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Elon Musk said Tesla plans to wind down Cybertruck production at Gigafactory Texas around mid-2027, making room for increased Cybercab production. Tesla has not said whether it will build the truck elsewhere or what the change means for workers, buyers or open orders.

Elon Musk said on November 6 that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for more Cybercab production. The statement signals a shift in factory capacity toward Tesla’s robotaxi program, but the company has not explained whether the pickup will be built elsewhere or what the plan means for employees, customers or outstanding orders.

Musk posted on X 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.” He later agreed with a user who described the truck as being discontinued next year, adding that “the Cybertruck fleet will be around for a long time.” His wording confirmed a planned phase-down at the Texas plant; it did not directly say the model would be discontinued everywhere.

Tesla’s public reporting does not break out Cybertruck deliveries separately. The company groups the truck with the Model S and Model X under “other models.” That category recorded 8,295 deliveries in the third quarter of 2026, down from 15,933 in the same quarter of 2025. Tesla reported production of 7,004 vehicles in the category in the latest quarter. Those totals cannot be treated as Cybertruck-specific figures.

Tesla has listed installed Cybertruck capacity at Gigafactory Texas of more than 125,000 vehicles per year. That is a capacity figure, not a measure of actual production or sales. The company has not filed an 8-K about Musk’s announcement, according to the source material, and Reuters reported that Tesla did not immediately respond to a request for comment.

At a glance
updateWhen: Announced November 6, 2026; Texas produ…
The developmentMusk announced that Tesla will wind down Cybertruck production at its Texas factory around mid-2027 to expand Cybercab production.
Tesla · Briefing

Cybertruck production shiftstoward robotaxis

Tesla plans to wind down Cybertruck production at Gigafactory Texas around mid-2027, making room for more Cybercab production. The announcement leaves the truck’s wider production future and the impact on workers and buyers unclear.

Mid-2027
planned Texas wind-down
8,295
Q3 2026 deliveries across “other models”
125,000+
annual Cybertruck capacity listed for Texas

Factory space changes hands

Musk said Texas space used for the pickup would make room for increased Cybercab production.

Cybertruck
  • Production at Gigafactory Texas is planned to wind down.
  • Tesla has not said whether production will move elsewhere.
Cybercab
  • Production began in Texas in 2026.
  • The factory shift is intended to increase production.

What the figures can tell us

Tesla groups the Cybertruck with Model S and Model X, so these reported totals do not show pickup-only output or sales.

Q3 2026 deliveries8,295
Q3 2025 deliveries15,933

What remains unsettled

Production

Beyond Texas?

Tesla has not said whether another plant will build the Cybertruck or whether production will end entirely.

People

Workers and buyers

The company has not explained what the plan means for employees, deliveries, open orders or service support.

Capacity

No detailed schedule

Tesla has not specified the transition sequence or how much additional Cybercab capacity the change will create.

“The Cybertruck fleet will be around for a long time.”— Elon Musk, replying to a user on X
The takeaway
Tesla has announced a Texas factory shift toward Cybercab, but has not clarified the Cybertruck’s future beyond that plant.

Texas Capacity Shifts to Cybercab

The announcement puts a specific factory trade-off at the center of Tesla’s strategy: space now used for the electric pickup is intended for the Cybercab, Tesla’s two-seat robotaxi. It is a production decision with potential consequences for the Cybertruck’s availability and for the pace at which Tesla can expand its robotaxi manufacturing.

The change also fits a broader shift in Tesla’s manufacturing plans. The company has moved its Fremont Model S and Model X lines toward Optimus humanoid robot production, while Cybercab production began in Texas in 2026, according to the source material. Together, the moves suggest Tesla is redirecting some factory capacity from established vehicle lines to robotics and autonomous-vehicle programs.

Tesla’s financial disclosures show rising investment alongside these plans. 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. Research and development costs rose 69% in the third quarter, with Tesla citing AI and programs such as Optimus as drivers. Those figures show increased spending, but do not establish how much was allocated to Cybercab or whether the programs will meet their commercial goals.

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A Factory Plan Takes Shape

Tesla began deliveries of the Cybertruck in 2023 after a launch that came about two years later than originally planned, according to the source material. The company’s own quarterly data show the “other models” category peaked at 23,640 deliveries in the fourth quarter of 2024. Because that group includes the Model S and Model X, the figure does not reveal the Cybertruck’s individual peak.

The Cybercab program has a more recent timeline. The source material says Tesla began a robotaxi pilot in Austin in June 2025 and started Cybercab production in 2026. Tesla also reported its first production-quality Optimus robots in October 2026, after previously targeting useful work across its factories in 2025. These dates show progress against announced plans, alongside delays in other parts of Tesla’s vehicle program; they do not establish the scale or commercial performance of either robotics effort.

“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

The Truck’s Future Beyond Texas

Tesla has not said whether Cybertruck production will move to another plant or whether the model will stop being manufactured altogether. Gigafactory Texas is the only plant identified in the source material as building the truck, but the announcement itself addresses that facility rather than the model’s full production future.

Details are also missing about the effect on factory workers, deliveries, orders and service support. Tesla has not published a Cybertruck-specific sales or production breakdown, so its reported “other models” totals cannot show how many pickups are being made or sold. The company has not provided a detailed transition schedule or said how much additional Cybercab capacity the change will create.

Tesla’s Mid-2027 Production Shift

The next stated milestone is the planned wind-down at Gigafactory Texas around mid-2027. Tesla has not provided a more precise date or a sequence of production changes. Further company disclosures, including quarterly updates, could clarify the timeline, factory capacity and Cybertruck output, but no such details were included in the announcement.

Until Tesla gives more information, buyers and workers have limited guidance on what the shift means for them. The key developments to watch are whether the company confirms a replacement production site, explains its plans for orders and employees, and reports how Cybercab production expands at the Texas factory.

Key Questions

Is Tesla discontinuing the Cybertruck?

Musk said production at Gigafactory Texas will wind down around mid-2027. Tesla has not confirmed whether the model will be built at another site or discontinued entirely.

Why is Tesla winding down production in Texas?

Musk said the factory space would make room for increased Cybercab production. Tesla has not given a detailed account of the capacity involved.

How many Cybertrucks did Tesla deliver in the third quarter of 2026?

Tesla does not publish a separate Cybertruck delivery figure in the cited reporting. It reported 8,295 deliveries across “other models,” a group that includes the Cybertruck, Model S and Model X.

When is the production change expected?

Musk said the wind-down would happen around the middle of 2027. Tesla has not announced a specific date or a detailed production schedule.

Source: Thorsten Meyer AI

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