Energy
Tesla Powerwall 2 gets included in Australia’s battery subsidy plan for 40k homes
In a rather ironic twist, Tesla and its Powerwall 2 battery have been added to the list of choices for South Australia’s Home Battery Scheme, which aims to provide subsidies to 40,000 homes. The inclusion of the Powerwall 2 battery to the subsidy scheme comes amidst the ongoing progress of Tesla’s ambitious Virtual Power Plant in the region.
The update, which was recently reported by One Step Off The Grid, noted that Tesla’s 13.5kWh lithium-ion home battery systems are now eligible for the full AU$6,000 (US$4,300) subsidy offered by the SA government. As an additional means to attract buyers, Tesla has set up a temporary stall at the Rundle Mall in Adelaide, to showcase its battery storage technology. As noted by the Australian-based publication, though, customers are being informed that the installation of Powerwall 2 batteries would likely involve a lot of waiting.
Solar Quotes’ Ronald Brakels, who visited the Tesla pop-up store, was reportedly informed that there is an estimated 12-week waiting period for Powerwall 2 batteries. Brakels further added that he was quoted AU$9,300 (US$6,600) for the Powerwall 2 and the installation after the AU$6,000 (US$4,300) subsidy is applied. That’s still a substantial amount, and would likely be out of reach for some homeowners who are in need of a system that can lower their power bills.
This was among the concerns that were raised last year when South Australia’s Home Battery Scheme was announced as a possible replacement for Tesla’s Virtual Power Plant project. Not long after he was elected, South Australia premier Steven Marshall expressed his opposition to Tesla’s proposal of establishing a 250 MW/650 MWh virtual power plant comprised of 50,000 residential homes and Powerwall 2 batteries. As an alternative, Marshall proposed a subsidy program instead, which would lower the price of battery storage units for 40,000 homes.
“(Former Premier Jay Weatherill) was doing (Tesla’s Virtual Power Plant) for Housing Trust homes in South Australia… That’s not part of our plan. What we are going to do is provide a subsidy to get (those with) solar rooftops systems with some storage capacity,” Marshall said before shortly before he was sworn in last year.
Marshall’s plan had stark differences with Tesla’s plan for a Virtual Power Plant. For one, the battery subsidy would be offered to homes that are already equipped with solar panels. Apart from this, homeowners would be required to purchase their own batteries, albeit at a discounted price. Tesla’s Virtual Power Plant, on the other hand, plans to provide solar panels and Powerwall 2 batteries to 25,000 Housing Trust households and 25,000 private low-income homes for free.
Seemingly after receiving flak for his lack of support for Tesla’s Virtual Power Plant, Marshall eventually took a softer stance on the project. By the end of May 2018, Energy Minister Dan van Holst Pellekaan announced that the South Australian government would be pursuing Tesla’s Virtual Power Plant and Marshall’s Home Battery Scheme side-by-side.
Since then, Tesla’s Virtual Power Plant has completed its first phase, which involves the installation of solar panels and batteries to the first 100 houses in the system. Marshall’s Home Battery Scheme, on the other hand, was launched last October, and is expected to add up to 400 MWh of storage to the state’s grid when complete. Ultimately, the 400 MWh from Marshall’s Home Battery Scheme would be a nice addition to the 650 MWh of energy storage that would be provided by Tesla’s Virtual Power Plant once all 50,000 residential units are connected and online.
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.