Tesla to End Cybertruck Production at Texas Plant by Mid-2027
Musk's decision to shift Gigafactory Texas capacity toward Cybercab production marks a formal end to a vehicle that never met its original sales projections, with potential ripple effects on...
Tesla CEO Elon Musk announced on November 6, 2026, that the company will wind down Cybertruck production at Gigafactory Texas in mid-2027, citing a need to reallocate floor space for expanded Cybercab manufacturing. Musk made the announcement in a post on X, the social media platform he owns. The disclosure was first reported by The Hill.
The Cybertruck launched in November 2023 after years of delays from its original 2021 target delivery date, according to Tesla's public earnings disclosures and contemporaneous reporting. The vehicle was priced starting at approximately $60,990 for its base rear-wheel-drive configuration at launch, per Tesla's published pricing at the time.
Tesla has not released Cybertruck-specific unit sales figures in its quarterly earnings reports. The company reports vehicle deliveries in aggregate categories. However, in its Q2 2026 earnings release, Tesla noted total deliveries of approximately 384,000 vehicles across all models, without a Cybertruck breakdown. The absence of a dedicated line item makes independent verification of Musk's characterization of "poor sales" dependent on third-party registration data, which is not a Tesla filing.
S&P Global Mobility, a third-party automotive data firm, estimated in mid-2026 that Cybertruck U.S. Registrations totaled roughly 46,000 units through the first quarter of 2026, a figure that lagged initial analyst projections of 250,000 or more annual units, according to published analyst notes from Wedbush Securities dated January 2024.
Gigafactory Texas, located in Austin, is a facility that received approximately $64.6 million in economic development incentives from Travis County and the Del Valle Independent School District under agreements disclosed in Texas comptroller public records between 2021 and 2022. The planned production shift from Cybertruck to Cybercab raises questions about whether those incentive agreements contain manufacturing output or employment benchmarks. The specific performance requirements, if any, would be found in the executed incentive contracts held by Travis County and the Del Valle ISD, which are public records under Texas law.
The Cybercab is Tesla's planned autonomous robotaxi vehicle, which Musk unveiled at a demonstration event in October 2024. Tesla has not filed a formal production timeline with the Securities and Exchange Commission as of this writing. The company's most recent 10-K filing, covering fiscal year 2025, described the Cybercab as in development but did not commit to a production start date.
The Cybertruck's wind-down carries potential implications for federal policy. The vehicle qualified for the $7,500 federal electric vehicle tax credit under the Inflation Reduction Act's commercial vehicle provisions, subject to income and price caps. The IRA's EV credit structure, administered by the IRS under 26 U.S.C. Section 30D, ties credit eligibility in part to North American final assembly, a standard the Texas plant met. With production ending, the number of Cybertruck-eligible credit claims will naturally decline. The IRS does not publish real-time data on 30D credit claims by vehicle model; that information is available through annual Statistics of Income publications, which lag by roughly two years.
Musk's dual role as CEO of Tesla and head of the Department of Government Efficiency, an advisory body operating under a White House executive order issued in January 2025, has drawn scrutiny from members of both parties regarding potential conflicts of interest in federal contracting and regulatory matters. Senate Commerce Committee Democrats sent a letter to the White House on March 14, 2026, requesting disclosure of any DOGE communications touching on NHTSA regulatory proceedings involving Tesla vehicles. That request had not received a formal public response as of this publication date, according to the committee's public correspondence log.
Tesla has faced two separate NHTSA investigations into Cybertruck components since the vehicle's launch. NHTSA's public investigation database shows one investigation into an accelerator pedal recall, which Tesla addressed via a software update in April 2024, and a second, still-open investigation into reports of water intrusion affecting electrical systems, opened in September 2025. The status of the second investigation is listed as "open" in the NHTSA enforcement database as of November 2026.
What remains unknown is the total number of Cybertruck units Tesla will have produced before the mid-2027 shutdown, the precise employment count at Gigafactory Texas assigned to Cybertruck production, and whether the transition to Cybercab production will result in net job gains or losses at the facility. Tesla's next quarterly earnings report, expected in January 2027, would be the first opportunity for the company to provide updated workforce and production figures. The Travis County incentive contracts would reveal any clawback provisions tied to production changes.