AI Investments
Tesla's China sales rebound in February amid heavy AI investments
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Following January's sharp sales decline in China, Tesla reported a 91% year-over-year surge in China-made vehicle sales for February, reaching 58,600 units—the fourth consecutive monthly rise. This offsets ongoing 2025 global delivery weakness (down 9% to 1,636,129 vehicles) and soft demand in the U.S. and Europe. Tesla is committing over $20 billion to AI, humanoid robots, and autonomy, including the new Digital Optimus project.
Tesla shares fell more than 2% on Monday amid concerns over slumping electric vehicle sales and rising investments in AI and robotics. U.S. EV demand dropped 30% year-over-year in January, partly due to the end of a federal tax credit. The decline comes as the company plans to double its capital spending to $20 billion for ambitious projects like robo-taxis.