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Optimus Pivot, Sales Wins, AI Capex Surge
Covers Tesla's rapid Fremont factory conversion for Optimus production, supplier ramps targeting thousands of units weekly, strong global Model Y and Model 3 sales leadership, major 2026 investment plans exceeding $25B, and regulatory notes on robotaxis.
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By Michael LugassyCovers Tesla's rapid Fremont factory conversion for Optimus production, supplier ramps targeting thousands of units weekly, strong global Model Y and Model 3 sales leadership, major 2026 investment plans exceeding $25B, and regulatory notes on robotaxis.