Headline number: 1.1 million users have purchased FSD as of Q4 2025, with 330k currently subscribed rather than buying outright. In 2025 alone, Tesla delivered 1.6 million vehicles globally and added 300k new FSD users, an 18.75% attach rate. As of Q4 2025, the company’s AI training capacity equals approximately 120k Nvidia H100 GPUs, around 120 EFLOPS of compute power dedicated to advancing real-world autonomy. Austin represents a significant milestone: operates without safety drivers or trailing support vehicles, marking Tesla’s first fully driverless commercial deployment. FSD isn’t just software anymore, it’s a subscription platform backed by industrial-scale compute and an expanding autonomous fleet.