CEO Elon Musk says SpaceX is churning out Starlink satellites faster than it can launch them, the best sign yet that the company is having some amazing success in what is already the most productive satellite factory in history.
Since SpaceX first revealed its radical flat-satellite Starlink design, stacking approach, and deployment mechanism back in May 2019, the company has successfully launched an incredible 300 satellites, ~290 of which are still functioning as intended. At this point, that means that Starlink is likely the largest satellite constellation in history by a factor of two, crushing the second largest’s ~150 satellites. Perhaps even more significant is the mass of SpaceX’s nine-month-old constellation, currently standing at more than 75 metric tons (165,000 lb) of satellites in orbit.
Despite the already awe-inspiring scale of SpaceX’s satellite internet constellation, the company’s Starlink factory is already so successful that the company is now unable to launch the spacecraft as quickly as they’re built. Given that SpaceX has maintained an average of ~1.3 Starlink launches per month since November 2019, many of which suffered significant delays as a result of weather or minor hardware issues, this likely means that SpaceX is building dozens more satellites than it can launch, probably creating its own internal launch manifest backlog as those surplus spacecraft pile up.
Considering the fact that SpaceX has gone from two prototype spacecraft to the proud owner of the largest satellite constellation in history in less than nine months, the fact that the company’s Starlink factory is already outpacing its launch capacity is arguably a good sign. While it’s likely that weather and hardware-related launch delays on the last few Starlink missions have made it harder than expected to stick to plans for an average of two Starlink launches per month, SpaceX isn’t falling that short of its classically lofty ambitions (a bit less than one Starlink launch every two weeks).
SpaceX may now be the first company in history to chronically suffer from its factories building more satellites than it can launch in a given time frame. In those terms, a surplus of flight-ready satellites is actually a highly desirable “problem” to have. Competitor OneWeb, for example, was forced to delay its first 34-satellite launch by two months after its new Florida factory suffered several production delays.
SpaceX, on the other hand, has to build almost twice as many satellites per launch, has effectively launched 35% of OneWeb’s entire constellation (~650 satellites) in the last three months alone, and still has an apparent backlog of satellites ready to head to orbit. As of March 3rd, SpaceX’s fifth launch of 60 upgraded Starlink v1.0 satellites and sixth launch overall (Starlink V1 L5 or Starlink-6) is scheduled to lift off no earlier than March 14th after slipping from February 14th, March 4th, and March 11th. The mission’s most recent delays were caused by an issue discovered in the Falcon 9 second stage assigned to launch Cargo Dragon’s CRS-20 mission, triggering SpaceX to swap it with Starlink V1 L5’s unaffected second stage.
After Starlink V1 L5, SpaceX has more batches of 60 Starlink satellites that – given Musk’s comments – might already be stacked and ready for flight, both of which could potentially fly in March or April. In the midst of its Starlink launch ambitions, SpaceX has scheduled Florida’s first polar launch in half a century on March 30th, followed by a historic US Air Force launch and landing no earlier than (NET) April 27th.
If Cargo Dragon successfully lifts off this Friday, SpaceX will reach an average of ~1.9 weeks per launch, a cadence that – if maintained – would set the company up for at least 27 launches in 2020. With room for improvement after several weather-related days: so far, so good.
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Tesla Supercharger network delivers record 6.7 TWh in 2025
The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.
Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide.
To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.
Record 6.7 TWh delivered in 2025
The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream.
Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.
This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.
Resilience after Supercharger team changes
2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”
Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.
Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible.
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Tesla targets production increase at Giga Berlin in 2026
Plant manager André Thierig confirmed the facility’s stable outlook to the DPA, noting that Giga Berlin implemented no layoffs or shutdowns amid challenging market conditions.
Tesla is looking positively toward 2026 with plans for further growth at its Grünheide factory in Germany, following steady quarterly increases throughout 2025.
