/ March 20, 2026 Tesla’s ambitious push into artificial intelligence is advancing on two distinct fronts. The company is aggressively building its own semiconductor infrastructure while remaining heavily reliant on external hardware from Nvidia. This technological drive, however, is encountering headwinds from U.S. regulators, casting a shadow over the company’s expansive ambitions. Regulatory Pressure Intensifies Beyond its technological advances, Tesla’s software for autonomous driving is once again under regulatory scrutiny. The U.S. National Highway Traffic Safety Administration (NHTSA) escalated its probe into the “Full Self-Driving” system to an engineering analysis on Thursday. This investigation, now covering approximately 3.2 million vehicles, was prompted by incidents occurring under poor visibility conditions. The market has reacted cautiously to this confluence of events. Shares declined by 3.23 percent to 332.15 euros today, extending the year-to-date loss to more than eleven percent. Despite the regulatory pressure and weak share performance, analysts remain deeply divided in their assessment of Tesla’s transition from a pure automaker to an AI and robotics enterprise. This fundamental discrepancy is reflected in the wide range of current price targets, from UBS’s $352 to Bank of America’s $460.