Tesla plans to increase investment in AI software, hardware, and energy fields in the Chinese market.

Tesla Vice President Tao Lin recently stated at a media exchange meeting in Beijing that in 2026, Tesla plans to increase its investment in AI software and hardware and energy fields in the Chinese market. Tesla has already set up a local training center in China for the localization tuning of its smart driving assistance. Lin mentioned that in the global market, Tesla's capital expenditure in 2026 is expected to exceed $20 billion, focusing on areas such as AI computing power, robot factories, mass production of unmanned driving electric vehicle Cybercab, energy storage and manufacturing, charging network, and battery factories. "With the increasing demand for computing power centers in the global development of artificial intelligence, new energy storage systems will become an important link in stabilizing the power grid and improving the quality of electrical energy," Lin said. The landing and production of Tesla's Shanghai energy super factory will provide more competitive energy storage battery Megapack products for China, the Asia-Pacific region, and Europe. Regarding strategic transformation, Lin stated that Tesla is no longer just an electric vehicle company, but has transformed into a technology company with AI, robots, and energy at its core. "Vehicles are still an extremely important carrier of AI, but our vision has expanded to humanoid robots and a global energy network. This transformation is based on the judgment that the future world will be driven by electricity, with AI managing these hardware."