# Tesla
Latest news and articles about Tesla
Total: 24 articles found
Tesla Ends One‑Time FSD Sales in U.S., Leaning Harder on Subscriptions as China Keeps Buyouts
Tesla removed the one‑time purchase option for its Full Self‑Driving package on its U.S. website on 15 February 2026, switching to subscription only, while its China site still offers buyouts at ¥32,000 and ¥64,000. The move signals a strategic shift toward recurring software revenue, greater operational control over advanced driving features, and differing market approaches between the U.S. and China.
China Forces the End of Fully Hidden Door Handles — Safety Trumps Style in EV Design
China’s GB 48001—2026 mandates mechanical redundancy for vehicle door handles and effectively bans fully power‑dependent hidden exterior handles, with staggered compliance from 2027 to 2029. The rule responds to a cluster of rescue failures and consumer complaints and will force costly redesigns across automakers and suppliers, with likely global ripple effects given China’s market size.
Tesla Goes Hunting for Talent as Musk Bets on a 100GW U.S. Solar Push
Tesla has started recruiting senior engineers and scientists to scale up U.S. solar module manufacturing as part of Elon Musk’s 100GW deployment target, with an internal deadline of the end of 2028. The effort confronts a domestic shortage of cell production, entrenched Chinese dominance, and the political and technical obstacles that have stymied past U.S. solar manufacturing plans.
Tesla Sets Up an AI Training Hub in China as Autonomy Goes Local
Tesla has opened an AI training centre in China to perform local model training for its driver‑assist and China‑specific AI features, a step aimed at improving product fit and regulatory compliance. The company did not disclose the facility’s compute capacity, leaving open how extensively it plans to scale local training.
China’s EV Financing War Ripples Through Used‑Car Market, Pummelling Resale Values and Dealers’ Margins
Tesla’s January 2026 push of 5‑year 0% and 7‑year low‑interest purchase plans has spurred competitors to extend similar financing, making new EV purchases cheaper per month and prompting buyers to favour new cars. That shift has weakened demand for secondhand electric cars, forced dealers to cut prices or offer short-term interest‑free loans, and highlighted structural risks to EV residual values driven by rapid technological obsolescence and battery concerns.
Price War Fades, Financing Mayhem Begins: How China’s Carmakers Are Competing with 7‑Year Loans
China’s auto makers have shifted from price cuts to long‑tenor, low‑interest financing as regulators clamp down on direct price wars and fiscal policy subsidises consumer loans. The tactic reduces monthly payments and attracts young buyers, but it also locks consumers into long contracts on rapidly depreciating electric vehicles and concentrates advantages with well‑capitalised firms.
Musk's Next Move: Fusing SpaceX, Tesla and xAI into a 'Space‑Compute' Empire
Reports that Elon Musk is exploring tighter integration between SpaceX, Tesla and xAI reflect a strategic push to build a ‘space‑compute’ ecosystem combining satellite connectivity, vehicle and robot endpoints, and large AI models. While the business case is clear, major legal, technical and geopolitical hurdles make a full corporate merger unlikely in the near term; closer operational collaboration is the more probable path.
China’s L3 Breakthrough Reignites a Strategic Split: Regulated Stepwise Rollout vs. Skipping Straight to L4
China’s first L3 automated‑driving permits, issued at the end of 2025, have intensified a strategic divide between firms that favour a regulated, scenario‑limited rollout and those aiming to leap directly to L4 autonomy. The debate is shaped by rapid L2 adoption, certification standards that increasingly demand L4‑like fail‑safe behaviour, and the commercial limits of narrow ODDs.
Beyond Cars: Tesla and Chinese Automakers Race to Dominate Humanoid Robots
Tesla's pivot from Model S/X to Optimus has turned humanoid robots into a new battleground between Elon Musk and Chinese automakers. Shared technology stacks and supply chains make the transition low-cost for carmakers, and 2026–27 looks set to be the decisive window for scale competition.
Musk’s $800bn: A Paper Fortunes Built on Future Narratives and Risky Valuations
Elon Musk’s reported $800 billion net worth stems primarily from recent revaluations of his equity in private ventures, notably xAI and SpaceX, rather than liquid assets. That wealth is highly concentrated and dependent on optimistic long‑term narratives for space, AI and autonomous driving — making it vulnerable to sudden market repricing if those narratives weaken.
Musk Says Tesla’s Next-Gen Optimus Will Be Made in Texas as Production Scales Up
Elon Musk announced that Tesla’s Optimus 4 humanoid robot will be produced in Texas with a substantial increase in output. The declaration signals a push from prototypes toward scaled manufacturing, carrying significant supply‑chain, competitive and regulatory implications for the robotics industry and Tesla’s business mix.
Tesla’s Pivot: From Carmaker in Retreat to AI Bet Worth $1.4tn — Can the Math Add Up?
Tesla’s 2025 results expose a company at a crossroads: vehicle deliveries and automotive margins have declined while investors have re‑priced the firm around an AI and energy future. Energy storage is the clearest near‑term bright spot, but Robotaxi, FSD and Optimus remain high‑risk, long‑dated bets whose commercial payoff will decide whether Tesla’s trillion‑dollar valuation is justified.