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Tesla Model Y from Giga Texas will equip Structural Battery Pack, 4680 cells

Credit: Tesla Inc.

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Tesla’s Gigafactory Texas-built Model Y will equip the company’s Structural Battery Pack and revolutionary 4680 cells, CEO Elon Musk confirmed on the company’s Q4 2021 Earnings Call.

Musk confirmed that Tesla has been building many Model Y units at Gigafactory Texas in recent days as the factory nears production approval. Upon updating listeners that Tesla would begin deliveries of the Texas built-Model Y when the vehicle receives an approval certification, Musk confirmed that the 4680 battery cells and Structural Battery Pack system would be used in vehicles built at Gigafactory Texas.

Tesla updated the timeline for the plant in its Shareholder Deck by stating, “Builds of Model Ys started in late 2021 at Gigafactory Texas. After final certification of Austin-made Model Y, we plan to start deliveries to customers.”

4680 Cells

Interestingly, Tesla also stated in its Q4 2021 Shareholder Deck that Model Ys built at Gigafactory Berlin in Germany would not initially equip the 4680 cells. These vehicles will equip 2170 battery cells at first, which have been used in the Model 3 and Model Y since their early production days.

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The 4680 cell aims to revolutionize lithium-ion batteries used in electric vehicles. It is 46 millimeters wide and 80 millimeters long and will increase energy density by five times, increase range by sixteen percent, and improve power output by six times. The cell has been in development since 2020, kept behind the doors of the Kato Road facility.

Drew Baglino, SVP of Powertrain for Tesla, said that “4680 cells are not a constraint to our 2022 volume plans.” He added that he expects the first vehicles equipping the 4680 cells to be delivered by the end of Q1 2022.

Structural Battery Pack

Musk also confirmed the Gigafactory Texas Model Ys would equip the Structural Battery Pack, which will increase vehicle rigidity and structural integrity.

Tesla hinted that the Structural Pack was being included in cars when it released the Shareholder Deck just before the Earnings Call began.

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Credit: Tesla

The Structural Battery Pack works like an aircraft wing and will improve the structural integrity of Tesla vehicles. While the casting improves manufacturing efficiency and strength, the positioning of structural batteries eliminates excess structure from the battery packs, increasing density. “The non-cell portion of the battery has negative mass,” Musk said. “We saved more mass in the rest of the vehicle than in the non-cell portion of the battery. So how do you really minimize the mass of the battery? Make it negative.”

The idea is that individual cells could be positioned more efficiently because excessive structures within the pack itself were eradicated. The new Structural Battery Pack design is completely free of any negative mass, which improves pack density along with structural integrity. It will only make the vehicles safer, already improving upon the world-class crash safety ratings that Tesla has across its product line.

Now that Model Y vehicles being manufactured at Gigafactory Texas are confirmed to have the Structural Battery Pack and 4680 cells, Tesla’s long-standing projects to revolutionize castings and EV battery tech are here.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla’s global fleet surpasses 9 million vehicles worldwide

The update was posted by Tesla China, which competes in the world’s most competitive electric vehicle market.

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Credit: Tesla China

Tesla’s global fleet has now exceeded 9 million vehicles, a major milestone for the electric vehicle maker. 

The update was posted by Tesla China, which competes in the world’s most competitive electric vehicle market.

Tesla’s global fleet crosses 9 million vehicles

The milestone was highlighted in a graphic shared by Tesla China, which thanked the over nine million Tesla owners worldwide for their support over the years. To celebrate the milestone, Tesla China announced several incentives for select owners, from Model Y L test drives to Tesla Bot Premium Gift Sets to Supercharging perks. 

The milestone comes 16 years after the company started delivering its first vehicle, the original Tesla Roadster, as observed by members of the Tesla community. The first production Roadster was delivered to Elon Musk, who was serving as chairman at the time.

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Reaching a global fleet of more than 9 million vehicles reflects the cumulative impact of Tesla’s growth over the past decade, particularly following the introduction of high-volume models such as the Model 3 and Model Y. The Model 3 and Model Y have allowed Tesla to transform from a niche automaker into one of the world’s largest producers of electric cars.

Strong China sales help drive fleet growth

Tesla’s expanding global footprint has been supported by solid performance in China, where the company posted a strong finish to 2025. In December, the Model Y ranked as the country’s top-selling new energy vehicle, as per sales data compiled by Chinese auto industry aggregator Yiche.

The Model Y led China’s NEV rankings with approximately 65,874 units sold during the month, outperforming a field dominated by domestic manufacturers such as BYD, SAIC-GM-Wuling, and Xiaomi. Tesla’s Model 3 also delivered an impressive result, ranking eighth overall with just under 28,000 units sold, ahead of numerous locally produced competitors despite its premium pricing.

