Part 11/13:
Tesla's recent focus suggests that data centers are becoming the "next big thing," with advanced megafacilities designed for AI training and energy storage management. The company’s move toward building its own megawatt-scale power infrastructure indicates a desire to decouple from traditional utility constraints and enable large-scale AI training.
Strategic Risks and Considerations
While Tesla's trajectory is impressive, experts acknowledge potential hurdles:
Regulatory hurdles could slow deployment of Robo-taxis, especially in global markets with varying rules.
Manufacturing scale-up might face challenges—supply chain bottlenecks, battery constraints, and permitting delays could temper growth.