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EXCLUSIVE: Tesla Cybertruck battery packs to be built at Fremont Factory
Tesla plans to start building battery packs for the upcoming Cybertruck on a new cell manufacturing line in the Fremont factory, people with knowledge of the project told Teslarati.
In August, we reported that Tesla had filed to build a new battery manufacturing equipment line on the second floor of the Fremont factory. This filing, which was submitted to the City of Fremont on August 30, relates to the module portion of the line, Tesla said.
Tesla described the project as “CTA Battery B-Build,” the filing shows.
Credit: City of Fremont
Tesla is ultimately planning to build the Cybertruck in Austin at Gigafactory Texas. However, battery cells and cell pack manufacturing are not yet ready to take off at the new Tesla plant, which is located just outside Austin. Tesla applied to build a battery and cathode manufacturing building at Gigafactory Texas earlier this year, and while the project has been started, it likely will not be ready for the Cybertruck’s projected launch in mid-2023.
With an extensive order log that features over 1 million total reservations, Tesla is preparing for Cybertruck manufacturing by building the battery packs at a plant that is already operational. The Fremont facility, the only Tesla plant manufacturing all four vehicles the company builds, was ultimately chosen for the task of kicking off Cybertruck pack manufacturing, Teslarati confirmed with sources familiar with the matter.
Cybertruck Battery Pack Manufacturing will start in Fremont
Sources familiar with the matter told Teslarati the second-floor manufacturing line that Tesla filed to build in August will manufacture the Cybertruck packs. Tesla will take the 4680 battery cells produced at the Kato Road facility or another previously utilized cell design manufactured at Gigafactory Nevada and put them into modules and packs that are manufactured on the new Fremont battery line.
Currently, the line is being completed by construction crews on site, who are making daily progress. Additionally, Tesla engineers are installing automation equipment to produce the Cybertruck battery packs.
Tesla did not immediately respond to our request for comment.
Kicking Cybertruck Module Production into “Plaid Mode”
Tesla is also working hard to kick off Cybertruck pack production as time is extremely limited. Tesla has a series of vehicles, referred to as “carriers,” which transport batteries throughout the factory. The company recently ordered around 300 new carriers for the factory as cell and battery pack manufacturing is set to ramp drastically.
The sources also said the Cybertruck battery pack line is currently being tested with Tesla’s automation equipment. Tesla is working to ramp the line quickly as Cybertruck vehicle manufacturing is planned for next year at Gigafactory Texas.
2023: The Year of the Tesla Cybertruck?
Tesla is set to build the Cybertruck at Gigafactory Texas. After unveiling the all-electric pickup in 2019, Tesla has delayed initial production on several occasions due to supply chain issues and other challenges.
“In 2022, supply chain will continue to be the fundamental limiter of output across all factories,” Musk said during Tesla’s Q4 and 2021 Full Year Earnings Call in January. So the chip shortage, while better than last year, is still an issue. And, yeah, so that’s — there are multiple supply chain challenges.”
Musk went on to say that the challenges would delay the launch of any new products in 2022. “We will, however, do a lot of engineering and tooling, what not to create those vehicles: Cybertruck, Semi, Roadster, Optimus, and be ready to bring those to production hopefully next year. That is most likely.”
Although Tesla is planning to begin deliveries of the Semi on December 1, all other projects have been effectively delayed until next year, but preparation to launch those projects is evidently a priority within the factories.
4680 cells are not constrained but are they going into the Cybertruck?
Tesla’s Vice President of Powertrain Drew Baglino detailed earlier this year that the company was not constrained in terms of 4680 battery cell availability.
“So throughout 2021, we focused on growing cell supply alongside our in-house 4680 effort to provide us flexibility and insurance as we attempt to grow as fast as possible,” Baglino said on the Q4 and Full Year 2021 Earnings Call in January. “4680 cells are not a constraint to our 2022 volume plans based on the information we have.”
What Baglino said next on the call likely indicates what Tesla was preparing the Cybertruck for: pack manufacturing at Fremont, shipping the packs to Texas, and then installing them into vehicles:
“But we are making meaningful progress of the ramp curve in Kato. We’re building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter.”
The Kato Road facility has supported Tesla’s 4680 cell needs thus far. The 4680 packs were installed on some Gigafactory Texas-built Model Ys, and were reviewed by Munro Live earlier this year. Fremont will likely support Cybertruck pack manufacturing for some time, utilizing cells from Kato Road and from suppliers like Panasonic when they ultimately being manufacturing the battery for Tesla.
As Cybertruck manufacturing ramps up into late 2023, 2024, and beyond, packs will then be at Fremont and Gigafactory Texas, which would likely entirely support Cybertruck production.
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Tesla Full Self-Driving release in the EU gets delayed
Tesla Full Self-Driving’s release in Europe is set to be delayed by at least a few months.
The European Union will not vote on Tesla’s Full Self-Driving (Supervised) on October 6. The draft agenda for the 119th meeting of the Technical Committee on Motor Vehicles lists only a 25-minute “continuation of discussions” on the Netherlands’ Article 39 request, not a decision. The next scheduled TCMV session is in December, which is now the earliest date a bloc-wide vote could occur.