Plant manager André Thierig confirmed the facility’s stable outlook to the Deutsche Presse-Agentur (DPA), noting that Giga Berlin implemented no layoffs or shutdowns despite challenging market conditions.
Giga Berlin’s steady progress
Thierig stated that Giga Berlin’s production actually rose in every quarter of 2025 as planned, stating: “This gives us a positive outlook for the new year, and we expect further growth.” The factory currently supplies over 30 markets, with Canada recently being added due to cost advantages.
Giga Berlin’s expansion is still underway, with the first partial approval for capacity growth being secured. Preparations for a second partial approval are underway, though the implementation of more production capacity would still depend on decisions from Tesla’s US leadership.
Over the year, updates to Giga Berlin’s infrastructure were also initiated. These include the relocation of the Fangschleuse train station and the construction of a new road. Tesla is also planning to start battery cell production in Germany starting 2027, targeting up to 8 GWh annually.
Resilience amid market challenges
Despite a 48% drop in German registrations, Tesla maintained Giga Berlin’s stability. Thierig highlighted this, stating that “We were able to secure jobs here and were never affected by production shutdowns or job cuts like other industrial sites in Germany.”
Thierig also spoke positively towards the German government’s plans to support households, especially those with low and middle incomes, in the purchase and leasing of electric vehicles this 2026. “In our opinion, it is important that the announcement is implemented very quickly so that consumers really know exactly what is coming and when,” the Giga Berlin manager noted.
Giga Berlin currently employs around 11,000 workers, and it produces about 5,000 Model Y vehicles per week, as noted in an Ecomento report. The facility produces the Model Y Premium variants, the Model Y Standard, and the Model Y Performance.
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Tesla revamped Semi spotted, insane 1.2 MW charging video releases
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Tesla is gearing up for high-volume Semi production in 2026, with the Class 8 all-electric truck’s revamped variant being spotted in the wild recently. Official footage from Tesla also showed the Semi achieving an impressive 1.2 MW charging rate on a charger.
These developments highlight Tesla’s ongoing refinements to the vehicle’s design and infrastructure.
Revamped Tesla Semi sighting
Tesla Semi advocate @HinrichsZane, who has been chronicling the progress of the vehicle’s Nevada factory, recently captured exclusive drone footage of the refreshed Class 8 truck at a Megacharger stall near Giga Nevada. The white unit features a full-width front light bar similar to the Model Y and the Cybercab, shorter side windows, a cleared fairing area likely for an additional camera, and diamond plate traction strips on the steps.
Overall, the revamped Semi looks ready for production and release. The sighting marks one of the first real-life views of the Class 8 all-electric truck’s updated design, with most improvements, such as potential 4680 cells and enhanced internals, being hidden from view.
1.2 MW charging speed and a new connector
The official Tesla Semi account on X also shared an official video of Tesla engineers hitting 1.2 MW sustained charging on a Megacharger, demonstrating the vehicle’s capability for extremely rapid charging. Tesla Semi program lead Dan Priestley confirmed in a later post on X that the test occurred at a dedicated site, noting that chargers at the Semi factory in Nevada are also 1.2 MW capable.
The short video featured a revamped design for the Semi’s charging port, which seems more sleek and akin to the NACS port found in Tesla’s other vehicles. It also showed the Tesla engineers cheering as the vehicle achieved 1.2 MW during its charging session. Dan Priestley explained the Semi’s updated charging plug in a post on X.
“The connector on the prior Semi was an early version (v2.4) of MCS. Not ‘proprietary’ as anyone could have used it. We couldn’t wait for final design to have >1MW capability, so we ran with what had been developed thus far. New Semi has latest MCS that is set to be standard,” the executive wrote in a post on X.
Check out the Tesla Semi’s sighting at the Nevada factory in the video below.
Tesla Supercharger network delivers record 6.7 TWh in 2025
Tesla targets production increase at Giga Berlin in 2026
