TeslaTSLA

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

Selling electric cars and energy storage pays the bills, but the share price increasingly rests on software: autonomous driving under the FSD and robotaxi banner, and the Optimus humanoid robot, both built on AI chips and data Tesla owns outright.

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

Key metrics

Market cap

$1.3T

Price

$348.95

Today

−3.8%

Return YTD

−19.3%

Return 1Y

+13.4%

P/E

352.8

P/S

13.0

P/B

15.5

Data as of 2026-08-25 · 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 Microchip TechnologyMCHP ON SemiconductorON

Full supply chain for TSLA →

Same segment: AI software & productivity

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See where Tesla sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →