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Tesla battery production to increase with new $100m Panasonic investment

Credit: YouTube | Portable Electric Vehicle

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Tesla has received a $100 million investment from Panasonic to increase battery production at the automaker’s Gigafactory 1 manufacturing facility in Sparks, Nevada.

The Gigafactory 1 battery plant, often referred to as Giga Nevada, will increase by one production line to 14 total lines because of the investment. It will increase production capacity by 10% and will bring Giga Nevada’s production rate to 39 gigawatt-hours per year.

Panasonic President Kazuhiro Tsuga stated in May 2019 that Giga Nevada had achieved a theoretical capacity of 35 gigawatt-hours per year, but utilization levels had resulted in 24 gigawatt-hour output.

The expansion will be the first to ever occur at Giga Nevada since it started mass-producing battery cells in January 2017, The Nikkei Asian Review reported. The batteries that are produced at the plant will also increase in storage capacity by 5% starting in September, Panasonic said.

The increase in cell storage capacity contributes to Tesla’s desire to increase its 2710 battery cell density by 20% within the next five years.

In May, Reuters reported that Tesla and Panasonic were in discussions to begin expanding Giga Nevada because of an increase in demand for the automaker’s electric cars.

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“We are seeing strong demand from Tesla,” Panasonic Chief Financial Officer Hirokazu Umeda said during an earnings briefing on May 18. “We are in discussions right now.”

Panasonic lost its status as Tesla’s exclusive battery supplier after LG Chem was chosen to manufacture cells for the company’s China-made Model 3 sedan that is produced at Giga Shanghai. Additionally, Panasonic and Tesla ended their partnership at Giga New York, where the company manufactures its solar products.

Tesla has experienced an increase in demand since the beginning of 2020, adding to the company’s ever-growing fleet of sustainable electric vehicles. After the Model 3 made Tesla a mass-market company because of the car’s affordable pricing points, the automaker released a second vehicle, the Model Y, which was also priced for more people to be able to purchase.

Tesla’s increase in battery production has contributed to the drop in pricing for its cars. As cell manufacturing continues to increase, electric vehicles will begin to reach price parity with gas-powered automobiles.

Demand for Tesla’s EVs has led to the company expanding its production facilities to the already functioning Giga Shanghai in China and the under-construction Giga Berlin in Germany. In the United States, Tesla announced during its Q2 Earnings Call that it would be building a new plant in Austin, Texas, which would handle vehicle production for customers in the Eastern half of North America.

With Tesla’s annual production capacity for its vehicles set to exceed 1 million cars in 2021, the capacity for battery production is also likely to increase, according to Panasonic officials.

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Tesla will hold a “Battery Day” event on September 22, where it will detail developments and advancements it made in its cells. Rumors have spread that indicate Tesla will unveil a million-mile capable battery, but these rumors are unconfirmed

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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Elon Musk’s surprise addition to the X Takeover lineup has fans talking

Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.

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Credit: Tesla Owners Silicon Valley
Credit: Tesla Owners Silicon Valley

Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.

Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.

This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.

Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.

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Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.

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It’s official: SpaceX takes aim at Verizon, AT&T, and T-Mobile

SpaceX is buying 800 MHz spectrum from Grain to turn Starlink Mobile into a carrier.

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Starlink D2D direct to device vs Verizon, AT&T (Concept render by Grok)

SpaceX has agreed to buy a nationwide block of low band wireless spectrum, a deal the company says will let Starlink Mobile operate as a full US carrier rather than a satellite add-on for someone else’s network.

The company announced the agreement on X on Thursday afternoon, saying it will “pave the way for @Starlink to become a major mobile carrier in the US.” The seller is Grain Management, a private investment firm that confirmed in a statement that SpaceX will acquire 100% of its nationwide 800 MHz portfolio. That covers up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands. Neither side disclosed a price, and the deal still needs FCC approval.

Grain only recently picked up the licenses itself. It bought the portfolio from T-Mobile in a transaction that closed in August, paying cash plus its own 600 MHz spectrum. Rival AST SpaceMobile had been testing satellites on the same bands before SpaceX stepped in.

