
Tesla's Real 2026 Problem: AI Capex Eats the EV Cash Machine
Tesla's 2026 problem is not only EV demand. AI capex for robotaxis, FSD and Optimus now tests how much cash the EV business can fund.
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Tesla's 2026 problem is not only EV demand. AI capex for robotaxis, FSD and Optimus now tests how much cash the EV business can fund.