特斯拉Q2更新展示了AI自动驾驶与机器人产线的重大突破，Cybercab量产和Robotaxi扩展是公司AI战略的重要里程碑
特斯拉股东更新正在进行中！
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Tesla shareholder update underway right now!
@Tesla 第二季度股东更新 → https://t.co/u0UcDOuMNa
亮点
– Cybercab 在德克萨斯州 Gigafactory 开始生产
– Tesla Semi 仍有望在今年在我们的内华达新工厂实现大规模生产
– 正在继续扩大电池包容量（这是近期车辆产量增加的主要限制因素）
– Megafactory Texas 即将完工（计划于今年开始生产）
– 越来越多的客户在购买车辆时选择订阅 FSD！
– Robotaxi 在美国的推出继续进行中。现在已在 7 个主要城市推出
– 在 Fremont Factory 开始建设 Optimus，此前已退役 Model S & X 生产线。计划于今年晚些时候开始生产
从这里开始，我们将继续努力工作，旨在通过我们领先的实用 AI 彻底改变交通、能源和生产力。扩展将是非线性的，我们专注于长期价值创造。
我们对未来的前景前所未有地乐观。
汽车
– 在多个市场实现创纪录的交付量：韩国、澳大利亚、哥伦比亚、日本、台湾、泰国、葡萄牙、菲律宾、智利、斯洛文尼亚和立陶宛
– 我们在七月在美国推出了 Model YL，并收到了客户的积极反响
能源发电和储存
– 在 EMEA 地区实现创纪录的能源存储部署，得益于上海 Megafactory 的创纪录部署，该工厂继续扩大产量
– 计划于今年在我们的新 Megafactory Texas 开始生产 Megapack 3 和 Megablock
– Powerwall 3P（三相版）现已在德国上市，可满足德国家庭的电力需求，单台设备即可
机器人技术
– 在 Fremont Factory 安装第一代 Optimus 生产线，我们期望很快开始生产
– 最初的 Optimus 产品将用于我们的 Optimus Academy，用于训练数据收集和进一步功能开发
– 此外，我们继续在德克萨斯州 Gigafactory 进行场地开发，建筑施工现在全面展开
AI 训练计算
– 2026 年上半年，我们在德克萨斯州的本地计算能力（以兆瓦计量）增加了一倍多
– Cortex 2 支持车辆和人形机器人自动化软件的开发，并将在今年剩余时间进一步扩大规模
电池
– 正在扩大新的电池和材料工厂，包括柏林的车载电池包产能、德克萨斯州的阴极材料生产和锂精炼，以及内华达州为能源存储产品生产的 LFP 电池
– 正在增加 4680 电池的产量，以支持 Cybercab 和 Tesla Semi 的扩产，以及 Model Y 的增加产量
其他支持基础设施
– 新增超过 2,400 个新的超级充电桩，使网络年增长 17%
AI 软件
– 已开始向美国和韩国的早期访问客户推出 FSD v14 lite，使用 AI3 硬件
该软件版本将 AI4 的 v14 系列的驾驶行为提炼到 AI3 的摄像头和计算配置中，提供目的地选项和速度配置。它还通过改进的主动和被动响应能力解决了复杂驾驶场景
AI 推理计算
– 正在为我们在奥斯汀的半导体制造工厂进行施工和设备采购
汽车和其他软件
– 推出了 Summer Release：
自动驾驶统计数据现已可在移动应用中查看
Grok 可以拨打电话、搜索和播放音乐，以及调节气候控制等
自动导航功能扩展到家和工作以外，支持基于个人习惯和日程安排的任意目的地
Robotaxi
– 开始生产 Cybercab，我们专为自动驾驶出租车队设计的人工智能电动汽车
– 七月在我们的 GFTX 园区开始为员工提供 Cybercab 乘 ride 服务
– 正在准备将我们的 Robotaxi 服务扩展到更多美国城市：测试、许可和首响应训练
– 七月将无监督乘 ride 扩展到整个奥斯汀大都市区，并在迈阿密、奥兰多和坦帕启动无监督乘 ride 服务
FSD 监督版
– 第二季度新增订阅数量创纪录
– 北美的 FSD 附加率创纪录，新交付车辆中超过一半包含 FSD 订阅
– 在立陶宛、爱沙尼亚、丹麦和比利时获得额外批准，截至七月份，这些国家的客户在 FSD 上行驶超过 5000 万公里（3100 万英里）
亮点
– Cybercab 在德克萨斯州 Gigafactory 开始生产
– Tesla Semi 仍有望在今年在我们的内华达新工厂实现大规模生产
– 正在继续扩大电池包容量（这是近期车辆产量增加的主要限制因素）
– Megafactory Texas 即将完工（计划于今年开始生产）
– 越来越多的客户在购买车辆时选择订阅 FSD！
– Robotaxi 在美国的推出继续进行中。现在已在 7 个主要城市推出
– 在 Fremont Factory 开始建设 Optimus，此前已退役 Model S & X 生产线。计划于今年晚些时候开始生产
从这里开始，我们将继续努力工作，旨在通过我们领先的实用 AI 彻底改变交通、能源和生产力。扩展将是非线性的，我们专注于长期价值创造。
我们对未来的前景前所未有地乐观。
汽车
– 在多个市场实现创纪录的交付量：韩国、澳大利亚、哥伦比亚、日本、台湾、泰国、葡萄牙、菲律宾、智利、斯洛文尼亚和立陶宛
– 我们在七月在美国推出了 Model YL，并收到了客户的积极反响
能源发电和储存
– 在 EMEA 地区实现创纪录的能源存储部署，得益于上海 Megafactory 的创纪录部署，该工厂继续扩大产量
– 计划于今年在我们的新 Megafactory Texas 开始生产 Megapack 3 和 Megablock
