Lithium, cathode, and LFP production are scaling up
Cortex 2 AI training cluster is online and running workloads
Cybercab, Tesla Semi, and Megapack 3 are on track for volume production this year
Initial large-scale Optimus factory lines are being prepped in Fremont and Texas (1M+ then 10M+ annual capacity long-term)
AI5 inference chip taped out in April
RE: LeoThread 2026-04-22 21-57