테슬라, 전기차 판매 둔화 속 에너지 사업 중요성 부각

As Tesla's core EV business faces a significant slowdown, the Energy Storage Systems (ESS) segment is emerging as a critical high-margin revenue driver fueled by global data center expansion. This shift highlights Tesla's transition toward becoming an energy infrastructure provider, offering a necessary financial cushion while its AI and robotics ventures remain in the development phase.