According to Sawyer Merritt on Twitter, Tesla plans to add $4 billion to $5 billion in AI training capacity in Q2 2026, utilizing approximately 155,000 Nvidia H100 GPUs. This move highlights Tesla's continued investment in large-scale AI infrastructure to advance its autonomous driving and robotics initiatives. As reported by Sawyer Merritt, this scale of GPU deployment positions Tesla among the top global buyers of advanced AI hardware, offering significant business opportunities for Nvidia and reinforcing the growing arms race for AI compute power within the automotive sector.