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He observed that Tesla’s multi-platform approach—leveraging the Y, X, and potentially other vehicles—provides a versatile foundation for robot applications. Larry expects initial robot shipments to target internal use and select suppliers, gradually expanding to external markets later in 2026.
Energy Storage and Power Solutions
Tesla’s energy division continues to showcase strength, with robust global demand for Powerwall, solar, and energy storage systems. Larry confirmed that Tesla is already supplying power to hyperscalers via direct and indirect channels, with demand surging worldwide.