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Tesla announced its first European Gigafactory 1 year ago today: A timeline
One year ago today, Tesla CEO Elon Musk announced that the automaker would open a production facility in Germany. Upon accepting an award at the Golden Steering Wheel awards alongside Volkswagen CEO Herbert Diess, Musk shocked Tesla fans everywhere by revealing its intentions. But what has transpired for the electric automaker since then is a culmination of hard work, dedication, efficiency, and a little bit of luck, and Tesla has been able to erect several buildings of the facility just eleven months after the beginning of the construction process.
November 12, 2019: Elon Musk announces Giga Berlin
“Everyone knows that German engineering is outstanding, for sure. That’s part of the reason why we are locating our Gigafactory Europe in Germany. We are also going to create an engineering and design center in Berlin, because Berlin has some of the best art in the world,” Musk said at the Golden Steering Wheel Awards in Germany last year. Musk also stated that the Model Y would be the initial focus of the new Gigafactory’s production lines.
Tesla CEO Elon Musk and Volkswagen CEO Herbert Diess exchange compliments at an award ceremony. (Credit: YouTube/AUTO BILD)
December 2019: Permits and Regulatory Approval
Tesla was working with the local government in Brandenburg to gain regulatory approval to begin ground clearing measures on the 741-acre plot of land that the automaker had purchased for a bargain price. After the land sale price was finalized, along with the permission of local authorities, Tesla could begin making progress on the land.
Credit: YouTube/J.-U. Koehler
January 2020: Ground clearing begins
After Tesla received preliminary approval, ground clearing began. While this sparked some controversy and concern from environmental groups, Tesla had already been planning to replace trees in areas surrounding Brandenburg, promising to replant three times as many trees as it had removed from the property. To be clear, the trees that were removed were of “inferior quality,” according to Grünheide Mayor Arne Christiani, as they were used for commercial cardboard production.
Credit: Emil Senkel
April 2020: Groundbreaking imminent, land preparation nears completion
On April 20th, Giga Berlin construction crews worked on the ground leveling and excavation of the land at the site. With only 90 hectares of land free from the trees, Tesla had its work cut out. Just a few days before ground leveling, the final tree was removed from the land, making it completely clear of any trees, all while not harming any wildlife.
Credit: YouTube | Giga Berlin / Gigafactory4, build GIGABERLIN
May 2020: Foundational work gets approval, begins
Foundational work began appearing at the site in late May. Tesla had to abide by some guidelines to keep drinking water protected and keep the noise down after 10 pm. Aquifers were also installed to protect any groundwater, which was a growing concern among local residents.
Credit: Twitter | @tobilindh
June 2020: Structures begin appearing, pillars and beams installed
The main pillars of the Drive Unit facility began appearing at the site, which were transported by train. Additionally, the installation of these pillars began just a few days later. It was the first structural portion of any of Giga Berlin’s facilities to be implemented, and prefabricated construction methods contributed to an accelerated construction effort at the site.
Credit: Twitter | @tobilindh
August 2020: Body In White construction begins, Drive Unit facility nears completion
The rapid pace of construction was evident as the Drive Unit facility neared completion, and the Body-in-White facility started construction. With pillars and beams being installed just two months prior for the first time, the rate of construction was certainly impressive. There was still plenty of work to go, however.
The Northern wall of the Drive Unit is nearly completed. (Credit: @gigafactory_4 on Twitter)
September 2020: Elon Musk’s First Visit to Giga Berlin
In a long-overdue visit because of the COVID-19 pandemic, Musk detailed Model Y redesign and battery cell production at the facility. Met with a warm reception, Musk’s first visit to Giga Berlin included visits with local politicians, including vocal supporter Jörg Steinbach, an economic minister.
Credit: @tobilindh | Twitter
Today: Where does Giga Berlin’s progress stand?
Currently, both the Drive Unit and Body-In-White facilities are constructed, with interior fittings being installed. Flooring and machinery have yet to make its way into these facilities, but progress is well ahead of schedule. While Tesla still lists Giga Berlin’s starting production date as Summer 2021, some of those in Europe have stated that deliveries could be expected in Q1 or Q2 2021.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
