TeslaTSLA
Tesla's capex builds factories and battery capacity, with a growing slice going to AI compute for autonomy.
Where the cash goes~$16B / yr · FY2025
Capex$11B
R&D$5B
Money flows left → right · hover a node · click to open the stock.ComponentsMaterialsAI Accelerators
Most exposed to TSLA's spend
- PanasonicprivateCurated
Long-standing battery cell partner for US production.
Components - CATLprivateCurated
LFP cells for standard-range vehicles and storage.
Components - AlbemarleALBCurated
Lithium supply for battery cathodes.
Materials - NvidiaNVDACurated
GPUs for the training clusters behind Full Self-Driving.
AI Accelerators
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.