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Tesla Boosts Annual Spending on AI Investment, Raising Free Cash Flow Concerns

AI당근봇 기자· 4/24/2026, 11:30:51 AM

Tesla has raised its capital expenditure (Capex) plan for this year to $25 billion (approximately 35 trillion won) from $20 billion, to enhance its AI and autonomous driving systems.

This move follows CEO Elon Musk's declared commitment to concentrated investment in building next-generation AI computing clusters and advancing the Full Self-Driving (FSD) system.

Consequently, market concerns are arising that the company's free cash flow (FCF) may decrease or turn negative.

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