News
My journey with a SolarCity System: Snow, Net Metering
After 9 months of planning, waiting and negotiating, my SolarCity system installation was finally completed in December of 2014. Following the install, the only steps that remained were to implement updates required for net metering and to finalize the electrical and building inspections.
The electrical inspection went quickly, but the building inspection was a pain. The local building inspector wasn’t very responsive and scheduled inspections shortly after large snow storms, but then refused to do the inspection due to “snow covering the panels”.
While we waited for the inspections, which finally took place in March of 2015, National Grid installed a new Net Meter. Net meters are capable of monitoring the amount of power being sent back into the grid. The meter swap is quick work, but be forewarned that it requires power to be cut from your home during the swap.
Weathering the Storm
We had a brutal Winter here in the Northeast and this was my first year with panels. So I had concerns about the impact of the heavy snow being on top of the panels, and also how one goes about cleaning off the snow. I asked SolarCity about proper handling and they told me not to worry about it:
“We understand your concern with the snow and the load that it would cause. Please be advised that when your system was built, our engineers took into consideration, your roof structure as well as the amount of weight that it would be able to hold. We also have the system approved by the City for load bearings.The City and our engineers did take into consideration, the amount of largest amount of snow that your roof can withstand before we installed. I understand that there was a mass message out to all the people in the area advising them to make sure that they clear the roof. We advised that you allow the snow to melt/slide down on its own., If you are hiring someone to come out to clear the roof. Make sure that they be careful and they only sweep the panels.”
I patiently waited for the snow to slide off the panels and sure enough it did, and with no issues. The snow slides off the black, wet glass-like surface of the solar panels. You definitely don’t want to be anywhere below the roofline when the snow decides to let go!
Early Issues – Broken Gear
Once National Grid completed the net metering install, I was finally approved to turn on the system. The first step involves turning a big dial (on each inverter) from off to on. I have three inverters which means three dials to flip on.
I turned each of them on. Two lit green almost immediately while the remaining inverted displayed a red fault light. There were no instructions on what to do in this scenario; no manuals and no guidance, so my only option was to call for help.
Getting help from SolarCity on the issue at had was a frustrating experience. SolarCity has a lot to learn when it comes to customer service. I spoke to several customer support managers as I continued to escalate my issue.
Finally, after five weeks of follow ups and many phone calls, I got the broken inverter fixed.
Tip:
SolarCity doesn’t bother to tell you this, but what I discovered was a little black button in the middle of the inverter. It’s hard to see but if you press the button you’ll be able to cycle through messages on the digital display, one of which is a fault code. Providing SolarCity with a fault code is much more useful than just letting them know that a red light is blinking.
Early Issues – Snow Fall
As mentioned earlier, snow doesn’t stick to the panels for long, but it does manage to build up before it lets go. Imagine 3 feet of heavy snow mixed with ice over your entire roof all letting go at the same time. It’s not a slow drip. It’s an avalanche.
The end result is dead flowers, dead bushes, and broken branches on vegetation immediately below the roof. As much as it’s common sense that snow will eventually melt from a roof and slide down, I wish SolarCity would have warned us that snow tends to slide from solar panels at a much quicker rate. I would have done something to fortify those flowers and bushes. After all, landscaping is not cheap.
There’s an accident waiting to happen so I think it’s in SolarCity’s best interest to pre-warn people of this, especially newbies to the world of solar panels.
Summary
Eleven months after starting the project, my SolarCity system finally went live (partially) on February 23, 2015. And on April 1, 2015, the third inverter was fixed allowing the system to work in its full capacity.
The image to the right is showing the day when the transformer on my street blew up and the entire street lost power for several hours. I added 33% more power from my large system going back into the network while using very little (Winter time) the same day the transformer blew. But then again, it was also April 1. Nobody made a fuss — National Grid replaced the transformer and all has been stable since. My best guess as to why that happened? Perhaps the transformer was already near its thresholds and my solar installation was the one to tip it over?
I’ll be writing about system monitoring, cost savings and billing errors in upcoming posts. The story isn’t over yet.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
News
SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
