News
Tesla Gigafactory 3: From ‘muddy field’ to Model 3 production facility in 1 year
Tesla’s Gigafactory 3 in China has seen remarkable growth over the past year. Back in October 2018, the Gigafactory 3 complex was but a large plot of land that was being flattened. Today, the site is a bustling area dominated by a general assembly building that is expected to start producing the Tesla Model 3, the electric car maker’s most disruptive sedan to date.
Each stage of Gigafactory 3’s growth has fortunately been chronicled through the efforts of local enthusiasts and drone operators who regularly visit the site to provide updates on the electric car production facility’s progress. Among the first ones that did this was drone operator Wuwa Vision, who started visiting Gigafactory 3’s location last October.Â

One year since that date, the Tesla enthusiast shared a rather insightful video that highlights just how far Gigafactory 3 has come over the past 12 months. Footage from October 2018, for example, shows that the entire area for Tesla’s electric car production facility is now nearly unrecognizable from its state last year. The complex was pretty much just flattened land, and its surrounding areas were still populated by crops.Â
Interviews with locals also revealed that residents knew very little about the upcoming construction of Gigafactory 3, with some stating that they were only informed that an American auto company will be building a facility in the area. Crops were also abounding near the complex, with sweet potatoes and watermelons being harvested around the site. Looking at the state of Gigafactory 3’s land then, it was no surprise that initial videos of the location were met with skepticism among Tesla’s critics in the West. Some skeptics even described the site simply as a “muddy field” or “a plot of land with some digging going on.”Â

A lot has changed in the months following that October 2018 video. The drone operator’s most recent footage of Gigafactory 3 showed that the construction of Tesla’s battery facility in the Phase 2 area is coming along nicely, and so is the substation at the southwest end of the massive lot. Markings on the facade of the general assembly building also reveal that Gigafactory 3 has dozens of gates for employees and over 30 docks for supplies on one side. Furthermore, a more permanent fence is currently being built around the entire Gigafactory 3 complex.Â
The growth of Gigafactory 3 in Shanghai is quite remarkable, so much so that the term “Tesla speed” is reportedly now becoming a colloquialism within China’s electric vehicle circles. This “Tesla speed” does not seem to be slowing down anytime soon either, as speculations are abounding that Model 3 production could start in Gigafactory 3 as early as the coming weeks. This definitely seems to be a possibility, as videos and images have already emerged showing Model 3 units being driven around the site.Â
Watch Wuwa Vision’s recent footage of Gigafactory 3 in the video below.Â
Elon Musk
Elon Musk and Trump are closer than ever, and Tesla could be the big winner
Elon Musk sat beside Trump as AI leaders signed a voluntary White House safety accord.
Elon Musk had the seat right next to President Donald Trump on Tuesday as the White House hosted the leaders of America’s biggest artificial intelligence companies for a lunch that ended with a voluntary industry accord on AI safety.
A seating chart Trump posted on Truth Social placed Musk at the president’s left in the East Room, with Nvidia CEO Jensen Huang on his right, according to an Associated Press reporter. Anthropic CEO Dario Amodei, OpenAI President Greg Brockman, Meta’s Mark Zuckerberg, Google’s Sundar Pichai, Microsoft’s Satya Nadella and Amazon founder Jeff Bezos also attended, along with Vice President JD Vance and House Speaker Mike Johnson.
🚨 Elon Musk is currently speaking to the media alongside President Trump after a meeting with AI Leaders in Washington today
Trump says AI is now being called “Super Intelligence” or SI pic.twitter.com/woJJqUVP9B
— TESLARATI (@Teslarati) September 29, 2026
After the lunch, Trump told reporters outside the West Wing that the executives had signed “The White House Accord on Superintelligence: A Joint Commitment on Frontier SI Responsibilities.” Johnson described it as a voluntary statement of principles built on “robust internal controls and layers of internal and external review,” while Zuckerberg said company boards would independently review reports from outside auditors. Trump called the document “morally binding,” said he would name a new AI czar within days, and signed an executive order formally renaming artificial intelligence “super intelligence,” CNBC reported.
Musk was not in the room for Tesla alone. Since SpaceX absorbed xAI, he runs the company behind Grok and one of the largest AI training operations anywhere. On September 25, he said another 220,000 Nvidia GB300 chips would come online at Colossus 2 within a week, with more expected in November and December.
“I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”
“Thank you.”@elonmusk catches his own slip after calling the technology “A.I.” while speaking alongside President Trump and other tech leaders, quickly correcting himself to “super… pic.twitter.com/fH7CFileNb
— Fox News (@FoxNews) September 29, 2026
SpaceX confirms third massive compute deal at Colossus data center
Musk also used the trip to restate his energy ambitions. “SpaceX is aiming together with Tesla to do 200 gigawatts of solar production per year,” he said at an event in Washington. It is the same combined target he laid out that feeds directly into Terafab, the Tesla and SpaceX chip venture that will need enormous amounts of power.
The showing between Musk and Trump has come a long way, since the two had the very public split in mid 2025 after Musk opposed the “Big Beautiful Bill” and left DOGE. They reconciled at Charlie Kirk’s memorial that September, and Trump later called their relationship “good”. Since then, Musk has joined Trump’s China delegation in May and attended last week’s White House state dinner for Chinese President Xi Jinping.
For Tesla, that access to government official could pay dividends. As Teslarati noted in January, federal autonomy rules, NHTSA oversight and a single national standard for driverless vehicles all run through an administration Musk can more easily reach directly as Tesla works to scale Robotaxi and Cybercab beyond Texas.
