Recent rumors have emerged that point to the idea of a Tesla Gigafactory being established in the United Kingdom. This is a bit surprising considering that the company is already in the process of building Gigafactory Berlin, which is located nearby in Germany. Yet in the grand scheme of things, establishing a dedicated facility in the UK actually makes a lot of sense. It could even be a stroke of minor genius.
The rumors of a potential Gigafactory UK initially emerged after European news agency AM-Online posted a report stating that the UK’s Department of International Trade (DIT) was on the hunt for a 4 million sq ft plot of land that would be utilized as a space to build an R&D center and manufacturing plant for Tesla. A DIT spokesperson initially related the information to local publication Property Week, which reports on commercial and residential real estate news in the area.
Even more interestingly, avid Tesla critics who were prone to following the flight paths of Elon Musk’s private plane have noted that the CEO had landed at the Luton Airport on Wednesday. The purpose of Musk’s visit remains unknown, of course, though his presence in the country added fuel to the rumors of a potential Tesla facility hosted in the United Kingdom.
In a way, a dedicated Tesla facility in the UK makes perfect sense, especially considering that the country uses vehicles that are Right Hand Drive (RHD). Over the years, Tesla has started vehicle deliveries in the UK later compared to other countries due to this reason. The Model 3 is a perfect example, with the UK only receiving the all-electric sedan in mid-2019, far later than countries that are Left Hand Drive.
The UK is not the only country that follows RHD. Thus, if Tesla could make RHD-only vehicles from a dedicated UK plant, it would allow the company to ramp and roll out electric cars faster to countries that are Right Hand Drive. The size of the facility would probably not even need to be as expansive as Gigafactory Shanghai or Gigafactory Berlin, as the facility would only be making vehicles of a specific variation.
Tesla’s vehicle business may not be the only reason behind Musk’s recent visit to the United Kingdom as well. A ramp of Tesla Energy in the country may also be a key reason behind the CEO’s recent trip. Just last month, after all, reports revealed that Tesla had applied to become an electricity generator in the UK. In its application to the UK’s Gas and Electricity Markets Authority, Tesla requested for a license that would allow it to generate electricity to supply “any premises” in Great Britain.
With this in mind, it appears that Tesla’s rumored Gigafactory UK might actually be allotted for the ramp of Tesla Energy in the country. Such a facility would benefit the company if it intends to become a key player in the UK’s utility sector, and it complements Gigafactory Berlin very well. With a facility in Berlin producing vehicles and a factory in the UK focusing on the energy side of the company’s business, Tesla would be able to adopt an aggressive two-pronged ramp in the European region.
While addressing investors and analysts at the first quarter earnings call, Elon Musk stated that the next Gigafactory would be announced within the next three months or so. When the CEO stated this, it was widely assumed that Musk was referring to the Cybertruck Gigafactory, which will be established in the United States. But perhaps Musk was referring to more than one Gigafactory announcement. Or perhaps the Cybertruck facility is not considered a Gigafactory anymore due to its speculated “Terafactory” moniker. If that’s the case, then perhaps Gigafactory UK may very well be feasible.
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
