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(Update) NY officials call on Tesla’s Elon Musk to reopen Gigafactory 2 for ventilator production
Officials from New York State are calling on Elon Musk and Tesla to reopen Gigafactory 2 in Buffalo for the production of ventilators and other critical medical equipment. The officials’ updates come amidst Tesla’s recent suspension of its Giga New York plant, as a means to protect employees from the ongoing spread of the coronavirus.
In a statement to ABC7 News, New York State Assemblyman Sean Ryan noted that everyone must do their part in helping the country address the C-19 pandemic. While Ryan lauded Elon Musk and the Tesla team for their efforts, the Assemblyman emphasized that the electric car maker’s Buffalo facility could be utilized to address the state’s current challenges with the virus.
Update: Tesla CEO Elon Musk confirms Giga New York will reopen for ventilator production as soon possible
Giga New York will reopen for ventilator production as soon as humanly possible. We will do anything in our power to help the citizens of New York.
— Elon Musk (@elonmusk) March 25, 2020
“There is no doubt that COVID-19 has created an unprecedented challenge for New York, for our nation, and for the entire world. At this difficult time, it is critical that each of us do our part to ensure our state can respond to the growing pandemic. I thank Elon Musk and the team at Tesla for announcing that they are working on a plan. Tesla’s factory in Buffalo would be an ideal location to ramp up ventilator production, and I urge them to make this commitment immediately,” he said.
Ryan also outlined his points in a letter to the Tesla and SpaceX CEO. The letter is as follows.
March 24, 2020
Dear Mr. Musk,
I write today regarding the growing COVID-19 pandemic and the ongoing efforts to fight the virus and save lives. I want to thank you and your company for announcing a plan to make ventilators to help meet the need for the essential part of the response to help save lives during the pandemic. As your plans move forward, I urge you to ramp up ventilator production at the Tesla factory located in Buffalo, New York.
With COVID-19 impacting every segment of our society and economy, Tesla’s solar production factory in Buffalo has currently suspended operations. At this difficult time, it is critical that each of us do our part to ensure our state can respond to the growing pandemic. New York State is the most impacted state in the nation with over 20,000 cases COVID-19, and the numbers are growing every day. It makes sense that increased ventilator production would happen here to ensure we can meet the growing demand of our healthcare system.
Sincerely,
Sean M. Ryan
Member of Assembly
It’s not just Assemblyman Ryan that has called on Tesla and Elon Musk to reopen Giga New York for the production of ventilators and other medical supplies that are pertinent in the fight against C-19. In a recent tweet, NYGOP Chairman Nick Langworthy advised Elon Musk that “emergency times call for emergency measures,” one of which is the repurposing Tesla’s Solarglass Roof and Supercharger facility for ventilator and medical supply production.
“Perhaps the @Tesla plant in Buffalo owned by New York State and gifted to @elonmusk should be repurposed to manufacture ventilators and critical medical equipment as soon as humanly possible. Emergency times call for drastic measures,” Langworthy wrote.
Perhaps the @Tesla plant in Buffalo owned by New York State and gifted to @elonmusk should be repurposed to manufacture ventilators and critical medical equipment as soon as humanly possible. Emergency times call fro drastic measures.
— Nick Langworthy (@NickLangworthy) March 19, 2020
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