Elon Musk
Tesla Roadster’s new patent preps white-knuckle speeds, keeping it grounded
Ahead of its highly anticipated unveiling, Tesla’s upcoming Roadster received a new patent that aims to keep it grounded while enabling white-knuckle speeds.
The patent, which was granted on September 29, is titled “Electric Car Fan,” bluntly stating its design but not its purpose, which is further detailed in the text of the application. Interestingly, it comes two weeks before the Roadster event, which was delayed due to unfavorable weather on Thursday, which could cause issues, as Tesla revealed the event must be held outdoors.
🚨 The design uses electrically driven ducted fans, typically shown as a row of four at the rear, powered by the vehicle’s high-voltage battery.
The fans pull air from an underbody inlet, route it through ducts, and expel it from a larger rear outlet that functions as a… https://t.co/CHQB9u9UA3 pic.twitter.com/QVXmWTdggh
— TESLARATI (@Teslarati) September 29, 2026
The purpose is to solve a problem that is relatively unique to high-performance electric cars. Instant motor torque is useless if the tires cannot plant that force, and conventional wings and underbody tunnels generate downforce only when air is already rushing past the car. At launch, in slow corners, and under hard braking from modest speed, passive aerodynamic additions contribute essentially very little to downforce.
Tesla’s filing says that its fans can produce the downforce needed, independent of vehicle velocity, then ease off so the same hardware does not pile on drag at highway speeds, an issue that can come from excessive body modifications.
The hardware outlined in the patent is a ducted-fan package that is placed into the rear of the vehicle. An underbody inlet between the rear wheels feeds a duct that rises to a wide outlet in the diffuser. In that outlet are four axial fans, which are divided by vertical strakes. They will pull air from under the floor and press the chassis onto the pavement.
The language in the patent claims it can cut drag rather than add to it while simultaneously increasing downforce.
Tesla Roadster event requires restricted airspace, and the FAA obliges
The fans run from the high-voltage battery and a vehicle control system, so output can be modulated rather than left on as a fixed penalty.
There are additional strengths that can come from this design, like extra tire load at low speed, which can contribute to even more face-melting acceleration rates, decrease stopping distance, and sharper turn-in before a wing has air to work with. Adjustable fan speed lets the car add grip only when needed, so it can be catered to the force of a turn or acceleration.
These designs were previously used, and banned, in some competitive settings. The Brabham BT46B was banned in F1 competition for using a similar fan design and being labeled as too effective.
Tesla still lists the Roadster as having a sub-two-second 0-60 MPH time and a 250-plus-MPH top speed, and there are expectations for a SpaceX cold-gas thruster package that could not only increase acceleration but potentially cause the vehicle to hover.
It is important to note that a patent is not a production part, and packaging four fans in a rear diffuser, managing noise, and potential debris are all things Tesla must consider. With that being said, the patent being granted shows Tesla is designing the Roadster to go fast, but it is also attempting to use unique strategies to combat any issues it might have at those speeds.
Investor's Corner
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
Tesla (NASDAQ: TSLA) showrooms have been picked clean ahead of the end of the third quarter of the year, as demand looks to be strong and delivery estimates for new vehicles are pushed into late 2026 and early 2027.
Tesla appears to have sold out of many of its Model 3 and Model Y trim levels in the United States, as only the Model Y RWD and Model Y All-Wheel-Drive are available for delivery before the end of the year.
Additionally, many showrooms are either completely empty or void of all but just one demo unit within the buildings themselves in an effort to bolster what could be one of Tesla’s best quarters in vehicle deliveries in recent memory.
I’m at Tesla right now and when I walked into their showroom I was shocked to see it basically empty.
I asked one of the people working there where all of the cars are “Gone – it’s the end of the quarter and we’ve sold out of everything… including the display vehicles”So… pic.twitter.com/rN7s3gE6sJ
— Devin Olsen (@DevinOlsenn) September 25, 2026
All the cars are gone from Tesla Century City!
All they have is Model Y L, a self-driving video playing on the background. I guess the best product is no product. Either that or they just sold the showroom cars. pic.twitter.com/mzCjWaXwww
— Whole Mars Catalog (@wholemars) September 26, 2026
Show room is empty. I asked and they have sold the demo cars too. Delivery numbers better be outstanding! pic.twitter.com/jq5N28Q6tZ
— Electric Brawl (@3lectricBrawl) September 22, 2026
Additionally, when I spoke to the guys at Tesla Mechanicsburg two weeks ago, when I returned the Model Y L, their third hauler of the week had just arrived, and every vehicle on it, along with every vehicle in their delivery lot, was accounted for and had a name attached to it for delivery.
Talking to the guys at the Mechanicsburg showroom on Friday, they couldn’t believe they had ANOTHER hauler coming in of cars for delivery—and each was accounted for
No car just sitting in inventory. They’re expecting a BIG quarter, and this is more than just the Y L https://t.co/ce801GkKVv
— TESLARATI (@Teslarati) September 21, 2026
Tesla saw a 25 percent increase in deliveries in Q2 compared to the same quarter the year before. The vast majority of the 480,126 units it delivered, 467,762 vehicles to be exact, were the Model 3 and Model Y.
In Q3 2025, Tesla delivered 497,099 vehicles, once again a figure that was dominated by the company’s two mass-market vehicles. Analysts have unusually wide predictions for this quarter, likely because so many firms missed the Q2 delivery figure by such a substantial margin; Wall Street predicted 408,000 cars, while Tesla delivered 480,000.
Goldman Sachs has Tesla slotted for 435,000 deliveries in Q3, while JPMorgan said it anticipates 482,000. The median guess is about 449,000 deliveries for Q3.
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