Musk: Cybertruck production to wind down mid-2027 as Giga Texas shifts to Cybercab
Musk said on X that Tesla will wind down Cybertruck production at Giga Texas around the middle of next year to make room for Cybercab — a sign Tesla is shifting factory capacity from a slow seller to robotaxis.
Per CNBC, Musk said in a Nov. 6 post on X that Tesla will be "winding down" Cybertruck production at its Texas gigafactory around the middle of next year. The freed space will go to Cybercab robotaxi manufacturing. He did not say whether production would move to another plant; replying to a user who called it the "end of an era," he wrote, "True, but the Cybertruck fleet will be around for a long time."
The sales gap is stark. Cox Automotive estimated 20,237 U.S. Cybertruck sales in 2025, down 48% from 38,965 in 2024, far short of the 250,000 a year Musk once predicted. Tesla does not break out sales by model; Q3 "Other Models" deliveries were 8,295, down 48% YoY (Electrek).
Electrek reported Tesla also raised U.S. Cybertruck prices by up to 10% and stopped taking orders for the base Dual Motor AWD trim: Dual Motor $74,990 to $82,490, Premium AWD $84,990 to $92,490, Cyberbeast $99,990 to $102,490. Tesla has not said how long it will sell remaining inventory or what happens to parts and service for existing owners.
For shareholders, the takeaway is that Giga Texas capacity is being redirected to Cybercab and robotaxis. Following the Model S/X line being converted into an Optimus plant, Tesla's product focus is tilting further toward AI and robotics.
Summaries are prepared by the Tesla Briefing editorial team and may not capture every nuance of the original reporting. You are solely responsible for your own investment decisions.