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Join Ann, your High-Quality Explorer, for a 4-minute recap of the Huawei Digital Power showcase at #Intersolar2026#. From the breakthroughs in grid-forming energy storage to reliable product quality across all scenarios, discover how Huawei supports grid stability and drives the green energy momentum of the intelligent world. #HuaweiDigitalPower# #HuaweiFusionSolar# #MakingtheMostofEveryRay#

Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

Tesla delivered 480,126 vehicles in Q2, up 25% YoY. Wall Street was expecting 406,000. Total Q2 production was 451,758 Tesla also says that they deployed 13.5 GWh of energy storage in Q2 2026.

23 years ago, we set out to prove that electric cars could be great – not just great electric cars, but the best cars overall. We’ve gone from one electric sports car to  – Over 9 million vehicles on the road – Model Y becoming the world’s best-selling car of any kind only 3 years after first deliveries   – 5 Gigafactories & other manufacturing sites across 3 continents – The largest & most reliable fast charging network w/ over 80,000 Superchargers globally  – Energy generation & storage systems helping power homes & grids (over 1 million Powerwalls installed, 70+ GWh of industrial energy storage operating globally across 2,200+ projects) Today, we’re bringing AI into the real world with autonomy @Tesla_AI and robotics @Tesla_Optimus.  Tesla is only getting started – a world of amazing abundance awaits

SpaceXAI has become a major force for good in Memphis and surrounding communities. • SpaceXAI’s expansion is projected to push local tax revenue above $100 million • Employs almost 3,000 people locally in Memphis • The Musk Foundation donated $350,000 to Boys & Girls Clubs of Greater Memphis • Has paid tens of millions of dollars in property taxes to Memphis and Shelby County • Spent $10 million in 2025 with Memphis restaurants and food vendors • Starlink is also giving eligible Memphis-area residents half-price service. • 80% of the construction workforce was hired from the Memphis community • Hired thousands of subcontractors and works with local Memphis vendors/businesses • Provides free meals around the clock for employees and contractors • 25% of SpaceXAI property tax revenue is set aside for nearby communities • Building an $80 million Colossus Water Recycling Plant. The plant is expected to treat around 13 million gallons of wastewater per day that will save about 4.745 billion gallons of potable water every year. • Built electrical substations at no cost to MLGW • Installed 240+ batteries for on-site energy storage and grid support • Partnered with Memphis-Shelby County Schools on upgrades near its facilities • MSCS accepted an in-kind Musk Foundation donation, previously reported around $6M, for school repairs and student support • Removed major debris from local roads, including 300+ mattresses, 500 truck tires and 15,000+ lbs of waste • SpaceXAI cleanup efforts have removed 100+ tons of garbage and debris • Partnered with Mt. Vernon Baptist Church to support a new community center fundraiser • SpaceXAI team members volunteered at Mid-South Food Bank and helped assemble 7,000 Christmas baskets • Offers $25,000 signing bonuses for new hires relocating to Shelby County • Offers $10,000 bonuses for workers moving to nearby Mississippi or Arkansas SpaceXAI is not just building AI in Memphis. It is investing in jobs, schools, infrastructure, cleanups, local businesses, families and the surrounding community.

Anker Innovations IPO subscription is now open. A global smart hardware leader covering charging, energy storage, smart home, security, and audio solutions. Strong brand power, diversified products, and global reach create long-term growth potential. Offer Price: HKD 99.32 Deadline: June 26, 11:30 Watch the next tech growth opportunity in Hong Kong.

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

Intersolar Europe 2026 is coming！As the global tide of decarbonization, digitalization, and intelligentization surges forward, the renewable energy industry stands at a historic turning point. Join us in Munich on June 23-25, to explore the latest PV & energy storage products, and exciting all-scenario grid-forming solutions. 📍Messe München, Hall C1 | Munich, Germany