Cathie Wood’s ARK Sees Tesla at $4,400 With $225B AI Spending Forecast

ARK Invest published a model projecting Tesla shares could reach $4,400 by 2031, assuming roughly $225 billion in cumulative AI infrastructure spending. The forecast ties Tesla's future value to robotaxi services and humanoid robots, with AI capex rising from about $7 billion currently. This is a long-horizon equity thesis with no direct crypto asset exposure, so it is unlikely to move digital asset prices on its own.