{"id":875468,"date":"2026-06-18T08:40:17","date_gmt":"2026-06-18T08:40:17","guid":{"rendered":"https:\/\/www.europesays.com\/us\/875468\/"},"modified":"2026-06-18T08:40:17","modified_gmt":"2026-06-18T08:40:17","slug":"teslas-25-billion-capex-plan-is-no-longer-about-cars-heres-why-tesla-could-be-the-most-undervalued-ai-and-robotics-stock-of-2026","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/875468\/","title":{"rendered":"Tesla&#8217;s $25 Billion Capex Plan Is No Longer About Cars. Here&#8217;s Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026."},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\"><strong>Tesla&#8217;s<\/strong> (NASDAQ: TSLA) management raised its full-year capital spending estimate to $25 billion from $20 billion on its last earnings call, as the company continues to lay the foundation for multiyear earnings growth. It&#8217;s an exciting year of execution for the company, and what happens this year could set it up for a stellar 2027 and beyond, with artificial intelligence (AI) and robotics at its heart. Here&#8217;s why.<\/p>\n<p>         Tesla&#8217;s capital spending plan    <\/p>\n<p class=\"yf-1fy9kyt\">Management outlined the six key factory investments in late January, and they include:<\/p>\n<p class=\"yf-1fy9kyt\"><strong>Missed Nvidia in 2009? This Rare Signal Is Flashing Again.<\/strong>\u00a0In 2009, a &#8220;Double Down&#8221; signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same &#8220;Total Conviction&#8221; signal is flashing for a company 1\/100th the size of Nvidia.\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=329f3e45-b505-4ebb-af32-eb98ae8faea6&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-dd-total-conviction%3Faid%3D11123%26source%3Disaediica0000074%26ftm_cam%3Dsa-dd-4%26ftm_veh%3Dtop_incontent_pitch_feed_yahoo%26ftm_pit%3D19375&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=7f1d236d-0402-4f13-b136-9481295a6cf4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Continue \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Continue \u00bb&quot;}\" class=\"link \"><strong>Continue \u00bb<\/strong><\/a><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">A lithium refinery to produce battery-grade lithium hydroxide.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">A factory to produce lithium iron phosphate (LFP) batteries for Tesla&#8217;s Megapack units.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Cybercab production facility.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">Tesla Semi production.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">A new Megafactory to produce battery storage systems.<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\">The repurposing of Model S and Model X (now retired) production lines to begin production of Optimus robots.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">On top of this, Tesla is part of the Terafab joint venture with<strong> SpaceX<\/strong> to build a massive semiconductor facility that will produce chips for both companies, a move that some think <a href=\"https:\/\/www.fool.com\/investing\/2026\/06\/01\/why-a-tesla-and-spacex-merger-would-not-be-great-n\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=7f1d236d-0402-4f13-b136-9481295a6cf4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:could foreshadow a Tesla\/SpaceX merger;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;could foreshadow a Tesla\/SpaceX merger&quot;}\" class=\"link \">could foreshadow a Tesla\/SpaceX merger<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">As you can see, these investments aren&#8217;t just about Tesla&#8217;s core <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/consumer-discretionary\/automotive-stocks\/electric-car-stocks\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=7f1d236d-0402-4f13-b136-9481295a6cf4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:electric vehicle (EV) business;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;electric vehicle (EV) business&quot;}\" class=\"link \">electric vehicle (EV) business<\/a>; they are all intended to establish and secure a supply chain of chips (through Terafab), refined lithium, and lithium batteries, as well as establish production of Tesla&#8217;s most exciting growth initiatives &#8212; namely, its dedicated robotaxi, Cybercab, and its Optimus robot.<\/p>\n<p>      Cybercab and Optimus    <\/p>\n<p class=\"yf-1fy9kyt\">Tesla is an AI stock, but with a key difference. Tesla&#8217;s solutions embody AI rather than rely on end demand for AI applications. Unlike the hyperscalers who are building out massive infrastructure to support future demand, Tesla is embedding AI in its solutions so they work better.<\/p>\n<p class=\"yf-1fy9kyt\">For robotaxi\/cybercab and the full self-driving (FSD) software that runs it, the next big step will be the validation and release of FSD v15, due sometime in late 2026 or early 2027. The v15 FSD will incorporate large-model AI architecture, and is necessary &#8220;before going to large-scale unsupervised FSD,&#8221; according to CEO Elon Musk on the last earnings call.