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Tesla Giga Mexico construction preparations continue

(Credit: Tesla Owners Mexico/Twitter)

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Tesla continues to prepare for Gigafactory Mexico’s construction. It recently posted construction jobs for team leads, including architecture, civil, electrical, and mechanical engineers. 

Tesla listed 7 new job openings for team leads that would likely help with Gigafactory Mexico’s construction. All the new positions are located in San Pedro Garza García, Nuevo León. Listed below are each team lead position and the responsibilities of each role. 

Architecture Lead

  • Lead the architectural scope of Gigafactory Mexico; responsible for developing architectural design packages for permitting and construction
  • Review and develop designs that are cost-effective, constructible, code compliant while meeting Tesla’s quality and schedule requirements.
  • Lead the development of Scope of Work, Basis of Design, Scheduling, and Estimating documents. Work with various manufacturing, construction, and facilities stakeholders to understand end-user needs. Manage and oversee the work of consultants.
  • Develop process improvements, workflows, and templates to increase design productivity.
  • Perform architectural assignments with no direction and no immediate supervision, and work independently as well as collaboratively with others toward design and technical solutions.
  • Provide production of design drawings, presentation drawings, and digital models.
  • Lead in the execution of construction administration responsibilities, as well as lead in the review and execution of design documents that meet building code.

Mechanical Design Engineer Lead

  • Lead interdisciplinary teams on design projects
  • Evaluate solutions and present findings to leadership
  • Conduct feasibility studies, cost estimations, and equipment procurement
  • Direct designers and collaborate with contractors in the field
  • Ensure construction documents are followed and perform project closeouts
  • Collaborate daily with interdisciplinary project teams
  • Perform punch walks and project closeouts

Process Engineering Lead

  • Apply engineering fundamentals and a broad set of process engineering tools to solve technical problems and create novel detailed designs for various gas and chemical systems such as refrigerants, cryogenic gases, inert gases, viscous fluids, corrosive fluids, reactive fluids, and flammable fluids.
  • Lead front-end and detailed process designs for complex and program-level projects, including scope development, Basis of Design documentation, PFDs, P&IDs, 3D piping system design, pressure drop analysis and Pipe-Flo modeling, pressure relief valve calculations, equipment datasheets, Aspen simulation where required, and supporting Sequence of Operations / Controls Narrative documents.
  • Provide technical expertise to the engineering/design team and other groups within Tesla as a subject matter expert (SME)
  • Participate in commercial contracting activities, including development of scopes of work, evaluation of bid packages, performing bid analysis, competitive bid leveling, and working with Procurement to prepare commercial subcontracts.
  • Participate in field construction and commissioning activities by serving as the point of contact for technical questions and real-time issue resolution, as well as maintaining master piping and equipment specifications.
  • Review process design work performed by others on the Process Team to ensure every design maintains the highest level of quality, including P&IDs, plan drawings, and single-line iso’s
  • Provide process engineering support to facilities operations and manufacturing teams to help resolve process bottlenecks and other long-standing issues and mentor less experienced engineers on the team.

Civil Engineering Lead

  • Promote and protect Tesla’s reputation as a cutting-edge company producing the world’s most exciting cars and shifting the paradigm of personal transportation worldwide.
  • Manage multiple projects throughout planning, design, bid, and construction phases. Define and plan project work scope, schedules, budget, and resource requirements.
  • Independently develop high-quality civil engineering products, including construction document drawings, specifications, narratives, calculations, and utilize and improve civil design standards and details.
  • Review drawings and proposals by vendors, engineers, and architects and drive multi-disciplinary coordination. Present 30%, 60%, [and] 90% model reviews to stakeholders and multi-discipline teams
  • Effectively and proactively communicate project needs, changes, and status to both internal and external team members
  • Conduct meetings and coordinate permitting agencies to obtain jurisdictional approvals of civil engineering scope.

Structural Engineering Lead

  • Lead design for a variety of new and renovation projects from estimating through construction, including providing preliminary estimates and guidance on structural systems
  • Evaluate, assign, and manage external consultant teams.
  • Coordinate structural design on multidiscipline project teams, including Mechanical, Electrical, Piping/Plumbing (MEP), and architectural professionals.
  • Complete knowledge of applicable building codes and structural design standards to conduct structural analysis along with the creation of justifying structural calculations
  • Build a competent and effective team, including mentorship of less experienced engineering staff and development of design standards/procedures.
  • Provide QA/QC of design drawings and calculations for both internal and external design scopes.
  • Ability to articulate complex concepts to non-technical audiences. Present design concepts, including options with tradeoffs to high-level stakeholders to secure cross-functional buyoffs. 

Lead Control System Engineer

  • Participate in initial equipment conceptual development and carefully balance product specifications, process control requirements, layout complexity, cost, quality, and lead-time limits.
  • Work closely with PLC and HMI development to integrate and develop innovative control solutions.
  • Participate in continuous improvement activities with key stakeholders and engineering groups.
  • Participate in specification and standard creation for instrument types, PLC/PSP Panels, and VFDs
  • Participate in design validation practices, including LOPA and HazOp analyses.
  • Participate in the execution of start-up and commissioning activities. 
  • Produce RFQs for release to Vendor and quote technical evaluation.

Electrical Engineering Lead

  • Interface and collaborate with multiple discipline engineers
  • Ability to multi-task, prioritize, and work in an extremely fast-paced environment.
  • Collaborate with various design teams and liaise with manufacturing, construction, and facility stakeholders to understand the project requirements and deliver fully coordinated sets of construction documents.
  • Interface and guide external electrical design consultants during project execution to ensure that design and specifications meet the project requirements
  • Review electrical drawings, construction/procurement documents, and specifications for MV and LV electrical systems. Typical scope includes normal and emergency power distribution systems, lighting, and grounding systems.
  • Attend on-site construction and commissioning activities by serving as the point of contact for technical questions and real-time issue resolution.
  • Report to Electrical Project Lead

Tesla appointed Teresa Gutiérrez as the new country manager in Mexico. Following her appointment, Tesla ramped up hiring for sales, service, and delivery jobs. From Tesla’s recent job posts, it seems to be strengthening its positions in Mexico as it prepares to construct the new gigafactory. 

Currently, the government of Nuevo León is preparing the surrounding area for Giga Mexico’s construction. It is expanding the Monterrey-Saltillio highway near Tesla Giga Mexico. The local government expects traffic to spike along the highway as Giga Mexico suppliers set up their own bases in Nuevo León.

Apply for Tesla Giga Mexico team lead positions here.

If you have any tips, contact me at maria@teslarati.com or via X @Writer_01001101.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.

The firm also upgraded shares to a Buy from Hold and set a $160 price target.

SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.

Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.

There are plenty of ways the company can do this:

Leasing excess compute capacity through contracts

SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.

SpaceX is charging Anthropic massive money for its compute

High utilization driven by industry-wide scarcity

The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.

Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.

Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.

High incremental margins on the rental business once capacity is online

GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.

Parallel monetization of its own AI software and applications

Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.

These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.

Efficient, large-scale deployment and vertical integration advantages

SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.

Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.

SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.

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News

Tesla headlights cause recall of over 20,000 Model 3 and Model Y

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Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.

Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”

Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.

Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.

However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.

Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.

Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.

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