Energy
Tesla’s expansion of product offerings shows that a major expansion is in the making
Over the recent weeks, Tesla appears to be setting the stage for an intensive expansion of its product offerings. From the United States to China, the company seems to be intent on pursuing more and more avenues for its electric car and energy business. This hints at one thing: a major expansion is underway, and the all-too challenging battery supply code has been cracked.
Tesla CEO Elon Musk is known for his grand and ambitious dreams. If it were up to Musk, the world would completely abandon fossil fuels and dedicate a part of its resources to exploring interplanetary solutions. But Tesla, one of Musk’s two main businesses, is heavily reliant on batteries. No matter how much Tesla or Musk would want to accelerate the ramp towards sustainability, the proverbial battery supply problem has to be solved first.
This was highlighted by Musk in a previous earnings call last year. When asked about the Tesla Semi, a Class 8 truck that was initially set to begin deliveries in 2019 but was subsequently delayed, Musk explained that the vehicle could not be ramped fully unless the issue of battery cell supply is addressed. After all, the Semi is a massive vehicle, and it uses a lot of cells.
This sentiment is pretty much universal across Tesla’s lineup, including its Energy business and in products like the humble Powerwall and the grid-scale Megapack. Longtime followers of Tesla would remember that during the height of the Model 3’s production hell, Tesla ended up using lines that were allotted for the Powerwall’s cells to produce batteries for the electric sedan instead. This resulted in delays for the home battery storage unit.
But things today are much different than before. Amidst the impending announcements for Battery Day, reports are abounding that the company is poised to reveal the latest innovations in its battery tech. Among these is a million-mile battery, which would be resilient enough to outlast the internal combustion engine when used in electric cars and durable enough to last decades if deployed as battery storage.
These breakthroughs could change everything for Tesla, and it would allow the company to expand at a rate that exceeds its already rapid growth over the years. Tesla has been providing hints about the stages of this growth, from the rollout of China-made Model 3s that are equipped with batteries that have no cobalt content, the highly-anticipated production ramp of the Semi, the aggressive timeframe for the Cybertruck, renewed battery cell deals with Panasonic, to its recent permit to become a utility provider in the United Kingdom.
Each of these projects would not be possible unless the company has cracked the code on battery cell technology and production. Today, all signs are pointing to this very scenario. This should ultimately be validating for the company and its executives, considering that it has attracted a notable amount of criticism and mockery over the years due to its intense focus and pursuit of next-generation battery tech.
Back in 2014, after all, even the MIT Technology Review noted that there is little sense in an endeavor like Gigafactory Nevada, since Tesla’s car sales then did not warrant such a demand for batteries. Critics then also argued that it would be better for Tesla to just work with existing battery manufacturers. Interestingly, ARK Invest, one of Tesla’s most ardent bulls, was one of the few that actually believed in the value of Gigafactory Nevada in 2014, stating that it while ambitious, the company’s plans for the facility are actually feasible.
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.
Energy
Tesla Semi factory is getting a celebration nobody expected
Tesla will inaugurate its Nevada Semi factory September 24, five months after production quietly began ramping.
Tesla says it will officially inaugurate its new Semi factory in Nevada next month. The Tesla Semi account posted the announcement on X, sharing a graphic titled “Semi Rollout” with a date of September 24. No further details were given about the format of the event or who would attend.
While Tesla’s dedicated Semi plant in Sparks, adjacent to Gigafactory Nevada, opened back in April, with the first trucks rolling off the high volume line on April 29, the timing for the factory inauguration comes at a surprise. The ribbon cutting event five months into production is a break from how Tesla has usually handled its other factories, where the first truck or car off the line typically served as the milestone moment.
Inauguration of new Semi factory in Nevada next month pic.twitter.com/a8kAlxrOOn
— Tesla Semi (@tesla_semi) August 24, 2026
The 1.7 million square foot factory was built as part of a $3.6 billion expansion Tesla announced in early 2023, and it shares a site with the battery cell lines that feed the Semi’s structural pack, a decision meant to remove the supply bottleneck that delayed the truck for years. The plant is designed for 50,000 trucks a year at full ramp. Semi program director Dan Priestley has said production “is now ramping” rather than claiming it has reached scale.
Nine years passed between the Semi’s 2017 unveiling and this stage of production, with the truck slipping from an original 2019 target through hand built pilot units for PepsiCo and a slow build out of the Nevada plant. An inauguration event now gives Tesla a stage to talk up that ramp and reset expectations for how many trucks it can begin delivering at scale.
The September date also lines up with the Semi’s next milestone. Tesla confirmed the truck is heading to Europe with a full unveiling at the IAA Transportation trade show in Hannover, Germany, running September 15 through 20. Between the Nevada event and the Hannover reveal, Tesla has roughly a week and a half in September to make the case that the Semi is now a truck being built and sold on two continents rather than tested in a handful of fleets.
Tesla Energy has introduced the Powerwall Lease in conjunction with Tesla Electric, making the service available in Texas. This new option delivers whole-home backup power using two Powerwall units for a net monthly cost of $35 after credits, accompanied by a low fixed electricity rate.
Under the lease terms, customers pay a one-time order fee of $100. The base lease payment for the two Powerwalls is approximately $122 per month during the first year, subject to a 3 percent annual escalator thereafter. Enrollment in a qualifying Tesla Electric Backup plan or Virtual Power Plant plan provides an $87 monthly credit.
Powerwall Lease is now available with Tesla Electric in Texas
Whole-home backup for $35/month, with a low fixed electricity rate
– Two Powerwalls, $0 installation
– Storm Watch outage protection
– One app to manage it all pic.twitter.com/oTzqc6K3aF— Tesla Energy (@teslaenergy) August 13, 2026
This credit lowers the effective cost to roughly $35 per month plus applicable tax.
Installation of the standard system carries no additional charge. The package features Storm Watch for outage protection and allows complete management through a single Tesla application. The system supplies continuous whole-home backup capability.
The Powerwall system enables households to maintain electricity during severe storms that disrupt the utility grid. When outages occur, the batteries automatically provide seamless backup power to the home.
Tesla announces 100k Powerwalls are participating in Virtual Power Plants
Tesla Storm Watch monitors weather forecasts and ensures the units are fully charged ahead of anticipated severe weather events so that power remains available throughout the disruption, keeping lights, refrigeration, and other essential systems operating without interruption.
Availability is restricted to select Texas locations where retail electric choice exists. Participants must lease exactly two Powerwall units and maintain continuous enrollment with Tesla Electric. Solar panels cannot be included under this particular lease arrangement.
The monthly credit activates automatically once the system is installed, receives permission to operate, and enrollment is confirmed. To retain the credit, customers are required to stay enrolled in Tesla Electric and fulfill all program conditions.
Nonstandard installations that involve electrical upgrades or special permitting may lead to extra expenses and might impact eligibility for the credit, so be sure to check with either your installer or Tesla to ensure you will still qualify.
Tesla teases “Halloween Mode” update with Optimus rising from a graveyard
Tesla says fixes on Full Self-Driving’s two biggest issues are on the way
