McQueen AnalyticsDecision intelligence + market research

operator of automotive and robotics training compute

Tesla, Inc.

Tesla reports its Cortex infrastructure separately in its own quarterly disclosure. Its compute supports vehicle and humanoid autonomy development.

Dated commitments & changes

operational update

Tesla reports higher installed Cortex capacity in Q3

Tesla's table lists Cortex 1 above 105 MW and Cortex 2 above 120 MW, both in Production. A year-end 400 MW SI-training target remains planned.

>105 MWCortex 1 installed capacityinstalled compute capacityCortex 1greater thanTesla ↗
>120 MWCortex 2 installed capacityinstalled compute capacityCortex 2greater thanTesla ↗
400 MWSI training compute targetcompany targetTesla SI training computeplanned by end-2026Tesla ↗
Texas Cortex training infrastructureproduction company report
Sources and context

The table on printed page 7 excludes 40 MW of other compute. Installed capacity does not measure utilization. These figures concern Tesla, separately from SpaceX/xAI. Successive quarterly totals describe the same facilities over time and cannot be added.

operational update

Tesla reports Cortex 2 in production

Tesla's quarterly update listed both Texas Cortex clusters in production and reported increased onsite compute during the first half of the year.

>115 MWCortex 2 installed compute capacitycompany reported installed computeCortex 2, Texas; Q2 updategreater thanTesla, Inc. ↗
Texas; Tesla's Cortex training infrastructureproduction company reported
Sources and context

The event is the July disclosure, not an exact commissioning date. Installed capacity is not measured consumption or utilization. Tesla's Cortex facilities are separate from xAI's Colossus facilities.