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NewsMaterial1 min readDisconfirmAI Editorial

Tesla CEO Musk Extends Cybertruck Production Through End of Summer 2027 to Clear Backlog

Musk stated that Cybertruck production will continue until late summer 2027 to address order backlogs, delaying the planned shift of factory capacity to robotaxis and humanoid robots.

2026-11-12 02:52 GMT+8

Tesla CEO Elon Musk said on Wednesday via X that the company will extend Cybertruck production "through the end of summer 2027" to work through more of the vehicle's order backlog. This decision reverses a previous plan to cease production around mid-2027.

Five days earlier, Musk had announced that Tesla would wind down Cybertruck production at its Gigafactory Texas around the middle of next year to free up assembly capacity for the steering-wheel-less Cybercab robotaxi and the Optimus humanoid robot. The extension implies that Tesla must maintain the complex Cybertruck supply chain and production line longer than initially intended, potentially slowing its pivot toward AI-driven mobility and robotics.

According to Cox Automotive data, Tesla sold just 76,000 Cybertrucks over the past three years, significantly underperforming sales expectations. Despite low volumes, Musk noted that a substantial number of unfulfilled orders remain, forcing the company to adjust its capacity allocation strategy which was originally designed to prioritize new business lines.

Sources

  • businessinsider.comBusiness Insider↗
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