{"id":74824,"date":"2026-04-23T21:25:13","date_gmt":"2026-04-23T21:25:13","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/74824\/"},"modified":"2026-04-23T21:25:13","modified_gmt":"2026-04-23T21:25:13","slug":"felegeti-keszpenztartalekait-a-tesla-prohardver-automobil-merleg-tech-ai-szolgaltatok-ai-hardver-hir","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/74824\/","title":{"rendered":"Fel\u00e9geti k\u00e9szp\u00e9nztartal\u00e9kait a Tesla &#8211; PROHARDVER! Aut\u00f3+mobil \/ M\u00e9rleg \/ Tech \/ AI szolg\u00e1ltat\u00f3k \/ AI hardver h\u00edr"},"content":{"rendered":"<p>A Tesla 2026 els\u0151 negyed\u00e9v\u00e9ben stabil p\u00e9nz\u00fcgyi eredm\u00e9nyeket \u00e9rt el: a 0,9 milli\u00e1rd doll\u00e1ros \u00fczemi nyeres\u00e9g mellett az elemz\u0151i v\u00e1rakoz\u00e1sokat meghalad\u00f3, 1,4 milli\u00e1rd doll\u00e1ros szabad k\u00e9szp\u00e9nz\u00e1raml\u00e1st termelt, \u00edgy 44,7 milli\u00e1rd doll\u00e1r k\u00e9szp\u00e9nztartal\u00e9kkal v\u00e1ghat neki 2026 h\u00e1tral\u00e9v\u0151 r\u00e9sz\u00e9nek, amit k\u00f6nnyen megfelezhet sz\u00e1mos el\u0151remutat\u00f3 fejleszt\u00e9s \u00e9s befektet\u00e9s miatt.<\/p>\n<p align=\"center\"><a href=\"https:\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqdg_bcaalmpm.jfif\" target=\"_blank\" rel=\"nofollow noopener\"><img decoding=\"async\" class=\"nokeret\" src=\"https:\/\/www.europesays.com\/hu\/wp-content\/uploads\/2026\/04\/1776979512_172_800.jpeg\" data-retina-url=\"\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqdg_bcaalmpm.thumb.jfif\" data-retina-max-width=\"800\" alt=\"\"\/><\/a><br \/>[+]<\/p>\n<p>A v\u00e1llalat jelent\u0151s el\u0151rel\u00e9p\u00e9st tett az ell\u00e1t\u00e1si l\u00e1ncok regionaliz\u00e1l\u00e1sa \u00e9s a vertik\u00e1lis integr\u00e1ci\u00f3 ter\u00e9n, mik\u00f6zben glob\u00e1lisan a j\u00e1rm\u0171vei ir\u00e1nt a kereslet fel\u00e9l\u00e9nk\u00fcl\u00e9s\u00e9t tapasztalhatta meg, k\u00fcl\u00f6n\u00f6sen az APAC \u00e9s d\u00e9l-amerikai r\u00e9gi\u00f3kban, valamint kisebb fellend\u00fcl\u00e9st \u00c9szak-Amerik\u00e1ban \u00e9s a minket is \u00e9rint\u0151 EMEA t\u00e9rs\u00e9gben. A negyed\u00e9v legfontosabb m\u00e9rf\u00f6ldk\u00f6vei az AI \u00e9s a robotika k\u00f6r\u00e9 csoportosultak: a Tesla megkezdte a fel\u00fcgyelet n\u00e9lk\u00fcli Robotaxi szolg\u00e1ltat\u00e1st Dallasban \u00e9s Houstonban (\u00e1ll\u00edt\u00f3lag egy-egy aut\u00f3val), Hollandi\u00e1ban pedig megkapta a hat\u00f3s\u00e1gi j\u00f3v\u00e1hagy\u00e1st a fel\u00fcgyelt FSD, amit p\u00e1r h\u00f3napon bel\u00fcl az EU t\u00f6bbi orsz\u00e1ga k\u00f6vethet, b\u00e1r ebbe a b\u00fcrokr\u00e1cia \u00e9s a politika belesz\u00f3lhat.