Veytics Intelligence
2026-09-23 · Yahoo

Is Tesla (TSLA) Quietly Shifting From Automaker To Physical AI Platform With FSD Subscriptions?

Tesla's recent news cycle has centered on the expansion of its Full Self-Driving (FSD) subscription business, growing global regulatory clearances, and new product initiatives such as reopening reservations for the second-generation Roadster ahead of its planned October 1 reveal. At the same time, Tesla secured a BBB investment-grade rating from Fitch, deepened ties with AI and infrastructure partners like Nvidia, and won major commercial orders for its Semi trucks, while facing ongoing legal scrutiny over alleged discrimination at its Fremont factory.

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