Tesla CFO: Capital Expenditure in 2026 Expected to Exceed $20 Billion

Tesla Shifts to Full FSD Subscription Model

Tesla's CFO revealed that the company will fully transition to a Full Self-Driving (FSD) subscription model starting this quarter. This strategic shift highlights Tesla's focus on expanding its software services, aiming to boost customer retention and generate more consistent revenue streams.

Capital Expenditure to Surpass $20 Billion by 2026

It is projected that Tesla's capital expenditure will exceed $20 billion by 2026. This investment will primarily support autonomous driving R&D, Gigafactory expansions, and the global rollout of charging infrastructure.

• Expanded rollout of FSD subscription services
• Increased investment in autonomous driving R&D
• Expansion of Gigafactories and charging networks worldwide

Looking Ahead: Strategic Priorities

With ongoing technological innovation and economies of scale, Tesla aims to lower vehicle costs while enhancing the safety and performance of its autonomous systems. These initiatives are expected to fuel Tesla's growth trajectory in the coming years.