Tesla China’s broader performance in December was equally notable. The company sold 97,171 vehicles wholesale during the month, based on data from the China Passenger Car Association. The result marked Tesla China’s second-highest monthly total on record, trailing only November 2022’s peak of 100,291 units.

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Tesla launches new affordable Model Y configuration in the U.S.

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Credit: Tesla

Tesla has launched another new affordable Model Y configuration in the United States, now adding a fifth version of the all-electric crossover to its lineup, diversifying the car’s options and giving consumers more choices at the time of purchase.

Tesla launched the Model Y All-Wheel-Drive on Monday night, pricing it at $41,990. It features 294 miles of range, a 125 MPH top speed, and a 0-60 MPH acceleration rate of 4.6 seconds.

The vehicle is the second most-affordable configuration of the Model Y, only eclipsing the Model Y Rear-Wheel-Drive, which is priced at $39,990.

The move to expand the Model Y lineup comes just a week after CEO Elon Musk confirmed the company would remove the Model S and Model X from production, making way for manufacturing of the Optimus robot at the company’s Fremont, California, factory.

The Model Y All-Wheel-Drive fits the bill of the “Standard” offerings of the vehicle that Tesla launched last year. It is void of many of the more luxurious features, which are available in the “Premium” trim levels, available in Rear-Wheel-Drive, All-Wheel-Drive, and Performance.

The differences between the Standard and Premium configurations can be found in the video below:

@teslarati There are some BIG differences between the Tesla Model Y Standard and Tesla Model Y Premium #tesla #teslamodely ♬ Sia – Xeptemper

With five configurations now available in the Model Y, it certainly seems as if Tesla is attempting to get the vehicle available in more options than ever before.

With the Model S and Model X being removed from production due to their irrelevance to the future and Tesla’s focus on autonomy, diversifying the Model Y portfolio seems to align with the idea that the company is okay with making more variations of its most popular car.

Tesla Model Y Standard: first impressions from a Premium owner

Removing the Model S and Model X and replacing them with a new Model Y configuration is not exactly what fans have been wanting; many have been wondering what Tesla will do to replace the need for a bigger SUV for large families.

Nevertheless, Tesla’s relentless attitude toward solving autonomy and its preparation to launch a self-driving ride-hailing service seem to fit the bill for this move. Soon, it will be the Model 3, Model Y, and Cybercab playing the main parts of this autonomous future. The Cybertruck will be sticking around for other things, like local hauling.

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Elon Musk

SpaceX officially acquires xAI, merging rockets with AI expertise

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Credit: SpaceX

SpaceX has officially acquired xAI, merging rockets with AI expertise in what is the first move to bring Elon Musk’s companies under one umbrella.

On February 2, SpaceX officially announced the acquisition of xAI, uniting two powerhouse companies under a single entity, creating what the space exploration company called in a blog post “one of the most ambitious, vertically integrated innovation engines on (and off) Earth.”

The deal will integrate xAI’s advanced AI capabilities, including the Grok chatbot and massive training infrastructure, with SpaceX’s rocket technology, Starlink satellite network, and ambitious space exploration goals.

The acquisition comes at a pivotal moment: xAI is valued at around $230 billion as of late 2025, and has been racing to scale AI compute amid global competition from companies like OpenAI, Google, and Meta. Meanwhile, SpaceX, which was recently valued at $800 billion, is facing escalating costs for its multiplanetary ambitions.

SpaceX-xAI merger discussions in advanced stage: report

By combining forces, the merged entity gains a unified approach to tackle one of AI’s biggest bottlenecks: the enormous energy and infrastructure demands of next-gen models.

Musk wrote in a blog post on SpaceX’s website that:

“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution therefore is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”

Musk details the need for orbital data centers, stating that his estimate is that “within 2 to 3 years, the lowest cost way to generate AI compute will be in space.

This cost-efficiency alone will enable innovative companies to forge ahead in training their AI models and processing data at unprecedented speeds and scales, accelerating breakthroughs in our understanding of physics and invention of technologies to benefit humanity.”

SpaceX recently filed for approval from the FCC to launch up to one million solar-powered satellites configured as high-bandwidth, optically linked compute platforms.

These facilities would harness near-constant sunlight with minimal maintenance, delivering what the company projects as transformative efficiency.

Musk has long argued that space offers the ultimate solution for power-hungry AI projects. But that’s not all the merger will take care of.

Additionally, it positions the company to fund broader goals. Revenue from the Starlink expansion, potential SpaceX IPO, and AI-driven applications could accelerate the development of lunar bases, as Musk believes multiplanetary life will be crucial to saving civilization.

Critics question the feasibility of massive constellations amid orbital debris concerns and regulatory hurdles. Yet, proponents see it as a bold step toward a multiplanetary computing infrastructure that extends human civilization beyond Earth.

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