Tesla - OEM Profile

Tesla is a reference-class OEM in the global electrification ecosystem, with operations spanning vehicles, energy storage, charging infrastructure, autonomy, AI compute, and manufacturing systems. This profile highlights the assets and platforms that give Tesla outsized influence across multiple layers of the electric mobility and clean energy stack.

Parent: Tesla, Inc.

Country: United States (HQ: Austin, Texas)

Symbol: TSLA (NASDAQ)

Subsidiaries / Key Units:

• Tesla Energy
• Tesla Insurance
• Tesla Solar (Solar Roof / solar operations)
• Optimus program

Vertical Integration: Extremely high — batteries, power electronics, software, autonomy, AI training, robotics, energy storage, charging, and manufacturing systems.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector.

Vehicles & Mobility

• Passenger EVs: Model S, Model 3, Model X, Model Y, Cybertruck
• Commercial: Tesla Semi
• Dedicated autonomy platforms: Cybercab (future), Robovan (future)

Energy & Storage

• Utility-scale: Megapack
• Grid node (skidded): Megablock
• Residential: Powerwall
• Solar: Solar Roof, solar panels
• Grid services: Virtual Power Plant (VPP)

Autonomy & Robotics

• Autonomy: Autopilot, Full Self-Driving (FSD)
• Robotics: Optimus humanoid robot
• Shared AI stack: vision models, control policies, fleet learning loop

AI, Compute & Software

• In-vehicle inference: FSD Computer (HW3, HW4; HW5 future)
• Training compute: Dojo (D1 ASIC program), Colossus (GPU clusters), Cortex (compute campus)
• Energy software: Autobidder, Opticaster, Powerhub
• Services: OTA updates, telemetry loop, Tesla Insurance

Charging & Infrastructure

• Supercharger network (V3/V4)
• Megacharger (Semi)
• Wall Connector (home and commercial)
• Business deployments: site-hosted charging programs

Manufacturing Systems

• Gigapress casting strategy (IDRA-supplied presses, Tesla process integration)
• Unboxed manufacturing process (next-gen)
• High automation (vehicle, energy, and charging hardware lines)
• Battery manufacturing scale-up (4680 program)

Platforms / Patents

Only the most differentiating platforms and manufacturing innovations.

• 4680 cell + structural pack architecture
• Dry electrode processing (scale pathway)
• Vehicle platform generations: Gen 1 (S/X), Gen 2 (3/Y), Gen 2.5 (Cybertruck/Semi), Gen 3 (future)
• Compute platforms: HW3, HW4, HW5 (future robotaxi class)
• Manufacturing: gigacasting + unboxed process

Manufacturing Facilities

Major vehicle, energy, charging, and materials assets relevant to the electrification stack.

United States

• Giga Texas — Model Y, Cybertruck; 4680 program; Optimus; major compute
• Giga Nevada — cells/packs; energy products; Semi programs
• Fremont Factory — legacy high-volume vehicle assembly
• Lathrop Megafactory — Megapack
• Houston Megafactory — Megapack + Megablock
• Tesla Lithium (Texas Gulf Coast) — lithium refining
• Buffalo — Supercharger hardware + solar operations

International

• Giga Shanghai — Model 3/Y; major export hub
• Giga Berlin — Model Y; future platform expansion
• Giga Mexico (planned) — next-gen platform

Tier 1 Suppliers / Strategic Partners

Partners that materially affect Tesla’s cell supply, compute stack, and manufacturing throughput.

Batteries

• Panasonic
• CATL
• LG Energy Solution (LGES)

Compute / Autonomy

• NVIDIA (training clusters)
• TSMC / Samsung (silicon manufacturing ecosystem for Tesla ASIC programs)
• Sony (camera sensors)

Manufacturing

• IDRA (Gigapress)