According to Sawyer Merritt, Tesla is set to quickly capitalize on Canada’s decision to remove 100% tariffs on Chinese-made electric vehicles (EVs), leveraging its Shanghai Gigafactory’s advanced AI-driven manufacturing and logistics capabilities. By utilizing real-time AI analytics for inventory and distribution, Tesla efficiently ships EVs to Canada, where it already operates a robust network of 39 sales and service centers. This development positions Tesla to rapidly expand market share, reduce costs, and optimize supply chain performance using AI technologies—giving it a significant business advantage over competitors less invested in AI-enabled operations (Source: Sawyer Merritt on Twitter).

According to Sawyer Merritt, Tesla China's AI-enhanced manufacturing processes enabled the company to achieve its second-best month ever with 97,171 vehicles sold wholesale in December 2025, only trailing the record from November 2022. Despite this strong performance, year-over-year wholesale sales declined by 7%, highlighting increased competition and evolving market dynamics in the Chinese EV sector. The ongoing integration of artificial intelligence in Tesla's Gigafactory Shanghai production lines continues to drive efficiency and scalability, presenting significant opportunities for AI solution providers and manufacturing automation firms targeting the electric vehicle industry. (Source: Sawyer Merritt via Twitter, Teslarati)