JPMorgan Chase recently published a report after surveying Tesla's Fremont factory, stating that the design for Tesla's Optimus humanoid robot Gen 3 has been finalized, the supply chain is largely locked in, and production lines are being installed at the Fremont factory. Tesla disclosed that the initial deployment target for Optimus is to enter the "Optimus Academy" training phase in the second half of 2026, with external commercial sales expected as early as the second half of 2027.