On February 6, at an exchange event held in Beijing, Tesla's Vice President, Tao Lin, shared the company's strategic blueprint for 2026. This plan encompassed key areas such as capital investments, the introduction of Full Self-Driving (FSD) technology in China, the mass production of the Optimus robot, and the development of AI training facilities. Tao Lin clarified that a precise timeline for FSD's rollout in China has yet to be determined. The 'February' launch mentioned by Elon Musk primarily pertains to the European market, with plans to extend the rollout to China thereafter. Tesla anticipates its capital expenditures for 2026 to surpass $20 billion, with a significant emphasis on enhancing AI computing capabilities, establishing robot manufacturing plants, scaling up Cybercab production, expanding energy storage and manufacturing operations, bolstering charging infrastructure, and constructing battery factories. Furthermore, Tesla has already set up local training centers in China to fine-tune its intelligent assisted driving technology for the Chinese market.
