According to Sawyer Merritt, Tesla's global vehicle deliveries showed rapid growth from 3,000 units in 2012 to a peak of over 1.8 million in 2023, driven largely by advanced AI manufacturing, supply chain automation, and autonomous driving technologies (source: Sawyer Merritt, Twitter, Jan 2, 2026). In contrast, the company is experiencing a slowdown in vehicle deliveries for 2024-2025, reflecting market saturation and increased competition, but with a modest analyst consensus rebound to 1.75 million units in 2026. The most significant AI-driven business opportunity is in Tesla's energy storage deployments, which surged from 1.65 GWh in 2019 to a projected 64 GWh in 2026, thanks to AI-powered energy optimization and expansion of Megapack factories. The third Megapack factory, coming online in 2026 with 50 GWh capacity, represents a major leap in Tesla's AI-enabled grid-scale storage business, aligning with global trends in renewable energy integration and smart grid management.