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Tesla pledges to keep Ukrainian workers’ employment and salary if they serve in military
Tesla employees from Ukraine who have been asked to return to their country to fight in the ongoing war against Russia will keep their employment and be paid their salary for three months. Following the three months, Tesla would reassess the conflict in the region and their employees’ situation to decide what should be done next.
“For any Tesla employee who is a Ukrainian national and has been asked to return to Ukraine for active duty as a reservist, we will maintain their employment and salary for 3 months, with a view to assessing after this period as needed,” the email read.
The message was related in an email sent by Axel Tangen, Tesla’s director of Northern Europe. The message was sent on Monday to employees in the Europe, Middle East, and Africa region, 12 days into the Russian invasion of Ukraine.
Apart from assuring Tesla employees that they will be keeping their employment if they fight in the war, Tangen’s email also extended praise to Tesla workers who helped SpaceX set up Starlink terminals in the country. According to the email, Tesla’s Energy team assembled and provided Tesla Powerwalls to help run Starlink equipment in Ukraine.
Tesla’s Energy team used PV inverters given by the company’s certified installer network, pre-made DC cables given by a Supercharger Installation Partner, and AC cables made out of scrap from Giga Berlin to help set up Starlink stations in Ukraine. With a fleet of Powerwalls supporting the Starlink stations in the country, Ukraine would likely be able to maintain its connection to the internet even when power interruptions happen.
Following is Tangen’s email in full (as retrieved and shared by CNBC).
Date: March 7, 2022 [Time redacted]
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Subject: Conflict Support
To: DL-EU-NO-All
From: Axel Tangen
Hi Team,
Sharing this message from Joe Ward and Mariam Khalifa:
As you know, Tesla is committed to do the right thing. Whilst the situation in Ukraine is evolving, we wanted to share with you what actions are being taken to support those impacted by the conflict.
Many folks have reached to understand how they can contribute, which is awesome. It’s important we show them how we as a company are helping, what resources we have in place, and how they can also proactively support themselves. Big thanks to all of the teams that have contributed to these efforts so far – true Tesla spirit on display.
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*As a priority HR EMEA team members have been connecting with employees impacted as well as their managers to ensure we check in. We will continue to ensure we provide meaningful and targeted support for our employees.
For any Tesla employees who is a Ukrainian national and has been asked to return to Ukraine for active duty as a reservist, we will maintain their employment and salary for 3 months, with a view to assessing after this period as needed.
*Tesla has opened free Supercharging at stations bordering Ukraine to support those impacted by the recent invasion. Within hours of implementation, Tesla emailed local owners announcing that several Supercharger stations near Ukraine could be used by Tesla and non-Tesla electric vehicles, free of charge. Although Tesla does not officially operates within Ukraine, any of the country’s estimated 5,000 Tesla owners can access free Supercharging at select stations in Poland, Hungary Slovakia.
*Tesla teamed up with SpaceX to provide coverage expansion for its Starlink services to help provide an alternative internet infrastructure.
*Volunteers across the Giga Berlin and Germany Service team responded quickly on Sunday to test, configure, pack and ship several hundred Starlink units which have already been gratefully received by Ukraine’s Digital Transformation Minister. In true Tesla fashion, the solution has been put together in less than 3 days.
*On top of this the Energy team supplemented the Starlink roll out with a fleet Powerwalls. The system included PV inverters given by our Certified installer network, pre-made DC cables given by one of our Supercharger Installation Partners and AC cables made out out of scrap from Giga Berlin. All of it assembled by a team of (40+) volunteers from across the EMEA organization, committed to doing what they can to support.
*In addition, we have reinforced Tesla EMEA Employee Assistance Programme. The Programme offers counseling and numerous resources and support for employees.
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Lastly, employees can of course support by making cash donations to reputable relief organizations responding in Ukraine, this is not an exhaustive list and you can of course make donation to an organisation of your choice.
UNCHR
UNICEF
Red Cross
World Food Program
World Health Organization
If you have any further thoughts or ideas with regards how we can be supporting our employees and those impacted by the crisis, please do not hesitate to connect with us.
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The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
