Tesla Model S and Model X Officially Discontinued as Company Shifts Focus to AI and Robotics

[Product Discontinuation] Tesla has officially ceased production of the Model S and Model X, with only approximately 600 units remaining in inventory for sale.

Core Development: Two Pioneering Models Bow Out as Strategic Focus Shifts to AI and Robotics

Elon Musk announced on April 1, 2026, that Tesla would no longer accept new custom orders for the Model S and Model X. The official website has been switched to display only remaining inventory. Globally, about 600 vehicles remain in stock, primarily located in the United States; inventory in Canada and Europe stands at zero.

Key Metrics: Production Utilization Below 30%, Optimus Mass Production at 89% Completion

The Fremont factory originally had an annual capacity of 100,000 units for the Model S and Model X combined, but sales in 2025 totaled fewer than 30,000 units, resulting in a production utilization rate of just 30%. The original production lines will be repurposed for mass production of the Optimus humanoid robot, targeting an annual capacity of 1 million units. Preparations for this transition are currently 89% complete.

Strategic Rationale: Transitioning from Electric Luxury Benchmark to AI-Driven Innovation

The Model S (launched in 2012) and Model X (launched in 2015) once defined the standard for premium electric vehicles. Tesla is now fully pivoting toward AI and robotics, marking its evolution from an automaker into a technology platform.