Tesla Europe had pointed to October 6 as a possible EU-wide vote after the Dutch vehicle authority RDW granted the first European type approval on April 10.
That approval, under UN Regulation 171 plus an Article 39 exemption in EU Regulation 2018/858, is the legal file other member states have been recognizing one by one. The same committee has already discussed the request twice without voting.
Elon Musk’s reply to the delay was a single word: “Sigh.”
Sigh
— Elon Musk (@elonmusk) September 25, 2026
Seven EU countries have now cleared FSD Supervised on their own roads: the Netherlands, Lithuania, Estonia, Denmark, Belgium, Slovenia, and Czechia. Those seven states represent about 53 million people, or roughly 12 percent of the EU population. An EU-wide authorization still needs a qualified majority: at least 15 of 27 member states representing 65 percent of the bloc’s population, about 292 million people.
Germany, France, Italy, and Spain remain the decisive markets. France has already rejected the current system; several other governments have flagged speed-limit compliance as the main sticking point.
The safety case Tesla is putting in front of those governments is now public. On September 1, Tesla Europe said FSD Supervised was in use by more than 70,000 customers, covering over 1 million kilometers a day, and was 4.1 times less likely to be involved in a crash than manual driving across 100 million kilometers on EU public roads.
An earlier mid-year cut of the same fleet data, covering 65 million kilometers in five approved countries, put the collision advantage at 5.2 times, with zero highway collisions over 41.9 million kilometers. Tesla also reported far fewer automatic emergency braking events, harsh accelerations, and hard swerves than in comparable manual Tesla driving. Those figures are company-reported, not independently audited.
Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval
The public-health backdrop is harder to dispute. European countries recorded about 19,400 road deaths in 2025, or roughly 53 a day, most of them attributed to human error. FSD Supervised is not unsupervised autonomy; the driver remains legally responsible. But the software is already legal and in daily use across seven member states.
Until TCMV votes, the rest of the EU remains a patchwork: available in Prague and Amsterdam, locked behind review in Paris and Berlin. December is now the next chance to close that gap.
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SpaceX readies Starship Flight 14 for a historic journey into uncharted territory
SpaceX finished Starship’s Flight 14 rehearsal, clearing the way for its first orbital flight Monday.
SpaceX has cleared one of the last hurdles before Starship’s first trip to orbit. The company posted on X Thursday afternoon that its launch rehearsal for Flight 14 was complete, keeping the mission on track for Monday, September 28. The launch window opens at 7:15 a.m. CT at Starbase, Texas, and runs for 75 minutes.
A wet dress rehearsal is essentially launch day without the launch. Crews fill Booster 21 and Ship 41 with thousands of tons of extremely cold propellant, run the countdown nearly to ignition, then drain everything back out. It lets engineers catch leaks or equipment problems before anything leaves the pad. SpaceX still needs a launch license from the FAA before the stack, which stands 407 feet tall, can fly.
Flight 14 matters because of where it is going. All 13 previous Starship flights followed a suborbital path, which works like throwing a ball extremely high and far: the vehicle reaches space, but it is always on a course that brings it back down within about an hour. This time, Ship 41 will perform a short engine firing called an orbital insertion burn roughly 25 minutes after liftoff, giving it enough speed to keep falling around Earth instead of back into it. SpaceX plans about six laps at an altitude near 275 kilometers (171 miles) over nearly 10 hours, as Teslarati detailed when the mission was first announced.
Launch rehearsal complete ahead of Starship Flight 14 pic.twitter.com/h5LBYyBqi4
— SpaceX (@SpaceX) September 24, 2026
Getting into orbit also means Starship has to prove it can get back out. The ship must relight a single Raptor engine in space to slow down for reentry. SpaceX says it will only attempt the orbital insertion burn after flight controllers confirm the hardware needed for that return burn has enough backup, and its flight plan includes health checks that could shorten the mission to two or five orbits.
Flight 14 is also the first to put working satellites into service. Flight 13 carried 20 Starlink V3 satellites in July, but they came back down with the ship because that mission never reached orbit. This time, 26 V3 satellites are meant to stay up and join the constellation within a few weeks. Together they add about 26 terabits per second of network capacity, which SpaceX says is roughly 10 times what a single Falcon 9 launch of older V2 Mini satellites adds. Three of them carry cameras that will photograph Starship’s heat shield in orbit to check for tile damage before reentry.
The hardware has changed too. Ship 41 flies with extra fasteners on tiles in the most vulnerable areas, fixes for gaps where superheated plasma slipped behind tiles, and curved tiles designed to reduce heating between them. Two tiles recovered from Ship 40 will fly again, the first reuse of any part of a Starship heat shield. Booster 21 carries better engine filtering and new relight software after ice clogged three center engines on the previous booster, leaving only eight of 13 engines to restart for its landing burn.
Ship 41 is targeting a splashdown in the Pacific Ocean west of Chile, a new recovery zone after several Indian Ocean landings, while Booster 21 aims for the Gulf. Neither will be caught by the tower on this flight. Elon Musk said in August that a ship catch was likely “in a few months.”
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.