All in AI! Stop viewing Tesla as just a car company

Wallstreetcn
2026.02.03 05:34
portai
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Deutsche Bank expects that Tesla plans to more than double its capital expenditures, potentially exceeding $20 billion, with most of the funds directed towards AI training systems, data centers, custom chips, robotic factories, and new platforms, rather than vehicles. The company's FSD subscription business is expected to generate up to $10 billion in annual revenue, while Robotaxi annual revenue is also expected to exceed $15 billion