Energy
Tesla completes 22 Powerpack installation for PG&E outside San Francisco
Tesla has completed the installation of a 2MWh Powerpack system for Pacific Gas & Electric in Browns Valley near San Francisco, making it the second utility-scale Powerpack project the company has completed in California.
The Browns Valley project, designed and installed by Cupertino Electric, is made up of 22 Tesla Powerpack systems which use battery cells manufactured at the company’s Gigafactory plant in Nevada. Total capacity of the system is half a megawatt — enough to power 380 homes for up to four hours. Demand can shift from moment to moment. Batteries can respond to such transitory needs instantaneously in a way that a peaker plant cannot.
The California legislature requires utility companies to use storage solutions for excess electricity produced by solar panels during the day so it can be used later when demand spikes — usually in the late afternoon and early evening hours when people are getting home from work. This approach, known as “time shifting” — reduces the need to build so-called peaker plants, generating facilities that sit idle most of the day but get fired up whenever extra electricity is needed.
Electrical storage is not a new idea. Since 1984, PG&E has relied on a pumped storage facility in the Helms Valley high up in the Sierra Nevada mountains east of San Francisco. That installation uses excess electricity to pump water uphill during the day so it can flow back downhill later, turning hydroelectric turbines as it falls. It has a total capacity of 1.2 megawatts.
But such projects require years of planning, permitting, and construction. So do natural gas fired facilities. The allure of battery storage is that it can be completed quickly and can be sited close to the grid structure it serves. “It’s pretty modular — you can scale up and down as you need,” said Mike Della Penna, PG&E’s project manager for the Browns Valley installation.
Battery storage is still relatively expensive (neither PG&E nor Tesla would reveal the cost of the Browns Valley installation reports the SF Gate), but the speed with which battery storage facility can be designed, built, and brought online helps to offset some of that additional cost. Taking a longer view, firing up a peaker plant is expensive. Eliminating that cost over a period of years will help balance out the initial investment.
And battery costs are dropping faster than most people anticipated. The second generation Tesla Powerwall home battery system came on the market barely one year after the original went on sale. It has double the capacity but actually costs less because the inverter is built in. Tesla does not reveal the cost of its grid scale Powerpack batteries, but it is a safe assumption that a similar drop in price applies to them as well.
Grid scale battery storage is still in its infancy and all stakeholders are exploring the least expensive and most efficient way to make use of it going forward. PG&E and Tesla are working together on a pilot project that uses Powerwall batteries in homes and businesses in the Bay Area. The total capacity of the distributed storage will be equal to that of the Browns Valley project. PG&E will be able to study the performance of both systems — one distributed and one centralized — to learn how each benefits the local grid. “They’re each with their own challenges and opportunities,” Della Penna says. “We’ve structured it so we’ll have a lot of really good learning here.”
Elon Musk has said he expects the storage battery business to be larger than Tesla’s automobile business one day. The lessons learned from projects like Mira Loma and Browns Valley will become the foundation for the Tesla’s grid storage business in the future.
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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.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
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.
Energy
Tesla Semi factory is getting a celebration nobody expected
Tesla will inaugurate its Nevada Semi factory September 24, five months after production quietly began ramping.
Tesla says it will officially inaugurate its new Semi factory in Nevada next month. The Tesla Semi account posted the announcement on X, sharing a graphic titled “Semi Rollout” with a date of September 24. No further details were given about the format of the event or who would attend.
While Tesla’s dedicated Semi plant in Sparks, adjacent to Gigafactory Nevada, opened back in April, with the first trucks rolling off the high volume line on April 29, the timing for the factory inauguration comes at a surprise. The ribbon cutting event five months into production is a break from how Tesla has usually handled its other factories, where the first truck or car off the line typically served as the milestone moment.
Inauguration of new Semi factory in Nevada next month pic.twitter.com/a8kAlxrOOn
— Tesla Semi (@tesla_semi) August 24, 2026
The 1.7 million square foot factory was built as part of a $3.6 billion expansion Tesla announced in early 2023, and it shares a site with the battery cell lines that feed the Semi’s structural pack, a decision meant to remove the supply bottleneck that delayed the truck for years. The plant is designed for 50,000 trucks a year at full ramp. Semi program director Dan Priestley has said production “is now ramping” rather than claiming it has reached scale.
Nine years passed between the Semi’s 2017 unveiling and this stage of production, with the truck slipping from an original 2019 target through hand built pilot units for PepsiCo and a slow build out of the Nevada plant. An inauguration event now gives Tesla a stage to talk up that ramp and reset expectations for how many trucks it can begin delivering at scale.
The September date also lines up with the Semi’s next milestone. Tesla confirmed the truck is heading to Europe with a full unveiling at the IAA Transportation trade show in Hannover, Germany, running September 15 through 20. Between the Nevada event and the Hannover reveal, Tesla has roughly a week and a half in September to make the case that the Semi is now a truck being built and sold on two continents rather than tested in a handful of fleets.
Energy
Tesla launches Powerwall Lease for affordable home backup
Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.
Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.
Powerwall Lease is now available with Tesla Electric in Texas
Whole-home backup for $35/month, with a low fixed electricity rate
– Two Powerwalls, $0 installation
– Storm Watch outage protection
– One app to manage it all pic.twitter.com/oTzqc6K3aF— Tesla Energy (@teslaenergy) August 13, 2026
This credit lowers the effective cost to roughly $35 per month plus applicable tax.
Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.
The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.
Tesla announces 100k Powerwalls are participating in Virtual Power Plants
Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.
Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.
The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.
Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.