Tesla (TSLA)
Auto-AI hyperscaler. FSD + Optimus drive Cortex 2 AI-training compute at Giga Texas; AI5 inference silicon taped out April 2026 with stated intent to ship externally via the $25B Terafab consortium (SpaceX + Intel). Tesla Megapacks anchor xAI Colossus grid-buffer architecture — direct picks-and-shovels link to a hyperscale AI campus.
- Ticker: TSLA
- Sector: hyperscaler (auto ai)
- DC exposure tier: low
Tesla (TSLA) is a low-exposure name with some incidental data-center revenue in the hyperscaler sector. Data Center Index tracks Tesla's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
FY25 10-K discloses $430M revenue from xAI (related-party Megapack/grid-storage); Megapack explicitly positioned for AI-infrastructure load growth, but DC end-market is <1% of total revenue today.