– Powerwall 3P（三相版）现已在德国上市，可满足德国家庭的电力需求，单台设备即可
机器人技术
– 在 Fremont Factory 安装第一代 Optimus 生产线，我们期望很快开始生产
– 最初的 Optimus 产品将用于我们的 Optimus Academy，用于训练数据收集和进一步功能开发
– 此外，我们继续在德克萨斯州 Gigafactory 进行场地开发，建筑施工现在全面展开
AI 训练计算
– 2026 年上半年，我们在德克萨斯州的本地计算能力（以兆瓦计量）增加了一倍多
– Cortex 2 支持车辆和人形机器人自动化软件的开发，并将在今年剩余时间进一步扩大规模
电池
– 正在扩大新的电池和材料工厂，包括柏林的车载电池包产能、德克萨斯州的阴极材料生产和锂精炼，以及内华达州为能源存储产品生产的 LFP 电池
– 正在增加 4680 电池的产量，以支持 Cybercab 和 Tesla Semi 的扩产，以及 Model Y 的增加产量
其他支持基础设施
– 新增超过 2,400 个新的超级充电桩，使网络年增长 17%
AI 软件
– 已开始向美国和韩国的早期访问客户推出 FSD v14 lite，使用 AI3 硬件
该软件版本将 AI4 的 v14 系列的驾驶行为提炼到 AI3 的摄像头和计算配置中，提供目的地选项和速度配置。它还通过改进的主动和被动响应能力解决了复杂驾驶场景
AI 推理计算
– 正在为我们在奥斯汀的半导体制造工厂进行施工和设备采购
汽车和其他软件
– 推出了 Summer Release：
自动驾驶统计数据现已可在移动应用中查看
Grok 可以拨打电话、搜索和播放音乐，以及调节气候控制等
自动导航功能扩展到家和工作以外，支持基于个人习惯和日程安排的任意目的地
Robotaxi
– 开始生产 Cybercab，我们专为自动驾驶出租车队设计的人工智能电动汽车
– 七月在我们的 GFTX 园区开始为员工提供 Cybercab 乘 ride 服务
– 正在准备将我们的 Robotaxi 服务扩展到更多美国城市：测试、许可和首响应训练
– 七月将无监督乘 ride 扩展到整个奥斯汀大都市区，并在迈阿密、奥兰多和坦帕启动无监督乘 ride 服务
FSD 监督版
– 第二季度新增订阅数量创纪录
– 北美的 FSD 附加率创纪录，新交付车辆中超过一半包含 FSD 订阅
– 在立陶宛、爱沙尼亚、丹麦和比利时获得额外批准，截至七月份，这些国家的客户在 FSD 上行驶超过 5000 万公里（3100 万英里）
Q2 Shareholder Update → https://t.co/u0UcDOuMNa
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year
From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit
Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware
This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness
AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app
Grok can make phone calls, search & play music, and adjust climate controls, among other things
Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule
Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year
From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit
Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware
This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness
AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app
Grok can make phone calls, search & play music, and adjust climate controls, among other things
Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule
Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
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热门回复 3
@Milar135 来自哥伦比亚，圣玛尔塔地区，祝贺你们在所有方面的创造力和创新成就。
@elonmusk Desde Colombia ,Santa Marta Región Caribe ,muchas felicidades por todas la creatividad e innovaciones .
@NorlingTracy Optimus会支持太阳能充电吗？
@elonmusk Will Optimus be solar rechargeable?
@soph7664 8吨压铸机已经准备好了吗？
@elonmusk 8-bay casting machine yet?
