[New] Tesla has already launched limited autonomous ride testing in Texas, but broader deployment will depend on proving both technical reliability and regulatory compliance.
Yahoo
[New] Most Tesla Cybercabs will be built and used internally for the Tesla robotaxi fleet.
NextBigFuture.com
[New] The Shift to AI: 2026 marks the year Tesla is expected to be valued as an AI and robotics firm rather than an automotive manufacturer, fundamentally altering its P/E ratio.
Sakab4ever
[New] Tesla will not disclose ride volume, but it is expected to be extremely low.
Electrek
[New] The electric vehicles, Optimus humanoid bot, battery storage and other equipment and vehicles made by Tesla and Boring Company will all work in the airless environment of the moon.
NextBigFuture.com
[New] Even if Tesla succeeds in gradually introducing more advanced driver-assist capabilities, fully autonomous robotaxi services will likely face country-by-country approval, with some markets moving faster than others. / Netherlands
TESMAG
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
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
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
While Wolfe Research defines 2026 as a catalyst-rich year for Tesla, it optimistically predicts its robotaxi business could generate $250 billion in revenue by 2035.
Gasgoo Auto News
Tesla will end production of its Model S sedan and Model X SUV later this year, to prioritize AI, autonomy, and producing humanoid robots at its Fremont, CA plant.
JD Supra
Tesla will pay for six factories in 2026, including facilities for its lithium refinery, LFP batteries, Cybercab, Semi, a new Megafactory, and Optimus production.
EV
Tesla plans to begin volume production of the Cybercab, a designated robotaxi, later in 2026.
Morningstar, Inc.
By late 2027, Tesla would begin selling humanoid robots to consumers, envisioning a future where robots outnumber humans and handle tasks from elder care to childcare.
Champaign Magazine
Tesla plans to double AI capital expenditures to US$ 20 billion. / China
ATB Financial
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
Tesla is going to wrap up production of its Model S and X EVs next quarter.
Engadget
Last updated: 23 February 2026
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