Wedoany.com Report on Feb 2nd, Tesla CEO Elon Musk announced in a conference call with investors on January 28 that the company will invest $20 billion in capital expenditure, shifting its focus to artificial intelligence (AI), robotics, and the energy sector. Despite Tesla's Q4 2025 profit dropping 61% year-over-year and annual revenue falling to $94.8 billion, Musk expressed optimism about the company's future and updated its mission statement to "abundance for all."
Musk stated, "We are making big investments for an epic future." He revealed that Tesla will pause production of the Model S and Model X at its California factory to free up capacity for the mass manufacturing of its humanoid robot, Optimus. Concurrently, his personal AI venture, xAI, will receive a $2 billion injection. Musk emphasized that Tesla continues to make progress in vehicle autonomy and has begun mass production of the Optimus robot.
Regarding energy strategy, Musk noted that solar opportunities are underestimated. Tesla plans to produce 100 gigawatts of solar cells annually, integrating the entire supply chain from raw materials to finished products. He said, "The best way to add significant capacity to the grid—for example, to power AI data centers—is solar and batteries on Earth and solar in space." The company aims to become a major solar cell manufacturer and increase investment in the battery supply chain.
Regarding the Optimus humanoid robot, Musk described it as "surprising" and "incredibly capable." He explained, "Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task, verbally describe a task, or even show it a video, and it can perform that task." Tesla also plans to build a "TeraFab" chip factory integrating logic, memory, and packaging to address supply chain challenges.
On competition, Musk mentioned the performance of Chinese companies in the electric vehicle market and foresaw them becoming significant competitors in the humanoid robotics field as well. He said, "China is excellent at scaling manufacturing and is also quite good at AI." Tesla's CFO, Vaibhav Tanjea, indicated that the company's profit margins may continue to face pressure due to the full transition to a subscription-based Full Self-Driving (FSD) model.
