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Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla: Increasing AI capex >5x in 2026. Implications.

At its 4Q25 earnings, Tesla guided capex to >$20bn this year, up >130% YoY and 80% above consensus. In today's one slider we analyze the drivers of the increase and what it implies for Tesla's robotaxi ambitions.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | Memory, GFS, TSEM

One of the questions that we've continuously encountered (understandably) is where are we in the AI adoption and investment timeline (e.g. when will slowing investment trends become a headwind). While history is never a perfect determinant of future results (and recent economic data in particular m

Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

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