<\/p>\n<p class=\"yf-1fy9kyt\">Similarly, Optimus is an AI-driven robot that uses vision-based AI originally developed for FSD.<\/p>\n<p>     <img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Tesla cars. \" loading=\"lazy\" height=\"576\" width=\"960\" class=\"yf-lglytj loader\"\/> Image source: Tesla.        Tesla is not just a car company   <\/p>\n<p class=\"yf-1fy9kyt\">As such, while Tesla currently relies on EVs for the bulk of its revenue and its EVs are the foundation of robotaxi\/Cybercab, the reality is that its future lies in recurring revenue from robotaxi ride-share and probably Optimus robot-as-a-service (RaaS).<\/p>\n<p class=\"yf-1fy9kyt\">While revenue from both likely won&#8217;t be material (Wall Street analysts see robotaxi\/Optimus as being responsible for almost 13% of revenue in 2028) until 2027\/2028, what Tesla does with its investments this year will set the company up for foundational growth in the coming years.<\/p>\n<p>       We just issued &#8216;double down&#8217; alerts on 3 stocks \u2014 find out if\u00a0Tesla made our list   <\/p>\n<p class=\"yf-1fy9kyt\">Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n<p class=\"yf-1fy9kyt\">On rare occasions, our expert team of analysts issues a <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=521eb32f-9a7d-4722-8c54-f9e60208db02&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-dd-4%3Faid%3D11123%26source%3Disaeditxt0001180%26ftm_cam%3Dsa-dd%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18780&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=7f1d236d-0402-4f13-b136-9481295a6cf4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:\u201cDouble Down\u201d stock;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;\u201cDouble Down\u201d stock&quot;}\" class=\"link \"><strong>\u201cDouble Down\u201d stock<\/strong><\/a> recommendation\u00a0for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>Nvidia:<\/strong>\u00a0if you invested $1,000 when we doubled down in 2009,\u00a0<strong>you\u2019d have $538,621<\/strong>!*<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>Apple:<\/strong> if you invested $1,000 when we doubled down in 2008, <strong>you\u2019d have $57,033<\/strong>!*<\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><strong>Netflix:<\/strong> if you invested $1,000 when we doubled down in 2004, <strong>you\u2019d have $424,531<\/strong>!*<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\">Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies<strong>, available when you join\u00a0Stock Advisor<\/strong>, and there may not be another chance like this anytime soon.<\/p>\n<p class=\"yf-1fy9kyt\"><strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=521eb32f-9a7d-4722-8c54-f9e60208db02&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-dd-4%3Faid%3D11123%26source%3Disaeditxt0001180%26ftm_cam%3Dsa-dd%26ftm_pit%3D18780%26ftm_veh%3Darticle_pitch_feed_yahoo&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=7f1d236d-0402-4f13-b136-9481295a6cf4\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 3 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See the 3 stocks \u00bb&quot;}\" class=\"link \">See the 3 stocks \u00bb<\/a><\/strong><\/p>\n<p class=\"yf-1fy9kyt\">*Stock Advisor returns as of June 9, 2026<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.fool.com\/author\/2492\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Lee Samaha;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Lee Samaha&quot;}\" class=\"link \">Lee Samaha<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;disclosure policy&quot;}\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.fool.com\/investing\/2026\/06\/18\/teslas-25-billion-capex-plan-is-no-longer-about-ca\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Tesla&#039;s $25 Billion Capex Plan Is No Longer About Cars. Here&#039;s Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Tesla&#039;&quot;}\" class=\"link \">Tesla&#8217;s $25 Billion Capex Plan Is No Longer About Cars. Here&#8217;s Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026.<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Tesla&#8217;s (NASDAQ: TSLA) management raised its full-year capital spending estimate to $25 billion from $20 billion on its&hellip;\n","protected":false},"author":3,"featured_media":875469,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21],"tags":[691,738,158,7829,355839,67,132,68],"class_list":["post-875468","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-technology","tag-tesla","tag-tesla-semi","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116770218142004076","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/875468","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=875468"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/875468\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/875469"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=875468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=875468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=875468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}