Each of Tesla’s factories is immense, but they seem to be getting even larger with each iteration. This does seem to be the case with Gigafactory Mexico, as the facility will be sitting in a complex that’s far larger than the Giga Texas site.
As per recent comments from a Mexico official on Thursday, Tesla’s planned factory in Nuevo Leon will be built on a site spanning almost 4,200 acres in an industrial zone. Jesus Nava, the mayor of Santa Catarina, also noted that Tesla is acquiring the site from private owners, and construction is expected to start in three months.
Considering the size of the Giga Mexico complex, the site would be more than double the size of Mexico City’s International Airport, as noted in a Reuters report. It will also be substantially larger than the Gigafactory Texas complex, which is listed by Tesla as 2,500 acres.
Apart from the size of the complex, Nava also mentioned that Tesla would be revealing the vehicles that would be produced at Giga Mexico when the facility holds its groundbreaking event. Estimates suggest that a groundbreaking event for Giga Mexico would happen in about three months.
The Mexican official also stated that initially, Tesla would spend $5 billion and employ about 5,000 workers at the facility. Later on, Tesla is expected to invest a total of $10 billion into the factory and hire up to 10,000 workers. This would be of great benefit to Nuevo Leon, as the area will host one of the largest electric vehicle factories in the world.
“This will bring a great economic spillover,” Nava said.
The output of Giga Mexico has not been mentioned by Tesla yet, though a senior Mexican official reportedly noted that the facility would be producing about 1 million cars annually. That’s roughly equivalent to the company’s global output in 2021.
While Mexico President Lopez Obrador has noted that he would withhold permits for Giga Mexico if there were not enough water in the region, Nava said that the project was never at risk. The official also remarked that Tesla uses recycled water in its operations, and companies that use such strategies typically consume minimal liters of water per second.
“It was never at risk … it added an extra factor for executives when making a decision,” Nava said.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Elon Musk
Tesla CEO Elon Musk to provide more details for Master Plan Part IV
Musk stated that he would be adding specifics to the plan in a later update.

Tesla CEO Elon Musk will be adding more specifics to the recently-released Master Plan Part IV. Musk shared the update on social media platform X amidst conversations about the general nature of the Master Plan Part IV.
In a conversation on X, Musk responded to a post from Tesla retail shareholder and bull Dave Lee, who observed that the currently released Master Plan Part IV could really just be the introduction to the real plan due to its absence of specifics.
Elon Musk responded, stating that he would be adding specifics to the plan in a later update. “Fair enough. Will add more specifics,” Musk wrote in his post.
Tesla has been following Elon Musk’s Master Plans for decades. The first Master Plan, released in 2006, outlined the company’s path from the original Tesla Roadster to the Model 3, as well as the first steps for Tesla Energy. Master Plan Part Deux, released in 2016, covered the ramp of Tesla Energy, the expansion of Tesla’s vehicle lineup, and the rollout of a Robotaxi service.
Master Plan Part 3 was more ambitious as it was generally an in-depth proposal for achieving a global sustainable entry economy by transitioning to electricity-powered vehicles, homes, and industry, which will, in turn, be powered by renewable energy sources like solar and wind. Master Plan Part 3 also included a five-step plan to accomplish this, allowing the world to transition to a fully electrified future.
Master Plan Part IV, which was released a few days ago, focused on automation and artificial intelligence to achieve sustainable abundance. But while the first two Master Plans were very clear and specific and Master Plan Part 3 was very in-depth, Master Plan Part IV was quite general and vague in comparison. It was easy to tell that Optimus would play a big role in the pursuit of sustainable abundance, but apart from that, there were no specifics as to how Tesla intended to achieve its goals.
Fortunately, these specifics would be discussed by Musk in a later update to the plan.
News
Tesla just had its best wholesale month this year in China
Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad.

Tesla China just had its best wholesale month this 2025 so far. In August, the electric vehicle maker sold 83,192 vehicles wholesale, a 22.55% increase compared to July 2025’s 67,886 units.
Tesla China’s wholesale figures are still down year-over-year, but the company’s momentum seems notable, especially with the arrival of the Model Y L.
August 2025 figures
As noted in a CNEV Post report, August 2025’s 83,192 wholesale figures are 4.04% less than the 86,697 units that were sold in the same period last year. It is, however, a 22.55% improvement from the previous month. From January to August, Tesla China sold 515,552 units wholesale, a 12.24% year-over-year decrease.
It should be noted that Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad. With this in mind, August’s results bode well for Tesla China, as it suggests that Gigafactory Shanghai is now hitting its pace with both its domestic deliveries and its exports. Giga Shanghai serves as Tesla’s primary vehicle export hub.
Model Y L factor
Tesla had a challenging first quarter this year, thanks in part to the changeover to the Model Y across the Fremont factory, Giga Texas, Giga Shanghai, and Giga Berlin-Brandenburg. This changeover resulted in low sales in the first quarter. Political controversies surrounding Elon Musk and violence against Tesla stores and vehicles in the first and second quarters in the United States and Europe did not help much either.
This Q3, however, Tesla seems to be hitting its stride, especially in China. The launch of the new Model Y L has allowed Tesla to compete in the six-seat, large SUV segment, a market that was previously closed to the standard Model Y. Reports have suggested that Tesla China has been seeing a lot of demand for the Model Y L, which should help the company achieve higher sales this quarter and the remaining months of the year.
News
Tesla Model Y L sales have been incredible since launch: report
Tesla China’s sales this third quarter could see a notable improvement.

A recent report from China has suggested that the Tesla Model Y L has been seeing an impressive volume of orders since it was launched last month.
Amidst the Model Y L’s rollout, Tesla China’s sales this third quarter could see a notable improvement.
Model Y L orders
Citing information from a salesperson from a Tesla store in Beijing, media outlet Cailianshe stated that the Model Y L has been resonating well with consumers, particularly bigger families that need more space for their children. The salesperson stated that since the vehicle’s unveiling in China, the Model Y L has garnered 120,000 orders, and almost 10,000 new orders daily.
“(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” the Tesla representative noted.
More momentum
China is the world’s largest electric vehicle market, and it is also the most unforgiving and competitive. While the standard Model Y consistently performed well in the premium crossover SUV segment, it was high time for Tesla China to offer a larger vehicle for domestic consumers. There are quite a lot of customers, after all, who need more space than what the standard Model Y could offer.
The Model Y L’s spacious interior seems to be well appreciated by consumers, with the Tesla Beijing salesperson noting that the vehicle’s excellent rear seats have been a notable selling point. “Although the Model YL is a bit more expensive, it has more space and a more flexible rear seat, making it perfect for families with children,” the representative added.
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