Tesla Q1 revenue rises, driven by EV sales and FSD subscriptions
Sales rebounded a bit from the first quarter of 2025, as Tesla throws a ton of money at massive bets like robotics, AI, and its own chip fab.
Tesla's $25B AI and robotics pivot
- Tesla lifts 2026's spending plans by 25% RTE —
- Musk says Tesla, SpaceX to use Intel’s 14A tech in Terafab, lifting Intel shares Seeking Alpha —
- Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end Seeking Alpha —
- Tesla Boosts Spending Plan to $25 Billion in AI, Robotics Push Bloomberg —
- Tesla Says EV Orders Benefitted From Soaring Gas Prices Gizmodo —