Elon Musk said Tesla plans to wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased Cybercab production.
Installed capacity describes what a factory can produce; sales estimates count vehicles sold.
What U.S. Cybertruck sales estimates show
Kelley Blue Book estimates cited by Forbes put U.S. Cybertruck sales at 38,965 in 2024 and 20,237 in 2025. For the first nine months of 2026, the estimate was 11,586, down 28% from the same period in 2025.
Those figures provide sales context for the production news. Musk’s stated reason for the planned change was to make room for more Cybercab production.
What the Texas factory capacity figure means
Forbes reported that Tesla’s third-quarter 2026 update listed installed annual Cybertruck capacity at Gigafactory Texas at more than 125,000 vehicles. That is the factory’s installed capacity, not a count of vehicles actually produced or sold. The planned wind-down concerns this Texas facility, near Austin.
