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Tesla's Optimus training plan gets a price tag: 20,000 robots, ¥14 billion

Robots

From the Robots digest for Oct 26, 2026

Continuing thread: robots — Tesla Optimus: production starts, on-brand hype gap

Part of: Arc · Humanoid robots doing paid work at scale

What happened: 36kr reports Tesla is building a training cluster of 20,000 robots with a total investment of approximately ¥14 billion (about US$2 billion). The figure lands on the training plan reported October 22, when coverage said Tesla needed 10,000–20,000 Optimus robots practising in an "Optimus Academy" because the program lacks training data for general tasks.

What's genuinely new: the first reported investment figure for the training fleet — approximately ¥14 billion (≈US$2 billion) for 20,000 robots — beside the fleet-size requirement disclosed October 22.

Watch: whether the training fleet materializes on camera against the reported 20,000 figure, whether any footage shows autonomous rather than teleoperated practice, and how the spend sits beside the Q3 results that put profit at $787 million, down from $1.37 billion a year earlier.

Sources 36kr

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