From The Motley Fool · Jeff Siegel · · 1m
Tesla Spends $4.73 Billion on Capex
Tesla's Q3 capex hit $4.73 billion, funding AI, robotaxi, and energy storage projects.
In brief
Tesla's Q3 capex hit $4.73 billion, funding AI, robotaxi, and energy storage projects. Tesla spent $4.73 billion on capital projects in Q3, focusing on AI infrastructure, robotaxi services, and energy storage. Originally reported by The Motley Fool.
Q3 Capex Total
Tesla's capital expenditures totaled $4.73 billion in Q3, more than double the $2.25 billion spent in 2025.
AI and Autonomous Vehicles
Tesla expanded AI computing infrastructure at its Texas Gigafactory for full self-driving, Cybercab, and Optimus robots.
Robotaxi Revenue Projections
Robotaxis could generate $42.4 billion annually by 2030, with $8.5 billion operating profit at 20% margins.
Full Self-Driving Software
Full self-driving software could earn $5.9 billion annually from 5 million subscribers at $99 monthly.
Optimus Production
Tesla began Optimus production at Fremont, California, aiming for 1 million units annually.
Energy Storage Growth
Tesla deployed 13.7 gigawatt-hours of energy storage products, up 10% year over year.
Semiconductor Investments
Tesla's Terafab project in Texas supports future AI computing needs but costs are undisclosed.
What it means
Tesla spent $4.73 billion on capital projects in Q3, focusing on AI infrastructure, robotaxi services, and energy storage.
