TeslaTSLA

NASDAQ · USA · Segment 6 of 8 in the AI & digital infrastructure value chain: AI software & productivity

Electric vehicle maker increasingly priced as an AI company: autonomous driving technology (FSD/robotaxi) and Optimus robots built on proprietary AI chips and data.

AI software & productivity: Embeds AI models into the products and workflows we already use.

Key metrics

Market cap

$1.5T

Price

$409.02

Today

+0.6%

Return YTD

−9.6%

Return 1Y

+37.4%

P/E

395.4

P/S

15.6

P/B

18.2

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

AI exposureRoboticsEnergy storagePhysical AI (FSD)Optimus robotProprietary AI chips & data

In the value chain

Products & services

FSD & robotaxi
Optimus humanoid robot
Electric vehicles & energy storage

Competitors

Waymo (Alphabet)
Chinese EV/AI companies
Traditional automakers

Risks

Valuation depends on still-unproven AI products
Key-person risk

Supply chain

← Suppliers

NvidiaNVDA

Same segment: AI software & productivity

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