Tesla plans rising capital spending on Optimus, AI compute and chip fabs
Tesla CFO Vaibhav Taneja said capital expenditure will keep expanding over the next several years, covering Robotaxi fleet expansion, Optimus capacity, solar manufacturing, AI-compute infrastructure procurement and chip-fab construction. Taneja said Tesla currently plans about $20 billion in capital spending this year, compared with an earlier forecast of more than $25 billion; the reports did not explain the change. Elon Musk said the Terafab superchip-fab project would require tens of billions of dollars and that its long-term investment could exceed $100 billion. These figures and plans were reported by company executives and were not independently verified.
The spending program directly links Tesla’s planned investment cycle to Robotaxi operations, Optimus production, AI infrastructure and chip-fab capacity, which the company says will support a new growth cycle and new markets. The plans and investment figures remain company-reported.
10月22日，特斯拉今天发布了2026年第三季度财报。随后，特斯拉CEO埃隆·马斯克(Elon Musk)、CFO瓦布哈维·塔内贾(Vaibhav Taneja)出席了电话会议，回答了分析师的提问。
马斯克
以下是特斯拉第三季度财报和电话会议要点：
——总营收为280.46亿美元，与上年同期的280.95亿美元基本持平；归属于特斯拉普通股股东的净利润为7.87亿美元，较上年同期的13.73亿美元下降43%。
——马斯克表示，全力推动FSD在更多市场获得批准。他还希望FSD能在2027年第一季度获得欧盟全境的批准。