AI EXPOSURE
Tesla
Describes itself as an AI company in its own filings and guides capex to match, while every dollar it reports still comes from cars and energy. The AI-driven capex number moved up by $5bn in six months; nothing on the revenue side moved with it.
AllFactsAI holds a position in Tesla (TSLA), as at 16 October 2026.
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2026 capex guidance: above $20bn, cut from above $25bn three months earlier, now attributed by Tesla to its SI initiatives; $13.01bn spent in the first nine months
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