Tesla Winds Down Cybertruck at Giga Texas in Mid-2027, at 12% of Planned Volume

Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027, Elon Musk, the company's chief executive, announced on X early Friday, November 6. The reason Musk gave is room for the Cybercab; the plant's own numbers suggest the truck was already using a fraction of the floor it was given.

The number that matters here is not the sales total but the utilisation rate. Electrek puts the truck at roughly 12% of its 250,000-a-year planned volume, a figure Electrek calculated itself because Tesla does not break out Cybertruck deliveries.

What Tesla reports and what is estimated

Tesla folds the Cybertruck into "Other Models", a line that also holds the Semi and, until production ended in April, the Model S and Model X. Electrek reports that Other Models delivered 8,295 vehicles in the third quarter of 2026, down 48% from a year earlier and the lowest since the second quarter of 2021. Electrek's own estimate puts the Cybertruck at 7,000 to 8,000 of those, which it annualises to about 30,000 trucks.

Outside estimators see a smaller US market. Cox Automotive's figures, as cited by Electrek, were 3,519 in the first quarter of 2026 and 3,744 in the second, against 14,416 in the third quarter of 2024. That is a 74% drop from the 2024 quarter to the second quarter of 2026. Separately, Motor1 cites Kelley Blue Book estimates of 11,586 US sales in the first nine months of 2026, down 28% year on year, and Car and Driver's tally of just under 71,000 trucks sold since deliveries began.

The two sets of figures are not the same measurement. One is global and estimated from a Tesla aggregate; the others are US registrations or sales estimates. None is a Tesla disclosure.

1. Planned volume250K vehicles per year
2. Installed capacity (Tesla shareholder letter)125K vehicles per year
3. Electrek estimated annual pace30K vehicles per year

Source: Electrek, November 6, 2026 (planned volume, installed capacity per Tesla shareholder letter, Electrek's annualised estimate)

Capacity: planned against installed

Electrek cites Tesla's latest shareholder letter for installed Cybertruck capacity of more than 125,000 units a year, half the 250,000 originally planned. Against that installed figure, the estimated pace of 30,000 is roughly a quarter. A line running at a quarter of capacity carries fixed cost across few units, which is the mechanical reason a price rise and a shutdown can arrive in the same news cycle.

Electrek disputes the space argument. It notes that Tesla's own count gives Giga Texas more than 10 million square feet of floor space, and that the Cybercab line is a separate installation. If space were the constraint, the arithmetic would not need the Cybertruck gone. Electrek's reading is that the truck is being retired because the program has not paid for itself; it describes that as its own estimate, not a Tesla figure.

Who was buying

One buyer group distorts the picture. S&P Global Mobility data cited by Electrek show SpaceX bought 1,279 Cybertrucks in the fourth quarter of 2025, and companies tied to Musk bought 1,339 in total. Electrek frames that as about 19% of US registrations in the quarter. A fifth of a thin market coming from affiliated companies says little about retail demand.

Item	Figure	Source
Other Models deliveries, Q3 2026	8,295	Tesla via Electrek
US sales, first nine months of 2026	11,586	Kelley Blue Book via Motor1
Lifetime sales	just under 71,000	Car and Driver via Motor1
Entry price (Dual Motor)	$74,990	Electrek
Cybercab registered in Texas, late October	463	Electrek

What happens next

Tesla's own timeline is the only date in the story: production winds down around mid-2027, about three and a half years after the first customer deliveries. Musk did not say how long Tesla will sell remaining inventory, or what happens to parts and service for existing owners. Motor1 reports that he did not say whether production moves to another factory or ends outright.

The Cybercab, which Motor1 describes as a two-seat robotaxi without a steering wheel or pedals, is the replacement. Electrek counts 463 registered in Texas as of late October, which is a count of cars on the road, not a production rate. For context on how the new vehicle is faring with regulators, see our report on Tesla's NHTSA response on the Cybercab; for another case of volume running far below installed capacity, see Serve Robotics' third-quarter robot count.

What would change my read: a Tesla disclosure of actual Cybertruck deliveries, which the company has never published as its own line item, so every utilisation figure above rests on someone else's estimate. If the true figure is nearer 30,000 than 15,000, the utilisation story softens; if Tesla extends sales past mid-2027, the plant-space explanation gains weight. Tesla also pulled Cybertruck sales in Australia and New Zealand about two weeks before this announcement, according to Electrek, so the market was shrinking before the plant plan changed.