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Tesla planning new Shanghai plant as soon as next month to double its China capacity: report

(Credit: Tesla Greater China)

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It appears that Tesla might have already decided on the location of its next big factory. Based on recent reports, it appears that Tesla may be looking to build another vehicle production facility in Shanghai — and it could be starting sooner than expected.  

Citing individuals familiar with the matter, Reuters noted that Tesla is currently looking to work on its new Shanghai plant as early as next month. This should allow the company to more than double its production capacity in China. It should also help Tesla meet the increasing demand for its vehicles in foreign territories. The cost of the project is yet to be announced. 

The publication noted that once the new facility is fully ramped, Tesla would have the capacity to manufacture up to 2 million cars per year from its China operations. Reuters’ sources also noted that the new vehicle production facility would be located in the vicinity of Gigafactory Shanghai. It would then be interesting to see if the new facility would be considered as a completely new Gigafactory or if it would be considered as an expansion of Giga Shanghai. 

Tesla has been pretty secretive about its plans to build its next big electric vehicle factory, with CEO Elon Musk stating during the Q4 and FY 2021 earnings call that the company is looking at new locations this year. Musk noted that Tesla would be looking at new locations to see “what makes the most sense” and that an announcement would likely be made by the end of the year. Considering how useful Giga Shanghai has been, however, it would not be surprising if Tesla has decided to build another factory in China. 

Giga Shanghai has been Tesla’s ace in the hole for the past year. Since its lightning-quick construction, the facility has built high-quality Model 3 and Model Y that have since been exported to other countries. Last year alone, Tesla’s China-based factory accounted for about half of the 936,000 vehicles that the company delivered globally, as per data from the China Passenger Car Association. Tesla also noted earlier this month that its China revenue more than doubled in 2021 to $13.8 billion. 

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Amidst the delays in projects such as Giga Berlin, the quick progress of facilities like Giga Shanghai and Giga Texas are all but highlighted. During Tesla’s 2021 Annual Shareholders Meeting, for example, Musk confirmed that Gigafactory Shanghai already exceeds the Fremont Factory in production. Musk also noted that he appreciated the fact that Tesla China’s team has shown great results with very little drama. “Actually, I’d just like to give a special hand to the Tesla China team. So it’s the best quality, lowest cost, and also low drama. So it’s great,” Musk said. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Starlink achieves major milestones in 2025 progress report

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.

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Credit: Starlink/X

Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.

SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.

Key achievements from Starlink’s 2025 Progress

Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.

Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.

Starlink Direct to Cell

Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.

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This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.

starlinkProgressReport_2025 by Simon Alvarez

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Giga Nevada celebrates production of 6 millionth drive unit

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

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Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.

To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo. 

6 million drive units

The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote. 

The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.

Giga Nevada’s essential role

Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.

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Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.

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Tesla Supercharger network delivers record 6.7 TWh in 2025

The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets.

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tesla-diner-supercharger
Credit: Tesla

Tesla’s Supercharger Network had its biggest year ever in 2025, delivering a record 6.7 TWh of electricity to vehicles worldwide. 

To celebrate its busy year, the official @TeslaCharging account shared an infographic showing the Supercharger Network’s growth from near-zero in 2012 to this year’s impressive milestone.

Record 6.7 TWh delivered in 2025

The bar chart shows steady Supercharger energy delivery increases since 2012. Based on the graphic, the Supercharger Network started small in the mid-2010s and accelerated sharply after 2019, when the Model 3 was going mainstream. 

Each year from 2020 onward showed significantly more energy delivery, with 2025’s four quarters combining for the highest total yet at 6.7 TWh.

This energy powered millions of charging sessions across Tesla’s growing fleet of vehicles worldwide. The network now exceeds 75,000 stalls globally, and it supports even non-Tesla vehicles across several key markets. This makes the Supercharger Network loved not just by Tesla owners but EV drivers as a whole.

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Resilience after Supercharger team changes

2025’s record energy delivery comes despite earlier 2024 layoffs on the Supercharger team, which sparked concerns about the system’s expansion pace. Max de Zegher, Tesla Director of Charging North America, also highlighted that “Outside China, Superchargers delivered more energy than all other fast chargers combined.”

Longtime Tesla owner and FSD tester Whole Mars Catalog noted the achievement as proof of continued momentum post-layoffs. At the time of the Supercharger team’s layoffs in 2024, numerous critics were claiming that Elon Musk was halting the network’s expansion altogether, and that the team only remained because the adults in the room convinced the juvenile CEO to relent.

Such a scenario, at least based on the graphic posted by the Tesla Charging team on X, seems highly implausible. 

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