Tesla(US:TSLA) Xin Lang Ke Ji·2026-02-06 15:47Core Insights - Tesla's Vice President Tao Lin outlined the company's strategic planning and business layout for 2026, highlighting a capital expenditure exceeding $20 billion [1]. Group 1: Capital Expenditure Allocation - The capital expenditure will focus on six main areas: 1. Advancement of Cybercab mass production, with core production line construction in the U.S. nearly completed and continued investment into 2026 to ensure successful scale production [1]. 2. Construction of AI computing centers, which is the most critical investment direction, with over $10 billion already invested in the Texas training center, and significant additional investment planned for 2026 to support all AI-related applications [1]. 3. Upgrading and transforming the robotics factory, with ongoing upgrades to the Model S/X production line and plans for larger-scale transformation to achieve mass production capability for the Optimus robot by the end of 2026 [1]. 4. Expansion of energy storage business, with increased manufacturing investment to enhance overall capacity and delivery capabilities to meet the rapidly growing global energy demand [1]. 5. Upgrading the global manufacturing system to improve hardware automation and software capabilities, making the entire manufacturing system more efficient and scalable [2]. 6. Continuous construction and opening of the charging network, with plans to expand coverage and gradually open it to more automotive companies [2].