Global Scans · Tesla · Weekly Summary

• [New] Tesla said it expects capital expenditures to be in excess of $20 billion in 2026, driven by AI initiatives and expanded manufacturing and infrastructure. Benzinga
• [New] Tesla has signaled that it plans to spend on the order of $20 billion in 2026 on autonomous driving and humanoid robots, while also preparing for Semi production, robotaxi programs, and a deeper push into services and energy. TESMAG
• [New] FSD will achieve unsupervised autonomy by late 2026 or early 2027-allowing Tesla owners to add their cars to a robotaxi fleet (Airbnb for cars). smeuseBot Blog
• [New] While Wolfe Research defines 2026 as a catalyst-rich year for Tesla, it optimistically predicts its robotaxi business could generate $250 billion in revenue by 2035. Gasgoo Auto News
• [New] Tesla will end production of its Model S sedan and Model X SUV later this year, to prioritize AI, autonomy, and producing humanoid robots at its Fremont, CA plant. JD Supra
• [New] Tesla will pay for six factories in 2026, including facilities for its lithium refinery, LFP batteries, Cybercab, Semi, a new Megafactory, and Optimus production. EV
• [New] Tesla plans to begin volume production of the Cybercab, a designated robotaxi, later in 2026. Morningstar, Inc.
• [New] By late 2027, Tesla would begin selling humanoid robots to consumers, envisioning a future where robots outnumber humans and handle tasks from elder care to childcare. Champaign Magazine
• [New] Tesla plans to double AI capital expenditures to US$ 20 billion. / China ATB Financial
• [New] Tesla could be operating robotaxis in roughly 8 to 10 metropolitan areas by the end of 2026, which implies a strategy focused on specific cities with favorable regulatory climates and strong ride demand. TESMAG
• [New] Tesla is going to wrap up production of its Model S and X EVs next quarter. Engadget
• [New] Musk recently stated, Tesla has launched robotaxi services in a few cities and expects to achieve very, very broad coverage across the United States by the end of 2026. NAI 500
• [New] Tesla could lift overall profits by sprinting away from traditional car sales and going all in on self-driving robotaxis, potentially boosting margins from about 15% to 80%. Bez Kabli
• [New] If Tesla can successfully transition from selling cars to selling autonomous miles, the current reset will be remembered as the foundation for its next multi-trillion-dollar leg of growth. FinancialContent
• Tesla launched its first robotaxis in Austin, Texas, last year, and 2026 could be the year they reach many more markets. Yahoo Finance
• Optimus, its humanoid robot designed to help with everyday tasks, is set to enter production by the end of 2026, with Musk saying Tesla could eventually make one million a year. Business Insider
• Tesla will discontinue legacy models, including the Model S and Model X, to make room for production lines to manufacture Optimus at its Fremont factory. Nasdaq
• Tesla will end production of its Model S sedan and Model X SUV later in 2026, to prioritize AI, autonomy, and producing humanoid robots at its Fremont, CA plant. National Law Review
• Tesla AI5 should be in mass production Q2 of 2027. NextBigFuture.com
• By early 2026, Samsung's Texas facility has finally begun risk production of 2 nm chips, reportedly securing contracts for future AI accelerators for Tesla. FinancialContent

Last updated: 16 February 2026