Energy
Tesla’s big battery in Australia is starting an energy storage movement
Tesla’s big battery in South Australia, officially known as the Hornsdale Power Reserve, has been supporting the region’s beleaguered energy grid since it went online last year. Over the past months, the Powerpack installation has been proving that large-scale battery storage solutions could be preferable alternatives to fossil fuel-powered backup plants.
Almost two years ago, SA experienced a state-wide blackout that highlighted the region’s need for a facility that can provide backup to the grid. A Twitter conversation between two billionaires, Australian software pioneer Michael Cannon-Brookes and Tesla founder Elon Musk, ultimately started the initiative that would eventually become the massive Powerpack farm. Musk even wagered that Tesla could complete the 100MW/129MWh facility in 100 days or it would be free.
The timeline was ambitious, and unsurprisingly, it attracted a slew of critics, some of whom claimed that batteries could not be built that big or that quick. In the same month as Elon Musk and Michael Cannon-Brookes’ conversation on Twitter, for example, the Australian Energy Market Operator (AEMO) issued a report suggesting that the maximum size of a utility-scale lithium-ion battery would be 1MW. The report was published not long after then-AEMO chairman Tony Marxsen stated that utility-scale batteries were about 10 to 20 years away from providing meaningful contributions to the grid. The Minerals Council of Australia, the country’s primary coal lobby, also suggested that a large-scale battery installation would take at least one year to design and two years to build.
Tesla completed the 100MW/129MWh Powerpack farm within Elon Musk’s ambitious timeline, six months after the “billionaire tweets” and just 62 days after Telsa signed the connection agreement with the market operator and network owner. Even as the battery started its operations, though, the facility still attracted a notable number of critics. Prime minister Scott Morrison ridiculed the Hornsdale Power Reserve, comparing it to tourist attractions such as the Big Banana in New South Wales. Resources Minister Matt Canavan also dubbed the big battery as the “Kim Kardashian” of the energy market.
Amidst the skepticism, the SA big battery has proven its worth many times over. Even before its official launch, the Powerpack farm was called into action, injecting 70MW of stored wind energy into the market. Two weeks after it was officially opened, it stepped in when a unit at Loy Yang coal generator in Victoria tripped. Just last month, twin lightning strikes caused widespread outages in three states, and the Queensland and South Australia grids had to be islanded. Queensland’s backup hydro plants and coal generators struggled to respond to the unexpected event, while South Australia, supported by the Tesla Powerpack farm, emerged from the incident unscathed.

The Hornsdale Power Reserve and its success so far has encouraged a series of similar battery storage projects in Australia. The Ganawarra battery, a Tesla installation paired directly with a massive solar farm, is set to start operations soon. Next to the Wattle Point wind farm, the Dalrymple North battery is expected to go online soon as well. Other battery storage installations are also set to be launched in Ballarat, Whyalla, and in Queensland. And these are just large-scale battery solutions. Initiatives such as the South Australia Virtual Power Plant, which would dwarf than the Hornsdale Power Reserve when completed, have also been given the green light.
It won’t be an overstatement to say that the Tesla big battery has become a project, possibly even the project, which ultimately proved that battery storage is an ideal alternative for fossil fuel-powered backup plants. This was emphasized earlier this month by Tesla CTO JB Straubel, who noted that the improvements in battery storage are starting to affect the market for traditional fossil fuel-powered peaker plants. In an interview with the San Francisco Chronicle, Straubel stated that even at this point, large battery installations are “already outcompeting natural gas peaker plants.”
Tesla Energy usually takes a backseat compared to the company’s electric car business in terms of news coverage, but its progress in battery storage has been notable. In the first six months of 2018 alone, Tesla’s deployment of stationary batteries, which are designed to supply power to residential homes, businesses, and power grids, surged 450%. During the 2018 Annual Shareholder Meeting, Elon Musk also announced that it is aiming to hit a cost of $100 per kWh at the pack level. Considering its recent growth and the success of high-profile projects like the Hornsdale Power Reserve, it won’t be surprising if Tesla Energy eventually catches up and surpasses Tesla’s electric car business in size.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
Energy
Tesla Model 3 and Model Y can now do what only Cybertruck could
Tesla Model 3 and Model Y can power your home with Powerwall 3 during outages.
Tesla has turned its two top sellers into backup batteries for the house.
Tesla Energy announced on Tuesday that Powershare Home Backup is now available for new Model 3 and Model Y vehicles paired with a Powerwall 3, saying the car can “extend your home backup by over 2 days.” Minutes later, Tesla’s main account quoted the post with a broader pitch: “With Powerwall 3, every Tesla can now serve as your home’s backup battery.”
Until this week, the Cybertruck was the only Tesla that could send power back into a home, and that capability only began working alongside Powerwall 3 last month, after years of ambitious targets.
Tesla’s updated Powershare page says every Model 3 and Model Y ordered in the U.S. or Puerto Rico on or after October 1, 2026 can use the feature. Some, but not all, earlier cars also qualify. Owners can check on the touchscreen under Software, then Additional Vehicle Information, where a capable car shows “Powershare Support: Enabled.” As Electrek reported, bidirectional power on the two cars runs through an inverter Tesla calls PCS2 Lite, and the company has not said when that part entered production on each trim.
The home side is simpler. A house that already has a Powerwall 3 and either a Wall Connector 3 or Universal Wall Connector needs no additional equipment, and Tesla says compatibility is enabled through a software update. When the grid drops, the Powerwall and the car work together, with up to 11.52 kW of continuous power available. Tesla’s “over two days” estimate assumes a home using 30 kWh per day and a car starting at a 90 percent charge. Standard trims are rated for up to two days, while the Cybertruck adds more than three.
There are limits. Powerwall 2 and Powerwall+ support is listed as “coming soon.” Model S and Model X are not included, and Grid Support, the program that lets Cybertruck owners in Texas send power back to the grid during demand spikes for bill credits, is not available for Model 3 or Model Y.
The rollout also lines up with something Elon Musk said more than three years ago. At Tesla’s March 2023 Investor Day, Musk said, “I don’t think very many people are going to want to use bidirectional charging, unless you have a Powerwall.” Tesla has now shipped the feature for its volume cars with exactly that requirement attached.
The Powerwall pairing was the hard part on Cybertruck. Tesla told owners in December 2025 that Powershare with Powerwall had been pushed to mid 2026, and lead engineer Wes Morrill explained that two devices capable of forming a home’s grid have to negotiate which one leads during an outage, across multiple generations of hardware. With that work done for the truck, Tesla was able to extend it to the Model 3 and Model Y within a month.
Ford and GM have offered home backup from their EVs for several years, but both require a separate inverter and backup hardware. Tesla’s version leans on equipment many Powerwall 3 owners already have on the wall. Powershare for the two cars also ships as part of software update 2026.38.3, the same release that began delivering Halloween Mode on Tuesday.
Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.