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Tesla to wind down Cybertruck production at Giga Texas

Tesla to wind down Cybertruck production at Giga Texas

Money Moves Austin, TX local

Musk says the Austin line will make way for Cybercab output, and Tesla has raised Cybertruck prices while dropping the base model.

Overview

Updated 4 days ago

Tesla will wind down Cybertruck production at its Austin factory around mid-2027, CEO Elon Musk said on X on Nov. 6, 2026. The announcement sets a wind-down for a pickup program that Musk once said would sell 250,000 units a year.

The Austin plant is the only known Tesla site equipped to make the truck's specialized stainless-steel parts, and Musk says the line will shift toward Cybercab. The same day, Tesla raised Cybertruck prices by up to 10% and stopped taking orders for the base Dual Motor version. The cheapest truck a buyer can order now starts at $92,490.

Why it matters

The Cybertruck's exit frees Austin capacity for Tesla's robotaxi bet, but leaves the company without a pickup in the US market's most profitable segment.

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Questions about this story

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How many Tesla Cybertrucks were ever produced?

Tesla never published a Cybertruck production total, but the best available figures put it at roughly 70,000–73,000: Musk said about 70,000 were sold over three years, and Cox Automotive estimated 72,702 total sales.

The number measures the scale of the miss: Musk once predicted 250,000 Cybertruck sales a year, and Tesla is now winding down the line at a claimed net project loss of $1.9 billion.

4 details5 sources2 disagreements
  • Musk said on Nov. 6, 2026, that Tesla installed tooling for 125,000 Cybertrucks a year but sold about 70,000 over three years, spending $2 billion on R&D for $100 million in gross profit — a net loss of $1.9 billion.
  • Cox Automotive estimated total sales of 72,702, with more than half in 2024; U.S. sales fell from 38,965 in 2024 to 20,237 in 2025, down 48%.
  • Tesla doesn't report Cybertruck production or deliveries separately — they sit in the 'Other Models' bucket with Model S, Model X and Semi — so every cumulative total is an analyst estimate.
  • In Q3 2026, 'Other Models' deliveries fell 48% year over year to 8,295 units; Electrek estimates 7,000–8,000 of those were Cybertrucks, roughly 12% of the line's 250,000-unit annual capacity.
Room for disagreement
  • Estimates vary: Musk said about 70,000 sold over three years, AP cited industry estimates of about 71,000, and Cox Automotive counted 72,702.
  • Since Tesla doesn't break out Cybertruck production, actual build numbers could be higher than sales totals — Tesla produced more vehicles than it delivered company-wide in multiple quarters.
0 AI answers with web search. May be wrong.

Key Indicators

20,237
Cybertruck US sales in 2025
Down 48% from 38,965 in 2024, according to Kelley Blue Book.
250,000
Musk's pre-launch annual sales target
The figure he set before the Cybertruck launched.
48%
Year-over-year US sales decline
Cybertruck sales fell from 38,965 in 2024 to 20,237 in 2025.
Mid-2027
Targeted production wind-down
Musk said the line would wind down around mid-2027.
10%
Cybertruck price increase
Tesla raised prices by up to 10% after announcing the wind-down; the cheapest orderable model is $92,490.

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People Involved

Organizations Involved

Timeline

2019 2027

9 events Latest: 5 days ago
Tap a bar to jump to that date
  1. Targeted wind-down

    Upcoming Production

    Targeted wind-down around mid-2027 to free capacity for Cybercab.

  2. Musk announces wind-down

    Latest Statement

    Musk announces Cybertruck production will wind down at Giga Texas.

  3. Tesla raises Cybertruck prices

    Pricing

    Tesla raised Cybertruck prices by up to 10% and stopped taking orders for the base Dual Motor trim. The cheapest orderable model is $92,490.

  4. Cybercab rides start

    Robotaxi

    Tesla starts paid Cybercab rides in Austin.

  5. NHTSA opens Cybercab audit

    Regulation

    NHTSA opened an audit to review whether Tesla properly self-certified the Cybercab to meet federal motor vehicle safety standards.

  6. Sales fall sharply

    Sales

    US Cybertruck sales fall to 20,237, down 48 percent.

  7. US sales peak

    Sales

    US Cybertruck sales reach 38,965, per Kelley Blue Book.

  8. Cybertruck deliveries begin

    Production

    Tesla begins Cybertruck customer deliveries in late 2023.

  9. Cybertruck unveiled

    Product launch

    Tesla unveils the Cybertruck; a sledgehammer demo cracks its windows.

Scenarios

1

Cybertruck production ends at Giga Texas by mid-2027

Likely Resolves by End of 2027

Discussed by: Musk's X post and Reuters reporting

Musk said the line would wind down around mid-2027 to make room for Cybercab output. If Tesla follows through, the Austin plant stops building the Cybertruck and does not announce a new site for it.

2

Cybertruck production moves to another Tesla factory

Possible Resolves by End of 2027

Discussed by: Musk's statement and Reuters reporting

Musk did not say whether the truck would be phased out entirely or moved. A move would require another plant to handle the truck's specialized stainless-steel components.

3

Giga Texas line converts fully to Cybercab production

Uncertain Resolves by End of 2027

Discussed by: Musk and Tesla's robotaxi plans

Musk has made Cybercab central to Tesla's robotaxi strategy. The wind-down is meant to free Austin capacity for higher Cybercab output.

4

NHTSA audit delays Cybercab rollout

Uncertain Resolves by Q2 2027

Discussed by: Reuters, citing NHTSA's September 2026 audit

NHTSA opened an audit in September 2026 to review whether Tesla properly self-certified the Cybercab to meet federal motor vehicle safety standards. A delay would weaken the case for freeing Austin capacity for the robotaxi.

Historical Context

2 moments from history that rhyme with this story — and how they unfolded.

1981-1982

DeLorean DMC-12 (1981-1982)

The DeLorean Motor Company launched a stainless-steel, gull-wing sports car in 1981. Sales fell far short of targets, and the company collapsed in 1982.

Then

Production ended and the factory closed.

Now

The car became a cultural artifact, but the company did not survive.

Why this matters now

Like the Cybertruck, the DeLorean was a stainless-steel vehicle with a polarizing design. Both launched with fanfare and then struggled to reach mass-market sales.

2022-2024

Ford F-150 Lightning and the electric pickup slump (2022-2024)

Ford launched the electric F-150 Lightning in 2022 as a direct challenge to Tesla's planned pickup. Demand fell short of Ford's expectations, and the company cut production in 2024.

Then

Ford slowed the line and reduced shifts.

Now

The cuts showed that electric pickups were struggling across brands, not just at Tesla.

Why this matters now

The Cybertruck's weak sales fit a broader pattern: US buyers have not embraced electric pickups at the volume automakers predicted.

Sources

(5)