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TL;DR
Elon Musk said on Nov. 6, 2026, that Tesla will wind down Cybertruck production at its Texas factory around mid-2027 to expand Cybercab production. The post does not say whether Cybertruck production will move elsewhere or what will happen to workers, buyers or open orders. Tesla’s published delivery figures show its “other models” category, which includes the truck, recorded 8,295 deliveries in the third quarter of 2026.
Elon Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for increased Cybercab production, a shift that would give factory space used for the electric pickup to Tesla’s planned robotaxi. His Nov. 6 post does not say whether the Cybertruck will be built elsewhere or what the change means for employees, buyers or outstanding orders.
Musk announced the plan in a one-sentence post on X shortly after midnight in Austin on Nov. 6. He wrote that Tesla would be “winding down production” of the Cybertruck at Gigafactory Texas “around the middle of next year” to make room for increased Cybercab production. The timing points to mid-2027, but the post did not provide a schedule or describe how the reduction would happen.
The wording identifies a change at Gigafactory Texas, not a definitive end to the Cybertruck model. Later that morning, Musk replied “True, but the Cybertruck fleet will be around for a long time” to an X user who described the vehicle as being discontinued. Tesla has not publicly clarified whether production could move to another facility. The Financial Times characterized the move as Tesla being set to “axe” the truck, but Musk’s own statement referred to winding down production at the Texas plant.
Tesla has not reported Cybertruck deliveries as a separate figure. Its “other models” category combines the truck with the Model S and Model X. Tesla reported 8,295 deliveries in that category in the third quarter of 2026, down from 15,933 in the same quarter a year earlier. The company also reported 7,004 vehicles produced in the category during the latest quarter. Those figures do not establish how many were Cybertrucks.
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.
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Texas Factory Space Shifts to Cybercab
The statement signals a factory-priority change at Tesla: the company intends to use space associated with a pickup for more Cybercab production. Tesla’s listed installed annual Cybertruck capacity at the Texas plant is more than 125,000 vehicles. That is a capacity figure, not a measure of actual production or demand. Tesla’s grouped “other models” delivery total was 8,295 in the third quarter of 2026, but the category also includes Model S and Model X, so it cannot be treated as a Cybertruck sales count.
For readers, the distinction matters. A production wind-down could affect the availability of new Cybertrucks, factory workers and customers waiting for vehicles, but Musk’s post provides no details on any of those effects. It also leaves open whether the Cybercab can take up the space and reach production at the scale Tesla plans. The announcement is evidence of Tesla’s stated industrial direction, not confirmation of the robotaxi’s commercial reach or of a final decision to discontinue the truck everywhere.
The move fits a broader change in Tesla’s stated production priorities. The source material says the company decommissioned Model S and Model X lines in Fremont in 2026 and began Optimus production there, while Cybercab production began in Texas. Tesla’s plans therefore involve reallocating car-factory capacity toward both its robotaxi and humanoid-robot programs. The timing and output of those programs remain important to how the announced factory change plays out.
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Tesla’s Shift From Cars to Robots
Tesla’s announcement follows several years of public promises and uneven timing across its vehicle and robotics programs. The source material says the Cybertruck arrived about two years late. Tesla’s robotaxi pilot in Austin began in June 2025, which the source describes as on time, and Cybercab production began in 2026 as planned. These milestones show that the projects have moved forward, but they do not by themselves establish how quickly a robotaxi service can expand or become commercially significant.
Tesla had also said Optimus robots would perform useful work “across our factories” in 2025. According to the source material, the company reported its first production-quality Optimus bots in October 2026. That is a later milestone than the earlier factory-work promise; the provided material does not state that Optimus robots were already doing useful work across Tesla’s factories.
The company’s spending figures add financial context to the manufacturing shift, without proving the return from these programs. Tesla’s capital spending reached $13.01 billion in the first nine months of 2026, compared with $6.13 billion in the same period a year earlier. Research and development costs rose 69% in the third quarter, which the source attributes to AI and programs such as Optimus. These are reported spending figures, not evidence that the Cybercab or Optimus will meet future targets.
“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 Nov. 6, 2026, post on X
The Cybertruck’s Future Beyond Texas
Tesla has not said whether Cybertruck production will end altogether, move to another plant or continue in some form after the Texas line winds down. Musk’s statement also does not specify what “winding down” means operationally, when the process would begin, or whether the mid-2027 timing could change. The source material reports that Gigafactory Texas is the only known Cybertruck production site, but that does not establish that another site could not be used.
There is no separate Tesla delivery figure for the Cybertruck in the supplied data: “other models” combines it with the Model S and Model X. The third-quarter category totals therefore cannot verify Cybertruck-specific demand or sales. Tesla had not filed an 8-K about the announcement as of the source’s reporting, and Reuters reported that the company did not immediately respond to a request for comment. The effects on workers, owners, buyers with open orders and delivery timelines have not been stated.
The announcement also does not set out a Cybercab production target, a deployment schedule beyond the stated factory expansion, or the scope of any robotaxi service. The source describes Cybercab production as having begun in 2026, but gives no output figures. How much factory space the Cybercab will require, and whether the planned increase can absorb the capacity being reassigned, remain unclear.
Awaiting Tesla’s Production Details
The next concrete milestone identified by Musk is the expected wind-down at Gigafactory Texas around mid-2027. Tesla has not provided a more detailed timetable. Further company statements or regulatory disclosures could clarify whether the truck will be produced elsewhere and how Tesla plans to handle orders, workforce changes and service for customers.
Readers will also be able to track Tesla’s quarterly updates for production and delivery figures. A separate Cybertruck figure would help distinguish the truck’s performance from the Model S and Model X, but Tesla has not said it will report one. Future company disclosures may also show whether Cybercab production is increasing enough to use the Texas factory space Musk cited.
Until Tesla provides those details, the confirmed development is narrower than some descriptions of the announcement: Musk said production at the Texas plant will wind down around mid-2027. A company-wide end to Cybertruck production, changes to existing orders and the scale of future Cybercab output have not been confirmed.
Key Questions
Is Tesla discontinuing the Cybertruck?
That has not been confirmed. Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027. He did not say whether production would end everywhere or move to another site.
When is the Texas production change expected?
Musk said the wind-down would happen around the middle of 2027. Tesla has not provided a more exact date or a step-by-step production schedule.
Why is Tesla changing the Texas factory’s production?
Musk said the factory space would be used for increased Cybercab production. The post did not give a production target or explain how much capacity the robotaxi program will use.
How many Cybertrucks did Tesla deliver in the third quarter of 2026?
Tesla did not publish a Cybertruck-only total in the figures provided. It reported 8,295 deliveries in “other models”, a category that includes the Cybertruck, Model S and Model X, so the Cybertruck’s share is unknown.
What does the announcement mean for Cybertruck owners and open orders?
Musk’s post did not address owners, outstanding orders or delivery timing. Tesla has not provided details about changes to customer orders or future support for vehicles already on the road.
Source: ThorstenMeyerAI.com
