Tesla Shifts Focus: $20 Billion Investment in AI, Robotaxis, and Humanoid Robots

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CNBC TV18•29-01-2026, 09:26
Tesla Shifts Focus: $20 Billion Investment in AI, Robotaxis, and Humanoid Robots
- •Tesla plans to invest $20 billion this year, shifting its focus from traditional EVs to AI, autonomous vehicles, and humanoid robots.
- •The company will halt Model S and Model X production at its Fremont plant, retooling it for Optimus humanoid robot manufacturing.
- •Tesla aims to scale overall vehicle output, upgrade factories, expand AI infrastructure, and accelerate Optimus and Robotaxi production.
- •A $2 billion investment in Elon Musk's xAI signals deeper AI commitment, with Tesla integrating xAI products and supplying Megapacks.
- •Robotaxi rollout is expanding, with plans for launches in Dallas, Houston, Miami, Phoenix, Orlando, and Las Vegas by mid-2026, following Austin's unsupervised vehicles.
Why It Matters: Tesla is making a massive $20 billion bet on AI, Robotaxis, and humanoid robots, redefining its future.
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