 2026.
WHY:
NY Post - The Cybercab is one of Elon Musk’s key bets in his effort to turn Tesla into an AI and robotics company rather than solely an automaker.
Fox News - Tesla is winding down Cybertruck production to make room for Cybercab manufacturing.
Yahoo Finance - Tesla plans to free factory space for more Cybercabs.
HOW:
Yahoo Finance - Tesla is shifting factory capacity by winding down Cybertruck production and using factory space for Cybercab production.
(UPDATED November 8, 2026 19:59 UTC)
Tesla will wind down Cybertruck production at its Texas factory, making room for Cybercab manufacturing. The planned shift comes around the middle of next year; Musk did not specify whether production moves elsewhere. Tesla’s other non-Model 3 and Model Y deliveries have also fallen sharply.
--
(UPDATED November 8, 2026 15:59 UTC)
Tesla is winding down Cybertruck production at its Texas factory to make room for Cybercabs. The production shift is planned for around mid-next year; Musk hasn’t said whether Cybertrucks will be built elsewhere. Cybertruck sales fell sharply last year, while Tesla deliveries remain dominated by its Model 3 and Model Y.