In total, there were investments of $20 billion, equivalent to just under 180 billion kronor, during the year, reports Bloomberg.
The investments include expanded capacity in existing factories, scaling up the growing robotaxi business and expanding AI infrastructure. The announcement was made in conjunction with the company's fourth-quarter report, presented on Wednesday evening.
Cars are being replaced by robots
At the same time, Tesla announced it will discontinue the S and X, the older car models that established the brand in the 2010s. The reason is that the factory in Fremont, California, is needed to build the humanoid robot Optimus - which has a lot in common with self-driving cars in terms of software.
"We are making very, very large investments," said CEO Elon Musk.
We are truly moving towards a future built on autonomy.
The company will also invest $2 billion in Musk's AI company XAI - which has already integrated the chatbot Grok into some Tesla vehicles - and has opened the possibility of building its own semiconductor factory.
Tesla is navigating a landscape where competition from Chinese electric car manufacturers is intensifying.
Declining sales
The quarterly report confirmed that its car sales continue to suffer. Sales fell by 11 percent and the number of Tesla cars delivered fell by 16 percent compared with the same period a year earlier. In 2025 as a whole, deliveries fell by almost 9 percent.
"This quarter officially marks the fundamental shift from electric car companies to going all-in on robo-taxi, energy and Optimus," Andrew Rocco, an analyst at Zacks Investment Research, told Bloomberg, continuing:
They seem almost ready to tear off the band-aid on the electric car business and focus fully on autonomy.
