Tesla's capital expenditure in 2026 will exceed $20 billion, Vice President Tao Lin announced six major investment directions.

On the evening of February 6th, according to media reports, Tesla's Vice President Tao Lin outlined the company's strategic plan and business layout for 2026 at a communication meeting. Tesla's capital expenditure for 2026 will exceed $20 billion, and Tao Lin revealed the allocation of this fund. She stated that the focus will be on six main areas: First, advancing the mass production of Cybercab. The core production line construction at the US factory has been basically completed, with most of the preliminary investments completed in 2025. Investments will continue in 2026 to ensure the smooth scale production of Cybercab. Second, constructing the AI computing center, which is the most critical investment direction. The training center in Texas, USA has already seen investments exceed $10 billion, and there will be additional substantial investments in 2026. This center will support all of Tesla's AI-related applications, including autonomous driving and robot model training, and will serve as the computing basis for a unified "world model" for global markets including China. Third, upgrading the robot factory. Tesla has already started upgrading the Model S/X production line, and will push forward with larger scale upgrade projects in 2026, with the goal of having the production capacity for Optimus robots by the end of the year. Fourth, expanding the energy storage business. Tesla will continue to increase investments in energy storage manufacturing to enhance overall capacity and delivery capabilities to meet the rapid growth of global energy demand. Fifth, upgrading the global manufacturing system. The focus will be on synchronously improving hardware automation levels and software capabilities to make the entire manufacturing system more efficient, intelligent, and with stronger scalability. Sixth, continuous construction and opening of the charging network. Tesla will continue to expand the coverage of the charging network and gradually open it to more car manufacturers.