The investment will be used to expand production at several factories, ramp up the fledgling robotaxi business, and develop AI infrastructure. Strategic moves Tesla's new AI agreement and semiconductor plans Tesla has also signed a deal to invest $2 billion in Musk's xAI start-up. AdvertisementInvestor response Investors support Tesla's shift toward AI and robotics Despite the uncertainty surrounding these new business lines, investors have largely supported Tesla's transformation. Andrew Rocco, an analyst with Zacks Investment Research, said this quarter marks a fundamental shift from an EV company to one focused on robotaxi, energy, and Optimus. "It looks like they're almost ready to tear off the Band-Aid on the EV business and go full in on autonomy," he added.