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SpaceX said its 2 GHz spectrum will handle high bandwidth capacity, while the new 800 MHz layer “ensures Starlink Mobile’s signal penetrates through obstacles, such as walls, and can provide service to customers’ devices even when they are in buildings.” The company added that most existing phones already support the band, so customers would not need new hardware to use it.

That 2 GHz spectrum came from SpaceX’s EchoStar acquisition last year, which gave the company exclusive S band rights in the US and global Mobile Satellite Service licenses. The Grain spectrum is different in an important way: it is tailored for service from ground towers, not satellites. SpaceX said that combination would make Starlink Mobile “the first network operator to deploy both satellite and terrestrial spectrum.”

The announcement also follows a key regulatory win. Earlier this week, the FCC approved SpaceX’s plan to deploy 15,000 second generation Starlink Mobile satellites, which the company has said will carry up to 100 times the data density of the current system, as Teslarati previously reported.

Shares of AT&T, Verizon and T-Mobile fell in extended trading after the announcement. T-Mobile is currently SpaceX’s launch partner for Starlink Mobile in the US, which makes its position the most complicated of the three.

SpaceX has not been subtle about its plans. During the company’s August earnings call, President and COO Gwynne Shotwell said she expected Starlink Mobile to win over customers from the major carriers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said, pointing to dead zone coverage and resilience during disasters. Shotwell also described plans for low cost cellular base stations that could pair with existing Starlink dishes.

SpaceX has targeted 2027 for deployment of its next generation Starlink Mobile satellites, with upgraded service expected by the end of that year. The FCC review of the Grain deal now determines when the terrestrial half of that network can come online.

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Trump presents Elon Musk with National Medal of Science, calls him “modern-day Thomas Edison”

Trump gave Elon Musk the National Medal of Science and compared him to Thomas Edison.

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Elon Musk holds the National Medal of Science alongside President Donald Trump at the “Science: A New Golden Age” summit in Washington on October 8, 2026.
Elon Musk holds the National Medal of Science alongside President Donald Trump at the “Science: A New Golden Age” summit in Washington on October 8, 2026.

Elon Musk now has the highest honor the U.S. government gives to scientists and engineers. President Donald Trump presented him with the National Medal of Science on Thursday at the White House’s “Science: A New Golden Age” summit, held at the Institute of Peace in Washington, according to the White House.

Trump called Musk a “national treasure” and “our modern-day Thomas Edison.” “Few Americans in history have done more to advance America’s national interest than Elon in one field after another,” the president said. He also described Musk as an “industrial titan, brilliant engineer and one of the greatest technology founders to ever live.”

The official citation credits Musk “for engineering achievements of extraordinary ambition and scale that have pushed the frontiers of space exploration, intelligent systems, communications, and beyond, renewing American technological leadership and opening a new chapter in American manufacturing.” Tesla is not named in it, but “intelligent systems” and “American manufacturing” cover a lot of ground that Tesla and the Terafab chip project occupy.

Google co-founder Sergey Brin, Nvidia CEO Jensen Huang and AMD CEO Lisa Su received the same medal. Microsoft CEO Satya Nadella and Dell Technologies CEO Michael Dell were given the National Medal of Technology and Innovation. It was the first time Trump has handed out either award in his two terms. As Teslarati noted when the list was first reported on Wednesday, the National Science Foundation says 529 people have received the Medal of Science since Congress created it in 1959.


The ceremony closes a loop that opened in 2025, when Musk left DOGE and criticized the “Big Beautiful Bill,” sparking a public feud. Al Jazeera noted that Musk was the largest contributor to Trump’s 2024 campaign, and CNBC reported that all of the honorees have given financially to Trump or Republican causes in some form. The reconciliation has moved quickly in recent weeks. Musk sat at Trump’s left at the September 29 White House AI lunch, was named to help lead the Pentagon’s Project Meridian study on the future of warfare, and adopted the administration’s “super intelligence” wording when he said SpaceXAI will become SpaceXSI.

For Tesla and SpaceX shareholders, the practical question is what the closer relationship means for federal approvals. Tesla’s Robotaxi and Cybercab expansion depends on national autonomy rules, and SpaceX’s Starship and Starlink plans run through the FAA, FCC and NASA. Thursday’s ceremony did not change any of that directly.

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