<\/p>\n<p align=\"center\"><a href=\"https:\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqdhfacaawqoq.jfif\" target=\"_blank\" rel=\"nofollow noopener\"><img decoding=\"async\" class=\"nokeret\" src=\"https:\/\/www.europesays.com\/hu\/wp-content\/uploads\/2026\/04\/1776979512_185_800.jpeg\" data-retina-url=\"\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqdhfacaawqoq.thumb.jfif\" data-retina-max-width=\"800\" alt=\"\"\/><\/a><br \/>[+]<\/p>\n<p>A j\u00f6v\u0151beli n\u00f6veked\u00e9st a Megapack 3, a Cybercab \u00e9s a Tesla Semi gy\u00e1rt\u00f3sorainak el\u0151k\u00e9sz\u00edt\u00e9se, a korai gy\u00e1rt\u00e1s lass\u00fa fellend\u00edt\u00e9se, valamint a saj\u00e1t l\u00edtium-, kat\u00f3d- \u00e9s LFP-cella-gy\u00e1rt\u00e1s felp\u00f6rget\u00e9se biztos\u00edtja, mik\u00f6zben az Optimus humanoid robot fejleszt\u00e9se is a t\u00f6megtermel\u00e9s ir\u00e1ny\u00e1ba halad. Erre a szerepre a Elon Musk Optimus 3-at nevezn\u00e9 be, \u00e1m a Tesla szerint m\u00e9g eszt\u00e9tikai munka v\u00e1r r\u00e1 a v\u00e9gleges bemutat\u00f3ig, \u00e9s azt sem szeretn\u00e9 a Tesla, hogy a prom\u00f3ci\u00f3s \u00e9s felhaszn\u00e1l\u00f3i vide\u00f3kat kielemezze a konkurencia. Optimus 3-r\u00f3l v\u00e1rhat\u00f3an az \u00e9v k\u00f6zep\u00e9n hull le lepel.<\/p>\n<p align=\"center\"><a href=\"https:\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqftpakaaxsyz.jfif\" target=\"_blank\" rel=\"nofollow noopener\"><img decoding=\"async\" class=\"nokeret\" src=\"https:\/\/www.europesays.com\/hu\/wp-content\/uploads\/2026\/04\/1776979513_408_800.jpeg\" data-retina-url=\"\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqftpakaaxsyz.thumb.jfif\" data-retina-max-width=\"800\" alt=\"\"\/><\/a><br \/>[+]<\/p>\n<p>A legnagyobb sz\u00e1m, ami a negyed\u00e9ves konferenciabesz\u00e9lget\u00e9sen elhangzott a 25 milli\u00e1rd: ennyi doll\u00e1rt ford\u00edtana id\u00e9n a Tesla a fejleszt\u00e9sekre, a beruh\u00e1z\u00e1sokra \u00e9s a gy\u00e1rt\u00f3kapacit\u00e1s n\u00f6vel\u00e9s\u00e9re. Ez \u00f3ri\u00e1si ugr\u00e1s a kor\u00e1bbi \u00f3vatos k\u00f6lt\u00e9shez k\u00e9pest, ami 2025-ben 8,5 milli\u00e1rd, 2024-ben 11,3 milli\u00e1rd, 2023-ban 8,9 milli\u00e1rd doll\u00e1r volt. A Tesla persze az AI-ban is \u00e9rdekelt, \u00e9s riv\u00e1lisai sz\u00e1zmilli\u00e1rd doll\u00e1rban m\u00e9rik a 2026-os k\u00f6lt\u00e9st. Elon Musk a m\u00e9lyebb zsebbe ny\u00fal\u00e1st a Tesla \u00e1talakul\u00e1s\u00e1val indokolta: a c\u00e9g a villanyaut\u00f3k, a napelemek \u00e9s az energiat\u00e1rol\u00f3k fel\u0151l egyre ink\u00e1bb az AI \u00e9s a robotika ir\u00e1ny\u00e1ba mozdul, \u00e9s a plusz beruh\u00e1z\u00e1sok c\u00e9lpontjai k\u00f6z\u00e9 a megn\u00f6velt sz\u00e1m\u00edt\u00e1si kapacit\u00e1s \u00e9s a kutat\u00e1s-fejleszt\u00e9si b\u0151v\u00edt\u00e9s is beletartozik.