According to Sawyer Merritt on Twitter, Elon Musk has announced that Tesla will discontinue the Model S and Model X in Q2 2026, reallocating production space to an Optimus factory. This strategic move reflects Tesla’s commitment to an autonomous future, with a focus on advanced robotics and AI-powered manufacturing. As reported by Sawyer Merritt, the shift underscores Tesla's long-term vision to lead in AI-driven automation and robotics, potentially opening new business opportunities in the autonomous robotics sector and transforming Tesla’s operational model.

According to Sawyer Merritt, Tesla announced plans to more than double the size of its onsite compute resources in Texas by the first half of 2026, measured in H100 GPU equivalents. The company aims to maximize capital efficiency by scaling its AI training infrastructure strategically, addressing training backlogs and future compute demands. This expansion signals Tesla's commitment to advancing AI-powered autonomous technologies, with significant implications for AI model training and business scalability, as reported by Sawyer Merritt on Twitter.