[New] Tesla could launch robotaxis in more than 30 US cities in 2026, with AI and autonomy alone delivering USD 1 trillion in revenue.
Gasgoo Auto News
[New] 2027-2030 In select US cities and possibly a few European regions, Tesla may deploy early robotaxi-like services under tightly constrained conditions-good weather, defined zones, carefully mapped routes, and robust oversight.
TESMAG
[New] Whether Tesla ultimately turns its autonomy vision into a durable growth engine will likely not be decided in a single year.
TESMAG
[New] Tesla stands to be a big winner from a potential easing of limitations on autonomous vehicle development, as the United States government could back off from the restrictions placed on companies developing self-driving car programs.
TESLARATI
[New] Musk has discussed building a chip fabrication facility to reduce dependency on suppliers like TSMC, a move that could insulate Tesla from supply chain disruptions.
WebProNews
[New] Despite EV business slowdown, 2026 is anticipated to be a year for Tesla to consolidate technological advancements, driven by the commercialization of Cybercab, Optimus, and Semi trucks.
Tradingkey
[New] Regardless, a prevailing sentiment on Wall Street is that the arrival of Cybercab will make 2026 the year of Robotaxi for Tesla.
Tradingkey
[New] Tesla plans European and Asian pilots post-April, leveraging Starlink satellites for uniformity.
acetesla
[New] Tesla will sell 1.8 million cars in 2026, 2 million cars in 2027, and 3 million cars in 2029.
Fortune
[New] Elon Musk announces Tesla will capture carbon using Cybertrucks parked in Walmart lots.
Climate Drift
Tesla could deploy 1 million Robotaxis across multiple cities by the end of 2035.
Tiger Brokers
Tesla is preparing to expand its Gigafactory in Texas, constructing a new facility dedicated to Optimus production, with an annual capacity of 10 million units, projected to begin operations in 2027.
Tradingkey
Cathie Wood of Ark Invest predicts that by 2029, Cybercab will generate $756 billion in annual revenue for Tesla, with 88% of Tesla's enterprise value stemming from Robotaxi, and the EV business accounting for only 9%.
Tradingkey
Tesla will significantly increase its Robotaxi fleet in 2026, expanding from the current 50-150 vehicles to 1,000.
Tradingkey
If Tesla successfully deploys thousands of Optimus units in its own factories by mid-2026 as planned, it will serve as a Sputnik moment for the rest of the industrial world, likely triggering a massive wave of capital expenditure in robotics.
FinancialContent
The ability to deploy nearly 100,000 dedicated autonomous units annually-vehicles that may lack traditional controls - would allow Tesla to rapidly scale its operations in key markets without waiting for a complete rewrite of the FMVSS, a process that could take many more years.
Tesery Official Store
By April, Tesla will apparently start ramping up production of its two-seat Cybercab, which is meant to be optimized for truly autonomous robotaxi service. / USA
Economic Times
Tesla will successfully launch Robotaxis in over 30 cities in 2026 and start to scale volume production of Cybercabs starting the true autonomous era for Musk & Co. he said in a note before the Christmas holiday.
AOL
China / EU Expansion: With regulatory breakthroughs expected in early 2026 in the Netherlands and China, Tesla could see a massive surge in software revenue.
Valley City Times-Record
Last updated: 19 January 2026
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