Tesla targets 400 MW of AI compute by end-2026, spends less
Tesla plans to reach 400 MW of AI training compute by the end of 2026 while lowering its full-year capital spending to about $20 billion.
By GennnAi··1 min read
In its third-quarter update, published October 21, the carmaker reports capital expenditure of $4.73 billion for the quarter, against $5.79 billion in the second. Revenue reached $28.05 billion, with operating income of $718 million. Tesla continues its superintelligence, robotics and energy projects. Free cash flow stood at $1.5 billion. Active FSD subscriptions rose to 1.74 million, and the company delivered 486,532 vehicles.
Source: Tesla, published on October 21, 2026.