The logo of Tesla is seen on a Tesla Model Y during Tesla Inc.'s official launch in Bogota, Colombia, November 20, 2025. REUTERS/Luisa Gonzalez
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CNBC TV1829-01-2026, 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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