According to Sawyer Merritt, citing William Blair analyst Jed Dorsheimer, Tesla's stock valuation is now driven by its transformation into a real-world AI leader, particularly through its robotaxi and Optimus initiatives. The analyst highlights that Tesla’s Megapack energy storage solution is expected to become a critical infrastructure component for AI data centers in 2026. This marks a significant business opportunity for Tesla as demand for AI-driven data processing and storage grows, positioning Megapack as a key enabler of large-scale AI deployments (Source: Sawyer Merritt on X, Jan 3, 2026).

According to Sawyer Merritt, Tesla and SPIE have signed a three-year formal agreement to deepen their collaboration on battery energy storage system (BESS) projects across Europe, including a $366 million, 1.4 GWh BESS project in the Netherlands. The partnership also covers a 100 MW/200 MWh BESS project in France and a 50 MW/200 MWh BESS in Belgium using 53 Tesla Megapacks. These large-scale BESS deployments leverage AI-powered energy management systems to optimize grid stability, reduce operational costs, and support renewable integration, presenting significant business opportunities for AI solution providers in the European energy infrastructure market (Sawyer Merritt, Twitter, Dec 18, 2025).