activeFounded 2021
Tesla (Optimus Division)
Funding Summary
Total Funding
Internal (Tesla balance sheet)
Latest Valuation
N/A (public subsidiary)
About
Tesla's Optimus division operates as an internal business unit within Tesla, Inc., drawing on the company's Dojo supercomputer, FSD neural net stack, and Gigafactory manufacturing infrastructure. Gen 3 production started January 2026 at Fremont and Giga Texas, with 1,000+ units deployed primarily for AI training and data collection. Tesla targets 50,000-100,000 units by end of 2026. Tesla's structural advantage — owning its training compute, manufacturing, and deployment environment — creates a data flywheel effect that pure-play competitors cannot easily replicate.
Products
optimus-gen-2
Supply Chain Dependencies
Actuators & Motors
Nidec→Motors(Optimus Gen 2)
Texas Instruments→Motor Drivers / Power ICs(Optimus Gen 2)
STMicroelectronics→Motor Drivers / MEMS(Optimus Gen 2)
Nidec→Motors(Tesla)
Texas Instruments→Motor Drivers / Power ICs(Tesla)
Infineon Technologies→Power Semiconductors(Tesla)
Samsung Electro-Mechanics→MLCCs / Substrates(Tesla)
STMicroelectronics→Motor Drivers / MEMS(Tesla)
Precision Reducers & Gearboxes
Harmonic Drive Systems→Harmonic Reducer(Optimus Gen 2)
Harmonic Drive Systems→Harmonic Reducer(Tesla)
Sensors & Vision
Sony Semiconductor→Image Sensors(Optimus Gen 2)
Sony Semiconductor→Image Sensors(Tesla)
Power Electronics & Motor Controllers
Infineon→Power Semiconductors(Optimus Gen 2)
Samsung Electro-Mechanics→MLCCs / Substrates(Optimus Gen 2)
Bearings & Linear Motion
THK→Cross-Roller Bearings(Optimus Gen 2)
Rollvis→Planetary Roller Screws(Optimus Gen 2)
NSK→Precision Bearings(Optimus Gen 2)
THK→Cross-Roller Bearings(Tesla)
Rollvis→Planetary Roller Screws(Tesla)
NSK→Precision Bearings(Tesla)
Batteries & Power
Panasonic Energy→Battery Cells(Optimus Gen 2)
Panasonic Energy→Battery Cells(Tesla)
Recent Developments
Recent developments are auto-populated from tagged articles in the Newsfeed. Browse all news →
Referenced In