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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 after Cybertruck sales fell short of targets.

Overview

Updated 1 hour 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 ends a pickup program that Musk once said would sell 250,000 units a year.

The Austin plant is the only Tesla site equipped to make the truck's specialized stainless-steel components. Musk says the line will shift toward Cybercab, the steering-wheel-less vehicle central to Tesla's robotaxi plans.

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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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.

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People Involved

Organizations Involved

Timeline

2019 2027

7 events Latest: Today
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

    Today Statement

    Musk announces Cybertruck production will wind down at Giga Texas.

  3. Cybercab rides start

    Robotaxi

    Tesla starts paid Cybercab rides in Austin.

  4. Sales fall sharply

    Sales

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

  5. US sales peak

    Sales

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

  6. Cybertruck deliveries begin

    Production

    Tesla begins Cybertruck customer deliveries in late 2023.

  7. 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: Industry analysts cited by Reuters

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.

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

(2)