Tesla shifts investment to AI and robots with $20bn plan
Tesla has announced a $20 billion capex plan and has ended production of the Model S and Model X, signalling a strategic pivot towards AI, driverless services, humanoid robots and expanded chip and battery manufacturing capacity.
Tesla sold $430m in Megapacks to xAI in 2025
Tesla has sold $430m of Megapack backup batteries to xAI, which has represented about 3.4% of its energy revenue, while Tesla's energy division has climbed 27% to $12.8bn.
Tesla to invest $2bn in xAI
Tesla has agreed to invest about $2 billion in xAI as part of a $20 billion financing round and has entered a framework agreement to evaluate AI collaborations, with the investment being subject to customary regulatory conditions.
Tesla brand value declines 36% to US$27.6bn
Brand Finance has reported that Tesla's brand value has declined 36% in 2025 to US$27.61bn, citing weaker product pipeline, relatively higher vehicle prices and the CEO's political activity as contributors to reduced brand strength.
Tesla projects nationwide US robotaxi network by 2026
Tesla has said it will deploy a widespread US robotaxi network by the end of 2026 and has initiated limited services in Austin and San Francisco amid regulatory scrutiny and consumer scepticism.
Tesla AI5 chip design nearing completion
Tesla announced AI5 chip design is nearly complete, with AI5 expected to deliver 50x performance over AI4 and AI6 in early development; deployment to vehicles expected within 24 months.
US automakers expand into energy-storage market
US automakers are converting battery capacity to grid and residential energy storage, leveraging factory investments amid uncertain EV sales and rising electricity demand from data centres.
Tesla to cease sale of Full Self-Driving package
Tesla will stop selling its Full Self-Driving package from 14 February and offer it by subscription only; implications for prior purchasers and hardware-limited vehicles remain unresolved.
Tesla readies Standard Range Model Y for China
Tesla briefly listed a Standard Range Model Y on its China site, indicating a launch with reduced features and range; pricing and sales impact amid BYD competition remain uncertain.
Nvidia expected to challenge Tesla's FSD in several years
Musk said Nvidia's Alpamayo models could pressure Tesla's Full Self‑Driving in five to six years, noting long‑tail safety challenges and delayed manufacturer adoption.
Norway records 95.9% electric new car share in 2025
In 2025 Norway registered 95.9% of new cars as electric, with Tesla accounting for nearly 20% of registrations; total new passenger car registrations rose 40% year‑on‑year.
BYD set to surpass Tesla as leading global EV seller
BYD is projected to lead global electric vehicle sales in 2025 after reporting 2.26 million battery-electric units, compared with Tesla's estimated 1.6 million deliveries for the year.
Automakers recalibrate EV strategies amid market shift
US automakers are reducing EV investment, reallocating capacity to trucks, hybrids and SUVs after incentive changes and weaker EV demand; significant write-downs and strategy adjustments are underway.
Waymo halts San Francisco robotaxi service after blackout
Waymo suspended driverless ride-hail operations in San Francisco after a widespread power outage; city services responded and restoration continued while Tesla said its supervised service was unaffected.
California judge rules Tesla Autopilot marketing deceptive
A California administrative law judge found Tesla's Autopilot and Full Self‑Driving marketing deceptive; the DMV may suspend sales licences and gave Tesla 90 days to amend or remove misleading language.
Tesla shares hit record as robotaxi testing advances
Tesla shares reached a record as driverless vehicle testing fuelled investor interest; deliveries and automotive revenue declined, while competition, policy changes and brand risks persist.
Robotaxi market expansion and company rollouts, 2025
Waymo expanded robotaxi operations across multiple US and international markets in 2025, while Zoox, Tesla and Chinese firms increased pilot services amid regulatory, safety and commercial challenges.
Tesla confirms driverless Robotaxi tests in Austin
Tesla reported driverless Robotaxi tests are under way in Austin; the company previously operated limited services with safety supervisors. Shares rose 3.6% to $475.31.
Tesla to sell 6-seater Model Y L internationally in 2026
Tesla plans a 6‑seat Model Y L with an 88.2 kWh battery, 681 km WLTP range and 2,163 kg kerb weight; European approval suggests a potential Q1 2026 launch.
DHL Supply Chain adds first Tesla Semi to fleet
DHL Supply Chain has taken delivery of its first Tesla Semi after a California pilot, reporting a 500-mile range, 1.72 kWh/mile efficiency and estimated 50-tonne annual emissions reduction.
Rivian highlights AI and autonomy amid sales slowdown
Rivian will host an Autonomy and AI Day to present in‑house software and autonomy plans as electric vehicle sales slow and investors seek future growth drivers.
Tesla develops first Supercharger site in Northern Territory
Tesla has listed a Supercharger site in Millner, Darwin; the territory's first such facility, aligning with rising EV registrations and broader expansion of Tesla's Australian charging network.
Tesla Shanghai factory reaches four million vehicles
Tesla's Shanghai Gigafactory produced its four millionth electric vehicle in under six years, contributing nearly half of global deliveries and remaining a key export hub for Europe and Australia.
