At a media event in Beijing, Tesla’s Vice President, Tao Lin, announced that Tesla plans to ramp up its investments in AI software/hardware and energy sectors within the Chinese market by 2026. The company has already set up a local training center to enhance the localization performance of its intelligent driving assistance systems. As part of its global market strategy, Tesla anticipates capital expenditures to surpass $20 billion in 2026, with a strong emphasis on AI computing capabilities, robotic manufacturing facilities, mass production of its self-driving electric vehicle, the Cybercab, energy storage solutions, charging infrastructure, and battery production plants.

Tao Lin highlighted that, driven by the global surge in AI development, the demand for computing power is soaring. Meanwhile, new energy storage systems are playing an increasingly vital role in ensuring grid stability and enhancing power quality. With the launch of Tesla’s Shanghai Energy Storage Super Factory, the company aims to offer more competitive Megapack energy storage batteries to markets across China, the Asia-Pacific region, and Europe.

Tao Lin also emphasized that Tesla has evolved from a purely electric vehicle manufacturer into a technology-driven enterprise focused on AI, robotics, and energy. While vehicles remain a crucial platform for AI applications, Tesla’s vision now encompasses humanoid robots and a worldwide energy network. This strategic shift is rooted in Tesla’s forward-looking assessment: in the future, electricity will be the universal energy source, and AI will be the brain managing these interconnected hardware systems.