Update: Elon Musk told Teslarati the expansion plans will accommodate Tesla Giga Texas’s “ecological paradise.” Headline and paragraphs have been revised and updated to reflect accuracy based on Musk’s details.
Ecological paradise plans from south portion of Giga Texas to river look great, however we must first get the factory financially on its feet
— Elon Musk (@elonmusk) September 21, 2022
Tesla has revised its application for Giga Texas to reveal a potential 500,000 square foot expansion of the automaker’s electric vehicle production factory located outside of Austin. Tesla added 12 acres to the site’s limits of construction, while adding 522,720 feet of space to the limit. CEO Elon Musk told Teslarati the expansion will accommodate the automaker’s plans for an “ecological paradise” at the factory.
Teslarati discovered Tesla has officially filed a revised application with the City of Austin’s Housing and Planning Department on September 20. The City noted that “[Tesla] is proposing Revision to previously approved Site Plan.”
Credit: City of Austin
Upon inspection of the new filing and comparing it to the old filling, Tesla is proposing a change to the Giga Texas site plan by expanding the limits of construction. The acreage in the previous application was listed at 268. The new application lists it at 280.
Additionally, the square footage of the factory is set to expand by 500,000 square feet. The previous application lists the limits of square footage at 11,674,080. The revised application filed by Tesla yesterday pushes the square footage limit to 12,196,800.
Tesla’s original site plan for Gigafactory Texas (Credit: City of Austin) Tesla’s revised site plan for Gigafactory Texas (Credit: City of Austin)
Musk told Teslarati in a series of Tweets that the area from the South end of Giga Texas to the Colorado River “really will be next-level great & open to public!”
Area from south Giga to river really will be next-level great & open to public!
— Elon Musk (@elonmusk) September 21, 2022
Additionally, Musk told us the initial plans for a boardwalk are still a go for the long-term and will stretch to downtown Austin.
Long-term goal is a boardwalk with amenities that goes all the way to downtown Austin, so you can walk, bike or kayak
— Elon Musk (@elonmusk) September 21, 2022
Tesla says Gigafactory Texas covers over 250 acres of land and has over 10,000,000 square feet of factory floor, so the applications both line up with the company’s description of the factory on its website.
Gigafactory Texas currently builds 250,000 vehicles annually, according to Tesla’s most recent Shareholder Deck. However, the factory opened earlier this year and is not fully ramped. A few days ago, Tesla announced that the factory had built its 10,000th Model Y. Eventually, Gigafactory Texas is expected to build upwards of 500,000 vehicles annually.
Tesla has plans to produce the Cybertruck at Gigafactory Texas sometime next year. The vehicle had its design finalized earlier this year, Musk said.
This filing follows several other Gigafactory Texas expansion projects, which Tesla has planned for in the past year. In late June, Tesla filed to expand General Assembly 2 and General Assembly 3 by 500,000 square feet. Additionally, Tesla filed in mid-July to build on a 68.11-acre plot adjacent to the factory. It was listed as a “Production Support Area.”
The most recent development took place in mid-August when Tesla’s application to build a massive battery energy storage system (BESS) project at Gigafactory Texas was approved. The project is listed as a 53.27-acre land plot that will house Tesla Megapacks to support the energy grid by storing excess energy produced by solar panels.
While Tesla did file for an expansion of acreage and square footage, it doesn’t mean that it will expand the factory in the near future. Tesla could be preparing to give itself more real estate to work with in the future, especially if it plans to add even more elements to the Giga Texas campus.
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Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
