智通财经网·2026-01-30 15:46Core Viewpoint - Tesla is transitioning from a hardware company to a physical AI company, focusing on AI and robotics as the future of the business [1] Group 1: Business Transition - Tesla's automotive business is declining, prompting Elon Musk to shift the company's focus towards AI and robotics technology [1] - The Fremont factory in California will be repurposed to produce the upcoming Optimus robot, with production expected to start by the end of 2026 and public release in 2027 [1] Group 2: Financial Investments - Tesla's CFO Vaibhav Taneja announced that the company's capital expenditure for this year is approximately $20 billion, which will be allocated to new factories, the Optimus robot, and AI computing resources [1] - Recently, Tesla entered into an agreement with Musk's AI startup xAI, committing to invest around $2 billion to enhance its capabilities in developing and deploying AI products and services [1]