Optimus Gen3 Production Ramp and Supply Chain Scaling

Optimus Gen3 design finalized with 1k/week target by September. Tesla ended Model S/X production at Fremont to free capacity. A new job posting for Optimus Supply Chain Manager focused on casting/plastics signals scaling for mass production. Chinese competitors dominate shipments but FCC ban on Chinese robots could be a tailwind. Morgan Stanley wants commercial orders. A new IDTechEx report on humanoid robot sensors provides market context.