<\/p>\n<p>\u00c1m jut el\u00e9g keret az olyan Tesla alaptechnol\u00f3gi\u00e1kra, mint az akkumul\u00e1tor vagy az \u00f6nvezet\u0151 AI, amely Amerik\u00e1ban \u00e9pp most v\u00e1ltott 14.3.2-es fel\u00fcgyelt verzi\u00f3ra, \u00e9s ism\u00e9t el\u0151rel\u00e9pett a fel\u00fcgyelet n\u00e9lk\u00fcli m\u0171k\u00f6d\u00e9s ir\u00e1ny\u00e1ba. Nem v\u00e1ltozott viszont a hurr\u00e1optimista Elon id\u0151sz\u00e1m\u00edt\u00e1s \u00e9s \u00fajfent kitol\u00f3dott az id\u0151pont (ami vagy elj\u00f6n, vagy nem), amikor egy Tesla civil tulajdonosa elszund\u00edthat a vol\u00e1nn\u00e1l. Ehhez tal\u00e1n meg kell v\u00e1rni az \u00e9v v\u00e9g\u00e9re \u00edg\u00e9rt FSD 15-\u00f6s verzi\u00f3t, viszont a HW4 chipet v\u00e1lt\u00f3 AI5-\u00f6t val\u00f3sz\u00edn\u0171leg nem: \u00fagy t\u0171nik, ezt ink\u00e1bb az Optimus robotba sz\u00e1nja a Tesla, \u00e9s az aktu\u00e1lis \u00f6nvezet\u0151 hardver mem\u00f3rian\u00f6vel\u00e9ssel juthat extra l\u00e9legzethez.<\/p>\n<p align=\"center\"><a href=\"https:\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqfrgakaa8jye.jfif\" target=\"_blank\" rel=\"nofollow noopener\"><img decoding=\"async\" class=\"nokeret\" src=\"https:\/\/www.europesays.com\/hu\/wp-content\/uploads\/2026\/04\/1776979513_349_800.jpeg\" data-retina-url=\"\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqfrgakaa8jye.thumb.jfif\" data-retina-max-width=\"800\" alt=\"\"\/><\/a><br \/>[+]<\/p>\n<p>Optimust el\u0151sz\u00f6r a kifut\u00f3 Model S \u00e9s X gy\u00e1rt\u00f3ter\u00fclete fogja el\u0151\u00e1ll\u00edtani, de \u00e9p\u00fcl a texasi robotgy\u00e1r is, valamint Austinban a Terafab gigaproject r\u00e9szek\u00e9nt egy f\u00e9lvezet\u0151 kutat\u00e1si \u00e9s gy\u00e1rt\u00e1si \u00fczem. Id\u00e9n \u00e9s a Tesla tippje szerint keservesen lassan fog felp\u00f6r\u00f6gni a Cybercab robotaxi, az Optimus robot \u00e9s a Semi nyergesvontat\u00f3 t\u00f6meggy\u00e1rt\u00e1sa, \u00e1m 2027 fordul\u00f3j\u00e1ra m\u00e1r eg\u00e9szs\u00e9ges lehet a heti gy\u00e1rt\u00e1ssz\u00e1m. Optimus id\u00e9n m\u00e9g a Tesla gy\u00e1raiban dolgozhat, az \u00e9rt\u00e9kes\u00edt\u00e9s j\u00f6v\u0151re indulhat. A h\u00e1rom fenti term\u00e9kkateg\u00f3ria lass\u00fa indul\u00e1s\u00e1b\u00f3l az \u00faj technol\u00f3gi\u00e1k mellett az \u00faj \u00fczemek, gy\u00e1rt\u00f3sorok \u00e9s gy\u00e1rt\u00e1stechnol\u00f3gi\u00e1k, valamint a besz\u00e1ll\u00edt\u00f3i h\u00e1l\u00f3zat ki\u00e9p\u00edt\u00e9se is kiveszi a r\u00e9sz\u00e9t, \u00e9s am\u00edg nem p\u00f6r\u00f6g fel a dolog, a Tesla k\u00e9szp\u00e9nztartal\u00e9ka fogyni fog.<\/p>\n<p align=\"center\"><a href=\"https:\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqftpamaayoio.jfif\" target=\"_blank\" rel=\"nofollow noopener\"><img decoding=\"async\" class=\"nokeret\" src=\"https:\/\/www.europesays.com\/hu\/wp-content\/uploads\/2026\/04\/1776979513_198_800.jpeg\" data-retina-url=\"\/\/cdn.rios.hu\/dl\/cnt\/2026-04\/360635\/hgiqftpamaayoio.thumb.jfif\" data-retina-max-width=\"800\" alt=\"\"\/><\/a><br \/>[+]<\/p>\n<p>A