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FSD
FSD
Tesla reports Q2 2026 records and progress in FSD, Robotaxi, and AI
In the Q2 2026 earnings call, Tesla highlighted record deliveries, with the Model Y as the best-selling vehicle worldwide. Active FSD subscriptions grew 56% year-over-year to 1.48 million, and over 55% of North American deliveries included FSD. Tesla deployed FSD V14-Lite in the US and South Korea and secured regulatory approvals in several European countries, with over 50 million kilometers driven cumulatively in Europe. Unsupervised Robotaxi operations expanded to seven cities, accumulating 2.5 million paid miles without incidents. Tesla also doubled AI training compute capacity in Texas, wi
- 1.48 million active FSD subscriptions, +56% year-over-year
- Unsupervised Robotaxi operates in 7 cities with 2.5 million miles
- Compute capacity in Texas doubled to 115 MW with Cortex 2
🔎 Why it matters: The expansion of FSD V14-Lite and unsupervised Robotaxi operations in multiple cities represent key technical and regulatory advances for Tesla autonomy.
📈 Upside: The FSD V14-Lite deployment maintains high safety and performance standards on AI3 hardware.
📉 Risk: Robotaxi growth depends on avoiding accidents to prevent halting commercial rollout.
🤖 Automated analysis and summary. Every story links its original source for verification.