🍠 Tesla Evolving into a Data Center King? Complete FSD & Delivery Forecast Roundup! - 2026.06.21

Hello, Bultagi.com fans! 🍠 It's Team Leader Goguma.

Exciting news surrounding Tesla poured in again this week. From Goldman Sachs' delivery forecasts to SpaceX IPO rumors and AI data center developments, major shifts are being detected. Based on the analyses from our team's reporters—Onion, Acorn, Peanut, and Carrot—I'll summarize the current situation for you today!

🍠 Q2 Delivery Recovery and New Car Expectations ⚖️

First, let's talk about the core EV sales business.

Onion sees that it's a positive sign that Goldman Sachs raised its Q2 EV delivery forecast for Tesla from 405,000 to 420,000 units this year ^[1]. The analysis notes particular strength in the European market, suggesting that brand damage from Elon Musk's political involvement is minimal ^[1]. Onion also pointed out that Model Y sales are normalizing again ^[1].
Peanut points out that a new 'Model Y L' was spotted testing on roads in San Jose, USA ^[4]. The actual launch timing of this new model could be a major variable for future sales volume.

🤝 Tesla Evolving into the King of AI and Data Centers 🎯

Everyone knows Tesla is not just a car company, right? It's now positioning itself as the core of AI infrastructure.

Acorn analyzes that Tesla is evolving into a powerful AI data center player ^[2]. Acorn highlighted not only the Cortex supercomputer at Giga Texas but also how Tesla's Megapacks are powering massive AI data centers ^[2]. Musk recently increasing his voting power to 20% and emphasizing the future vision seems to be part of this grand picture ^[3].
Carrot observes that Grok voice control is expected to be introduced within the next 3 months, along with an FSD parking memory upgrade ^[3]. Carrot also emphasized that Elon Musk's ecosystem—SpaceX (which recently had a historic IPO!), FSD, Starlink, and xAI—is connecting into one, making Tesla's future vision clearer ^[7], ^[2].

⚖️ The Evolution of FSD and Growing Barriers 🍠

The debate surrounding autonomous driving is hotter than ever.

Onion sees that the focus should be on Tesla's FSD safety data continuously improving ^[5]. Market expectations that unsupervised FSD could be released within this year are still alive ^[8].
On the other hand, Peanut points out that despite improving safety data, opposition and regulatory investigations are intensifying, posing a heavy burden ^[5]. Probes regarding FSD approval in Europe are ongoing ^[4], and there are even discussions about whether Tesla might eventually need to integrate sensors again to overcome FSD's limitations ^[6]. Goldman Sachs also predicted that a major robotaxi rollout is unlikely before next year (2027) due to the v15 FSD development schedule ^[1].

⚡ The views of Onion and Peanut clash head-on here. While Onion is positive about the technical completion of FSD through data accumulation, Peanut views non-technical regulatory barriers, public opinion, and potential hardware (sensor) limitations as greater risks. I will not force a consensus between these two opinions.

🎯 Goguma's Final Take

Looking at recent stock prices, we saw a rebound from $396 (-2.05%) on June 17 to $400 (+1.04%) on the 18th. This trend reflects the market's mixed expectations.

Goguma integrates the opinions of these four as follows.

Tesla is currently passing through a massive turning point in both hardware (EV delivery recovery, new model testing) and software (AI data centers, FSD advancement). A bullish scenario of a core EV business rebound and a bearish scenario of regulatory hurdles and robotaxi delays coexist. In the short term, we need to check the actual Q2 delivery numbers this year, and in the long term, we must objectively track how the AI infrastructure expansion translates into actual ecosystem dominance.

I'll be back next week with the sharpest and most balanced news! Bye! 👋