p\u00e9nz\u00fcgyi vezet\u0151 Vaibhav Taneja szerint a beruh\u00e1z\u00e1si hull\u00e1m r\u00e1ad\u00e1sul \u00e9vekig kitarthat, teh\u00e1t a komplett tartal\u00e9kot felem\u00e9sztheti a Tesla, \u00e9s ezt vegyes \u00e9rzelmekkel fogadta a r\u00e9szv\u00e9nypiac. Sok elemz\u0151 ugyanakkor m\u00e1r az xAI-t \u00e9s a Twittert bekebelez\u0151 SpaceX t\u0151zsdepiaci bevezet\u00e9s\u00e9t, majd a Tesl\u00e1val t\u00f6rt\u00e9n\u0151 \u00f6sszeolvad\u00e1s forgat\u00f3k\u00f6nyveit elemzi. A Terafab gigagy\u00e1r m\u00e1r bejelentett k\u00f6z\u00f6s projekt, ahol a Tesla a chipeket, a gy\u00e1rt\u00f3sorokat, a robotokat \u00e9s a f\u00f6ldi infrastrukt\u00far\u00e1t, a SpaceX pedig az AI-t, a rak\u00e9t\u00e1kat, az adatkommunik\u00e1ci\u00f3s m\u0171holdakat \u00e9s az \u0171radatk\u00f6zpontokat biztos\u00edtan\u00e1. Ha a SpaceX \u00e9s Tesla kimondja a boldog\u00edt\u00f3 igent (ez egyel\u0151re elemz\u0151i spekul\u00e1ci\u00f3), egy csap\u00e1sra a vil\u00e1g leg\u00e9rt\u00e9kesebb v\u00e1llalata lehet, \u00e9s Elon Musk kez\u00e9be koncentr\u00e1l\u00f3dhat annyi technol\u00f3gia, vagyon \u00e9s AI infrastrukt\u00fara, hogy az m\u00e1r a piaci szab\u00e1lyoz\u00f3 szervek szem\u00e9t is sz\u00farhatja. Egy esetleges egyes\u00fcl\u00e9sbe a k\u00e9t c\u00e9g r\u00e9szv\u00e9nyesei is belesz\u00f3lhatnak, ha nem ugyanazt a j\u00f6v\u0151t vizion\u00e1lj\u00e1k, mint a Twitter saj\u00e1t kinevez\u00e9s\u0171 m\u00e9mbere.<\/p>\n","protected":false},"excerpt":{"rendered":"A Tesla 2026 els\u0151 negyed\u00e9v\u00e9ben stabil p\u00e9nz\u00fcgyi eredm\u00e9nyeket \u00e9rt el: a 0,9 milli\u00e1rd doll\u00e1ros \u00fczemi nyeres\u00e9g mellett az&hellip;\n","protected":false},"author":2,"featured_media":74825,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[26851,27212,27211,110,13248,44,42,40,43,41,6622,27210,12838,8263,629,482,426,111],"class_list":{"0":"post-74824","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-vallalkozas","8":"tag-ai-hardver","9":"tag-ai-szolgaltatok","10":"tag-automobil","11":"tag-business","12":"tag-fsd","13":"tag-hu","14":"tag-hungarian","15":"tag-hungary","16":"tag-magyar","17":"tag-magyarorszag","18":"tag-merleg","19":"tag-optimus","20":"tag-robotaxi","21":"tag-spacex","22":"tag-tech","23":"tag-tesla","24":"tag-teszt","25":"tag-vallalkozas"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116456136690809339","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/74824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=74824"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/74824\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/74825"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=74824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=74824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=74824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}