Energy
Redwood Materials opens up new facility just miles from Tesla Giga Nevada
Redwood Materials, a battery and e-waste recycling venture from former Tesla executive J.B. Straubel, has opened up a new manufacturing facility in the Tahoe-Reno Industrial Park, just miles from Tesla’s Giga Nevada production facility.
Redwood’s new facility is just miles from Tesla Giga Nevada, where the automaker has a joint venture with Panasonic to produce electric vehicle batteries. Tesla also manufactures electric motors for the Model 3 in the Nevada Gigafactory.
In 2017, JB Straubel founded Redwood Materials to work on the recycling processes of lithium-ion batteries and electronic waste materials. He kept his post as Tesla’s Chief Technical Officer until July 2019, where the company gave him an advisory role. Over the past several years, Redwood has started to expand its business, taking on new products to recycle like solar panels and establishing new partnerships and recycling deals with companies like Nissan LEAF battery supplier AESC and Tesla. The partnerships contribute to around 3 GWh annually, equating to about 45,000 cars or 60 tons of waste every day.
Two Tesla Execs linked to advanced recycling startup Redwood Materials
With more partnerships and more products being taken on by Redwood in their attempts to expand the recycling of batteries and sustainable energy products, the company recently purchased a 100-acre land plot in the Tahoe-Reno Industrial Center. The purchase of a new property expands Redwood’s potential battery recycling efforts. With the ever-growing electric vehicle market, battery recycling efforts and ventures will be a highly sought-after entity in the coming years as vehicles begin to reach the end of their life cycle. However, it goes past EVs because cell phones, laptops, solar panels, and other consumer products that utilize lithium-ion batteries for operation will also need to be sustainably handled at the end of their life cycle.
While Redwood is only a few short years into its journey as a company, it has been working on expanding its potential footprint into the industry. While its initial facility in Carson City, Nevada, sits just 20 miles south of the new property in Reno-Sparks, Straubel says that Redwood is working on expanding, but it’s not concerned about publicity.
“We’ve been on the quiet side because we prefer to make progress and get things done,” he said to the Reno Gazette Journal. “All that said, (the company) has been growing rapidly, and business has been great. We felt it was time to connect a bit more with the local community and help raise awareness for hiring and make sure people realize this is a worthy and unique opportunity here as well.”
The expanding market of consumer products that utilize lithium-ion batteries is huge. Not to mention, it’s also global. AirPods, electric bikes, toothbrushes, cell phones. You name it, it probably has a battery in it, and Straubel says that the environmental impact is great during the product’s lifetime is great. However, when it breaks or dies, what to do with the batteries afterward is what the real concern is. Recycling the batteries to give them a second use, especially in the application of electric vehicles, is what Straubel seems mostly concerned about.
Credit: Redwood Materials
“It’s a great thing for the environment, but it puts massive pressure on the supply chain and resources to build all these cars and batteries,” he added.
The Carson City facility is currently undergoing a 150,000 square foot expansion project, making it 550,000 square feet in total. The reason for the Tahoe-Reno location in Reno-Sparks is simple: Tesla Gigafactory.
In 2019, Panasonic and Redwood inked a deal that would allow the company to take the scrap generated from the Gigafactory and recycle it. It also has a deal with Amazon and will recycle the e-commerce giant’s lithium-ion batteries and other e-waste materials. Another reason for the Nevada location was Straubel’s familiarity with the area, he said. “It’s a very business-friendly climate politically and economically, and there’s generally more space to grow. You could also build a company a little bit faster and do so without some of the constraints…you have in California or other places like that.”
The act of recycling EV batteries and other lithium-ion-based products adds an extra environmental element to the entire process. Of course, the lifespan of electric vehicles is extremely environmentally conscious. Still, with Redwood’s recycling efforts, it’s becoming a completely well-rounded supply chain in terms of Earth-safe production and manufacturing. Redwood is also looking to expand its workforce by creating around 500 additional jobs starting this year, a drastic increase from its 130 current employees.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
Energy
Tesla Model 3 and Model Y can now do what only Cybertruck could
Tesla Model 3 and Model Y can power your home with Powerwall 3 during outages.
Tesla has turned its two top sellers into backup batteries for the house.
Tesla Energy announced on Tuesday that Powershare Home Backup is now available for new Model 3 and Model Y vehicles paired with a Powerwall 3, saying the car can “extend your home backup by over 2 days.” Minutes later, Tesla’s main account quoted the post with a broader pitch: “With Powerwall 3, every Tesla can now serve as your home’s backup battery.”
Until this week, the Cybertruck was the only Tesla that could send power back into a home, and that capability only began working alongside Powerwall 3 last month, after years of ambitious targets.
Tesla’s updated Powershare page says every Model 3 and Model Y ordered in the U.S. or Puerto Rico on or after October 1, 2026 can use the feature. Some, but not all, earlier cars also qualify. Owners can check on the touchscreen under Software, then Additional Vehicle Information, where a capable car shows “Powershare Support: Enabled.” As Electrek reported, bidirectional power on the two cars runs through an inverter Tesla calls PCS2 Lite, and the company has not said when that part entered production on each trim.
The home side is simpler. A house that already has a Powerwall 3 and either a Wall Connector 3 or Universal Wall Connector needs no additional equipment, and Tesla says compatibility is enabled through a software update. When the grid drops, the Powerwall and the car work together, with up to 11.52 kW of continuous power available. Tesla’s “over two days” estimate assumes a home using 30 kWh per day and a car starting at a 90 percent charge. Standard trims are rated for up to two days, while the Cybertruck adds more than three.
There are limits. Powerwall 2 and Powerwall+ support is listed as “coming soon.” Model S and Model X are not included, and Grid Support, the program that lets Cybertruck owners in Texas send power back to the grid during demand spikes for bill credits, is not available for Model 3 or Model Y.
The rollout also lines up with something Elon Musk said more than three years ago. At Tesla’s March 2023 Investor Day, Musk said, “I don’t think very many people are going to want to use bidirectional charging, unless you have a Powerwall.” Tesla has now shipped the feature for its volume cars with exactly that requirement attached.
The Powerwall pairing was the hard part on Cybertruck. Tesla told owners in December 2025 that Powershare with Powerwall had been pushed to mid 2026, and lead engineer Wes Morrill explained that two devices capable of forming a home’s grid have to negotiate which one leads during an outage, across multiple generations of hardware. With that work done for the truck, Tesla was able to extend it to the Model 3 and Model Y within a month.
Ford and GM have offered home backup from their EVs for several years, but both require a separate inverter and backup hardware. Tesla’s version leans on equipment many Powerwall 3 owners already have on the wall. Powershare for the two cars also ships as part of software update 2026.38.3, the same release that began delivering Halloween Mode on Tuesday.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
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Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
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