✅ Confirmed Financial Financial

Tesla doubles AI compute capacity in Texas in Q2 2026

📍 Not a Tesla App

Tesla has significantly increased its AI compute capacity at Gigafactory Texas during the first half of 2026, reaching approximately 260 MW by the end of Q2, nearly double the 135 MW at the end of Q1. This growth is mainly due to new supercomputing clusters activated to train advanced autonomous models, including software for vehicles and humanoid robots. Tesla projects nearly 400 MW by the end of 2026, tripling current infrastructure. This capacity supports neural network training for Full Self-Driving, Robotaxis, and the Optimus robot, enabling faster iterations and improvements for commerci

🔎 Why it matters: The Cortex 2 hardware version and Texas compute capacity are critical for training FSD v15 and Optimus models.
📈 Upside: Enables training larger models and faster iterations for vehicles and robots.
📉 Risk: Not applicable.
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