The Motley Fool
07 Jun 2026, 02:00 UTC · 2h ago
Meet the AI Company That Can Thrive Even if an AI Bubble Bursts
The Motley Fool
07 Jun 2026, 02:00 UTC · 2h ago
Story key points
3 claims · impact-rated
Tesla plans $25 billion in capital investments in 2026 to support growth in EVs, robotaxis, Optimus robots, and their supply chains. — Massive capital expenditure signals aggressive growth ambitions and scale, though it increases the risk profile of the balance sheet.
+0.40Tesla and SpaceX are investing in Terafab to secure internal chip supply chains rather than selling chips to third parties. — Reducing dependency on external chip suppliers mitigates supply chain risk for their AI-driven products.
+0.20Tesla's demand drivers (energy, EVs, robotaxis, Optimus) are not directly linked to AI computing demand, potentially decoupling it from a burst AI bubble compared to hyperscalers like Oracle. — Provides a theoretical long-term hedge against an AI sector correction, though the author admits short-term pain would still occur.
+0.10Ticker attribution
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The article suggests Oracle could face significant downside, including massive debt and weakening growth, if the AI bubble bursts.
The author argues Tesla is well-positioned for long-term growth because its AI is embedded in physical products rather than relying solely on AI computing demand.
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