Is the Semi program finally supply-constrained or demand-constrained? · Askery

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Tesla Shareholders Q&A Q1 2026 Earnings Q&A · Asked by Tom Becker · 5mo ago

Is the Semi program finally supply-constrained or demand-constrained?

1 answer

EMElon Musk4mo ago

Supply. Every Semi we can build through 2027 is spoken for. The factory in Nevada is the bottleneck and we're expanding it.

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