Scenario description
Assume Tesla begins external customer leasing or a comparable paid external commercial deployment of Optimus humanoid robots by March 31, 2027. The deployment involves at least one non-Tesla enterprise or institutional customer and places Optimus units into customer-operated or customer-site commercial use beyond Tesla-controlled demonstrations, media events, internal Tesla factory use, or unpaid evaluation with no disclosed commercial terms. Reported unit volumes, lease pricing, service terms, customer names, robot configuration, AI-chip specifications, support obligations, and geographic scope remain limited to what Tesla, the customer, filings, or credible reporting disclose.