News
Tesla Gigafactory Shanghai completes foundation buildout in gigantic Phase 2 zone
The progress of Tesla Gigafactory Shanghai is one for the record books. While Gigafactory 1 in Nevada has remained roughly 30% complete for a few years now, the first phase of Giga Shanghai was completed in less than a year since its groundbreaking ceremony. Now, the facility’s massive Phase 2 area is under construction, and if recent footage of the site is any indication, it appears that the next stage of Tesla’s Shanghai factory will be completed even faster than expected.
Tesla enthusiast and drone operator Jason Yang recently visited the Gigafactory Shanghai site, where he documented the new developments going on in the area. Based on his video, the gigantic Phase 2 area, which is larger than Phase 1 and comprised of two large buildings (referred to in the Tesla community as 2A and 2B for now), is already coming together.
The drone operator even remarked that the buildout of Phase 2A’s foundations have already been completed, and steel structures are now being built. The Phase 2B area, on the other hand, now has several pile drivers on the site, hinting that work on the upcoming structure’s foundations will likely begin soon as well.
Even more remarkable was that the first roof trusses in small sections of the Phase 2A building are already being built. Tesla community members who have followed the Gigafactory Shanghai site since its groundbreaking ceremony last year would recall that the progress of Phase 1 accelerated significantly once the foundations were finished and work on the building’s roof trusses was started. With this in mind, it would not be surprising if the buildout of Giga Shanghai’s Phase 2 zone becomes even faster from this point on.
The progress of Giga Shanghai currently stands as the gold standard for all of Tesla’s construction projects. Elon Musk, for one, challenged Germany by stating that the first phase of Gigafactory Berlin should be finished at roughly the same time as Giga Shanghai’s Phase 1 zone. Musk’s challenge seems to have worked so far, with the construction in Giga Berlin continuing at a reasonably rapid pace despite the outbreak of the coronavirus. That being said, the development of the Brandenburg site has met some challenges in recent months due to protests from opposing parties, which have resulted in delays.
Very few details are currently known about the intended purpose of Gigafactory Shanghai’s second phase. Phase 1 is being used for the Model 3 line, and Phase 1.5 (a nearby building) is reportedly set to be used for powertrain and battery pack assembly. Phase 2 is nothing short of gigantic, which means that there’s a pretty good chance it will not just be used for the production of the Model Y. Perhaps a site for Solarglass Roof production for the Chinese market is in order? The next few months will likely reveal the answer.
Check out Jason Yang’s recent drone flyover of the Gigafactory Shanghai site in the video below.
News
Tesla is already expanding its Rental program aggressively
The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.
Tesla is looking to expand its Rental Program aggressively, just weeks after the program was first spotted on its Careers website.
Earlier this month, we reported on Tesla’s intention to launch a crazy new Rental program with cheap daily rates, which would give people in various locations the opportunity to borrow a vehicle in the company’s lineup with some outrageous perks.
Along with the cheap rates that start at about $60 per day, Tesla also provides free Full Self-Driving operation and free Supercharging for the duration of the rental. There are also no limits on mileage or charging, but the terms do not allow the renter to leave the state from which they are renting.
🚨🚨 If you look up details on the Tesla Rental program on Google, you’ll see a bunch of sites saying it’s because of decreasing demand 🤣 pic.twitter.com/WlSQrDJhMg
— TESLARATI (@Teslarati) November 10, 2025
The program has already launched in a handful of locations, specifically, it has been confined to California for now. However, it does not seem like Tesla has any interest in keeping it restricted to the Golden State.
Job postings from Tesla now show it is planning to launch the Rental program in at least three new states: Texas, Tennessee, and Massachusetts.
The jobs specifically are listed as a Rental Readiness Specialist, which lists the following job description:
“The Tesla Rental Program is looking for a Rental Readiness Specialist to work on one of the most progressive vehicle brands in the world. The Rental Readiness Specialist is a key contributor to the Tesla experience by coordinating the receipt of incoming new and used vehicle inventory. This position is responsible for fleet/lot management, movement of vehicles, vehicle readiness, rental invoicing, and customer hand-off. Candidates must have a high level of accountability, and personal satisfaction in doing a great job.”
It also says that those who take the position will have to charge and clean the cars, work with clients on scheduling pickups and drop-offs, and prepare the paperwork necessary to initiate the rental.
The establishment of a Rental program is big for Tesla because it not only gives people the opportunity to experience the vehicles, but it is also a new way to rent a car.
