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1X Starts Full-Scale Production of NEO Humanoids at New California Factory

The launch signals a bet on U.S. vertical integration to speed iteration and tighten supply chains.

Overview

  • 1X, which announced Thursday it had begun full-scale production at a 58,000-square-foot Hayward factory, says more than 200 people are on the line.
  • The site is set up for up to 10,000 robots in year one, with that capacity sold out after October preorders, and first deliveries planned in 2026 at $20,000 or $499 a month.
  • 1X targets more than 100,000 units a year by the end of 2027, with a second San Carlos facility slated to start operations later in 2026.
  • The company says it builds motors, copper coils, batteries, sensors, structures, and transmissions in-house to curb supplier risk and speed design updates.
  • Each NEO runs Nvidia’s Jetson Thor for on-robot AI and trains in Nvidia Isaac simulation, and units already stock parts and move goods inside the factory.