The Fremont factory will still manufacture Model 3 and Y, but the space where Model S and X are made will instead focus on mass production of Tesla's Gen 3 Optimus robots.

BMW quietly proved robots can handle real factory shifts — a small operational test that could reshape labor costs and auto stock valuations.

Mitsubishi Electric Corp. is backing construction-tech startup Akari Inc., the latest in a sector-wide quest for knowhow to fully automate factories and train robots to react to different situations.

Hyundai's Atlas robot lifts 110 lbs, spins 360 degrees, and learns fleet-wide overnight—robotics hits its iPhone moment.

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The Austin push is planned for February, insiders told Business Insider. Tesla has been training Optimus in its Fremont factory for more than a year.

Tesla CEO Elon Musk on Wednesday unveiled an ambitious, but familiar, goal for his company's autonomous vehicle business. "We expect to have fully autonomous vehicles in probably, I don't know, somewhere between a quarter and half of the United States by the end of the year,