Just as the Tesla purchasing process is more streamlined and more efficient than the traditional car-buying experience, it seems this could be less painful and a new way to borrow a car for a trip instead of using your own.
Elon Musk
Elon Musk’s xAI gains first access to Saudi supercluster with 600k Nvidia GPUs
The facility will deploy roughly 600,000 Nvidia GPUs, making it one of the world’s most notable superclusters.
A Saudi-backed developer is moving forward with one of the world’s largest AI data centers, and Elon Musk’s xAI will be its first customer. The project, unveiled at the U.S.–Saudi Investment Forum in Washington, D.C., is being built by Humain, a company supported by Saudi Arabia’s Public Investment Fund.
The facility will deploy roughly 600,000 Nvidia GPUs, making it one of the world’s most notable superclusters.
xAI secures priority access
Nvidia CEO Jensen Huang stated that the planned data center marks a major leap not just for the region but for the global AI ecosystem as a whole. Huang joked about the sheer capacity of the build, emphasizing how unusual it is for a startup to receive infrastructure of such magnitude. The facility is designed to deliver 500 megawatts of Nvidia GPU power, placing it among the world’s largest AI-focused installations, as noted in a Benzinga report.
“We worked together to get this company started and off the ground and just got an incredible customer with Elon. Could you imagine a startup company, approximately $0 billion in revenues, now going to build a data center for Elon? 500 megawatts is gigantic. This company is off the charts right away,” Huang said.
Global Chipmakers Join Multi-Vendor Buildout To Enhance Compute Diversity
While Nvidia GPUs serve as the backbone of the first phase, Humain is preparing a diversified hardware stack. AMD will supply its Instinct MI450 accelerators, which could draw up to 1 gigawatt of power by 2030 as deployments ramp. Qualcomm will also contribute AI200 and AI250 data center processors, accounting for an additional 200 megawatts of compute capacity. Cisco will support the networking and infrastructure layer, helping knit the multi-chip architecture together.
Apart from confirming that xAI will be the upcoming supercluster’s first customer, Musk also joked about the rapid scaling needed to train increasingly large AI models. He joked that a theoretical expansion one thousand times larger of the upcoming supercluster “would be 8 bazillion, trillion dollars,” highlighting the playful exaggeration he often brings to discussions around extreme compute demand.
Elon Musk
Elon Musk debunks pay package and lip reader claims in double takedown
Musk’s quick debunks highlighted once more that X is an ideal platform for directly countering misinformation.
Elon Musk recently took to X to debunk some misinformation about his 2025 CEO performance award, as well as some comments he made during Donald Trump’s banquet in honor of Saudi Prince Mohammed bin Salman.
Musk’s quick debunks highlighted once more that X is an ideal platform for directly countering misinformation.
Musk’s pay package
Elon Musk’s 2025 CEO performance award was created as a path for him to gain a 25% stake in Tesla. It would also make him a trillionaire, provided that he manages to meet all of the performance award’s aggressive targets. This has not stopped critics from running with the apparent narrative that Musk will be getting the $1 trillion with utmost certainty, however.
This included the More Perfect Union account on X, which noted that “Elon Musk is set to make more than every U.S. elementary school teacher combined, according to the Washington Post.”
Musk responded to the pro-union amount’s post, highlighting that he has not earned any of his $2025 performance award so far. Musk also noted that those who believe he will be getting $1 trillion should invest in TSLA stock, as his compensation is tied to the company’s performance and growth. Investors who hold their TSLA until Musk achieves his full pay package would likely get notable returns.
Lip reader fail
Musk also debunked claims from the Daily Mail, which claimed that he made an “explosive” remark at Trump’s banquet for Saudi Prince Mohammed bin Salman. Citing observations from lip reader Nicola Hickling, the Mail claimed that Musk asked Pfizer CEO Albert Bourla, “What is your opinion, is he a terrorist?” The publication also posted a video of Musk allegedly making the risqué comment on X.
Musk proceeded to correct the publication, stating that the lip reader’s observations were fake. Instead of asking the Pfizer CEO if the Saudi Prince was a terrorist, Musk noted that he was asking the executive about cancer medicine. “False, I was asking about upcoming cancer drugs,” Musk wrote in a response on X.
Musk’s comments resulted in numerous critical responses to the Mail’s video, with some X users joking that the lip reader who analyzed the clip should probably get a visual acuity test, or a better training course on lip reading at least.
Tesla is already expanding its Rental program aggressively
Elon Musk’s xAI gains first access to Saudi supercluster with 600k Nvidia GPUs