Tesla Shanghai Gigafactory reaches four million vehicles
Shanghai Gigafactory produced its four millionth vehicle on 8 December 2025; output growth has slowed marginally, reflecting a modest increase in interval between recent production milestones.
GM consolidates product and technology under Anderson
GM has centralised product, software, battery and manufacturing functions under Chief Product Officer Sterling Anderson to unify vehicle development, while several senior technology executives have departed amid the restructuring.
EV charging standards: NACS and CCS2 market differentiation
NACS and CCS2 are regional EV charging standards: NACS prevailing in two-phase North America, CCS2 in three-phase markets. Japan remains contested; China uses distinct local plugs.
RDW asks public not to pressure over Tesla FSD review
Dutch vehicle regulator RDW asks the public to desist from pressuring it while it assesses Tesla's FSD Supervised for national authorisation; decision possible in February pending safety demonstrations.
Tesla China sales hit three-year low amid local competition
Tesla's October China deliveries fell to a three-year low and market share contracted amid intensified local competition and price pressure; firm faces product refresh needs despite Q3 revenue growth.
Tesla installs 75,000th Supercharger stall in Australia
Tesla reached 75,000 Supercharger stalls with a glacier-blue unit in Tasmania; the global network spans c. 7,900 sites, supported by V4 hardware increasing power density and stall capacity.
Tesla granted permit to operate ride-hail in Arizona
Arizona granted Tesla a transportation‑network permit; additional licences remain required before commercial robotaxi operations. Company seeks deployment by 2026 amid established competition in the autonomous ride‑hail sector.
EV performance no longer drives US sales
Despite superior acceleration, electric vehicles account for under 10% of US new-car sales; industry sources cite price, charging infrastructure and range as primary adoption constraints.
Tesla tests Apple CarPlay integration in vehicles
Tesla is testing Apple CarPlay integration within a dedicated window, retaining native core functions. The move addresses consumer demand; Android Auto support is reportedly not planned.
Tesla reaches 150,000 electric vehicles in Australia
Tesla announced 150,000 vehicles delivered in Australia, representing about 40% of national EVs; network growth includes nearly 140 supercharger sites and increased interoperability since 2023.
Tesla shares Supercharger availability with Google Maps
Google Maps now displays live Tesla Supercharger availability, improving visibility for EV drivers; however, it does not indicate non-Tesla access, and Tesla's integration is later than other networks.
Embodied AI: industrial competitive dynamics
Embodied AI shifts value from software to physical systems, creating chokepoints in materials, edge compute, integration and networks; winners will close the loop between algorithmic learning and manufacturing.
Tesla to begin Cybercab production in April 2026
Tesla plans to start Cybercab production at its Austin facility in April 2026; a two‑seat, purpose‑built Robotaxi intended to support US network expansion and broader vehicle production targets.
Tesla China launches Long Range RWD Model Y
Tesla China introduced a Long Range RWD Model Y with 821 km CLTC range, priced from ¥288,500; expands local lineup to four variants and retains existing interior specifications.
Tesla to Expand Robotaxi Fleet to Over 1,500 Vehicles by 2025
Tesla plans to increase its Robotaxi fleet to more than 1,500 Model Y vehicles across Texas and California by the end of 2025, with production of the Cybercab starting mid-2026.
Tesla Faces Federal Probe on Door Handle Safety
US regulators are investigating Tesla's electronic door handles over safety concerns due to malfunctions causing entrapment. Tesla must submit records by December amid risk of fines.
Tesla CEO Promises Roadster Reveal by Year-End
Tesla CEO Elon Musk reiterated plans to reveal the long-delayed Roadster before year-end, amidst legal disputes and shareholder scrutiny over his compensation package.
US and China Compete in AI Strategy and Industrial Integration
The US leads in AI frontier research while China excels in mass deployment and manufacturing integration, shaping national competition over future infrastructure and industrial leadership.
Tesla to Begin Cybercab Production in Q2 2026
Tesla plans to start production of the Cybercab Robotaxi in mid-2026, aiming to expand its autonomous vehicle network and increase sales targets to three million cars within two years.
Tesla Launches FSD Supervised Subscriptions in Australia
Tesla has introduced monthly subscriptions for its Full Self-Driving Supervised software in Australia and New Zealand, with pricing starting at AUD 149 and NZD 159 per month for eligible vehicles.
Tesla Under US Probe Over Full Self-Driving Safety Issues
The National Highway Traffic Safety Administration is investigating nearly 2.9 million Tesla vehicles with Full Self-Driving software following 44 reported traffic violations and related collisions.
EVs Reach 98.3% Market Share of New Car Sales in Norway
Electric vehicles achieved a record 98.3% share of new car sales in Norway in September, with significant growth also reported in key European markets including the UK, Denmark, and Spain.
Tesla, GM Lead Record US Electric Vehicle Sales in 2024
US electric vehicle sales surpassed 1 million units through September 2024, with Tesla and General Motors leading market share amid ending federal purchase incentives.
