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Tesla10-K: Capex increase

Tesla is building a new AI training data center, 'Cortex 2', at Gigafactory Texas

Read at SEC EDGAR

What happened

To support its AI ambitions for FSD and robotics, Tesla is building a second major compute cluster. This project requires significant investment in data center hardware, cooling, power, and networking infrastructure.

Source

SEC EDGARJan 28, 2026

Annual report (Form 10-K)

Tesla 10-K

Filing excerpt

We are currently building Cortex 2 at Gigafactory Texas to further increase our AI training compute capacity.

sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 28, 2026

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The full record

From the Signal API record

Details

CIK
1318605
Accession number
0001628280-26-003952
Timeframe
Current year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/1330bfa1-5d94-456c-9b1e-38ae8a66e624 returns this record as JSON. POST /v1/companies/enrich returns every signal for tesla.com.

{
  "signal_id": "1330bfa1-5d94-456c-9b1e-38ae8a66e624",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-02-03T08:23:46.402+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "To support its AI ambitions for FSD and robotics, Tesla is building a second major compute cluster. This project requires significant investment in data center hardware, cooling, power, and networking infrastructure.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Tesla is building a new AI training data center, 'Cortex 2', at Gigafactory Texas",
    "excerpts": "We are currently building Cortex 2 at Gigafactory Texas to further increase our AI training compute capacity.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm",
    "filing_date": "2026-01-28",
    "filing_year": 2026,
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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