440 annotations
Page 4 of 22
amount for NVIDIA hardware is so high that it's often difficult to get the GPUs
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2024 Q2
27 Jul 24
We currently produce more than 1,400 [indiscernible] of 4680 cells a week
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2024 Q2
27 Jul 24
production ramped strongly in Q2, delivering 51% more sales than in Q1, while reducing COGS significantly
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2024 Q2
27 Jul 24
what is the current status of 4680 battery cell production?
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2024 Q2
27 Jul 24
I would be shocked if we cannot do it next year.
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2024 Q2
27 Jul 24
you could do unsupervised possibly by the end of this year
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2024 Q2
27 Jul 24
we expect to be in production with [indiscernible] for next year
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2024 Q2
27 Jul 24
With respect to Roadster, we've completed most of the engineering.
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2024 Q2
27 Jul 24
we still expect the year to be over $10 billion in CapEx as we increase our spend to bring a 50 GPU cluster on luck
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2024 Q2
27 Jul 24
service and other gross profits also improved sequentially from the improvement in service utilization and growth in our collision repair business
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2024 Q2
27 Jul 24
Recognition of storage gigawatt hours is dependent on a variety of factors, including logistics timing, as we send units from a single factory to markets across the world customer readiness and in case of EPC projects on construction activities.
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2024 Q2
27 Jul 24
Energy storage backlog is strong.
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2024 Q2
27 Jul 24
Cost per vehicle declined sequentially when we remove the impact of Cybertruck.
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2024 Q2
27 Jul 24
we're ramping up production in our U.S. factory as well as building our -- building the mega factory in China that should roughly double our output, maybe more than -- maybe triple potentially
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2024 Q2
27 Jul 24
For the energy business
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2024 Q2
27 Jul 24
we are really demand constraint rather than production constraint
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2024 Q2
27 Jul 24
at that point, we'll be providing Optimus robots to outside customers
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2024 Q2
27 Jul 24
in 2026, ramping up production quite a bit
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2024 Q2
27 Jul 24
we expect to have several thousand Optimus robots produced and doing useful things by the end of next year in the Tesla factories
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2024 Q2
27 Jul 24
for Tesla consumption
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2024 Q2
27 Jul 24