expanding
Capex TTM $12.9B is up ~52% vs FY2025's $8.5B, funding the FSD/robotaxi buildout (now live in Austin/Dallas/Houston/Miami + SF Bay safety-driver service) and Energy storage growth (+? YoY) — but the market is pricing this as overreach, not confidence: stock down ~30% YTD, 'worst slump since 2022' after Q2-2026 earnings cited 'massive AI infrastructure capex' as the trigger.
Sourced figures 3
- stockanalysis.com TSLA cash-flow statement capex TTM $12,923M vs FY2025 $8,527M — up ~52%
- stockanalysis.com — TSLA quote/news stock down ~30% YTD, 'worst slump since 2022' post Q2-2026 earnings citing AI-infra capex; share price $309.22, market cap $1.22T (07-27)
- Wikipedia — Tesla Robotaxi Robotaxi commercial service live: Austin/Dallas/Houston (TX), Miami (FL, from 07-03-2026); SF Bay Area safety-driver service; fleet still small (~135 vehicles as of Dec-2025) vs Waymo
the working
Basis
Capex TTM $12.9B is up ~52% vs FY2025's $8.5B, funding the FSD/robotaxi buildout (now live in Austin/Dallas/Houston/Miami + SF Bay safety-driver service) and Energy storage growth (+? YoY) — but the market is pricing this as overreach, not confidence: stock down ~30% YTD, 'worst slump since 2022' after Q2-2026 earnings cited 'massive AI infrastructure capex' as the trigger.
Threads 1
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Tesla.