Tesla Suddenly Likes Solar Again

Elon Musk emphasized in Tesla’s latest results call, which saw net income plunge 61% in 2025’s final quarter, that the EV maker should now be viewed as a “physical” AI company as it makes a big pivot into electric robotaxis and humanoid robots. And to back that up, he’s committing $20 billion of capital spending. Interestingly, an additional announcement was that the company once again wants to be a solar panel powerhouse, a pursuit that fizzled out in the wake of its controversial, Musk-driven acquisition of SolarCity nearly a decade ago.

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