05/24/2026
Tesla just went nuclear on solar
Tesla is building a 100 GW solar panel factory in Brookshire, Texas - full vertical integration from ingot to finished panel, all under one roof
• 1.65 million square feet
• Co-located with its new $200M Megapack Megafactory
That’s roughly 10% of the world’s current solar manufacturing capacity in a single facility outside Houston
And the deals are already rolling in:
• Meta tapped Tesla for a massive Wyoming project: 365 MW solar + 200 MW / 1,600 MWh of Tesla batteries, with the battery portion alone reportedly around $200M
• Giga Berlin just got another $250M investment, with battery cell capacity doubling from 8 GWh to 18 GWh
• Model Y became the first EV in history to surpass 100,000 new registrations in Norway
Tesla Energy is no longer some side business hiding behind the car company
It’s becoming one of the foundations of the global energy stack
• Solar generation
• Battery storage
• Grid-scale Megapacks
• Home energy products
• EV charging
• Software to control it all
Tesla is not just building EVs
It’s building the deep infrastructure layer for the sustainable future