XAI Colossus 2’s is targeting ~1 Gigawatt as soon as possible. They have natural gas turbines for primary generation, batteries for stability, and grid for long-term scalability. XAI Colossus 2 has power from seven installed SMT-360/Titan-350 Natural Gas Turbines. The seven turbines in question are deployed at the Southaven, Mississippi site 6 miles from Colossus …
Information from someone who lives and works in the area, online transcripts from the public meetings and public reports, Grok 3 analysis (based upon my giving it my view of the context to get to first megapack production at the new megapack factory in Texas gives this 9 month timeline. – 8-10 month timeline likely …
There are report that there will be a third Tesla megapack factory and it will be in Texas. The will be located in Waller County, within the Empire West Industrial Park, near Houston and part of the Houston metropolitan area (close to Katy, Texas). It is expected to span approximately 1.6 million square feet, though …
Tesla is starting production at its new 80 GWh/year Shanghai Megapack factory on Feb 11, 2025 and they have started construction on a third megapack factory that will likely be 80-160 GWh/year. There were 200 GWH/year of fixed energy storage installed in 2024 and Tesla installed bout 30 GWH of it. Tesla will install about …
Tesla shares have surged and the companies value is over $1 trillion. I have a video where I discuss why there will be follow through. (not financial advice). There is a strong chance of $450 in the next 90 days. $1000 in the second half of 2025. And a 10X to $3000 by 2027. Elon …
A reader has performed more detailed measurements of the Tesla Shanghai Megapack factory. He has dimensions of 450 meters by 180 meters (1476 feet X 590 feet). This would be 870,800 square feet versus the 440,000 square feet of the Lathrop California megapack factory. This means almost exactly double. The Tesla Shanghai megapack factory will …
Investors are not properly calculating the profits from increased Tesla Cybertruck sales in 2025. Tesla will be making 200,000 to 300,000 Cybertrucks in 2025 and they will each sell for twice as much as a model Y. They will have three times the profit at $24000 vs $8000 for a model Y. Megapack Energy profits …
Jordan at the Limiting Factor projects magapack energy demand. He does his usual excellent job but he does not factor in increased energy demand from AI data centers. AI data centers could more double the amount of overall world energy needed by 2040. The overall energy demand used in Tesla Master Plan part 3 did …
Finally, Tesla Energy has arrived. Tesla installed 9.4 GWh of energy this is over double the 4.0 GWH last quarter. This should be about $3.8 billion in quarterly energy revenue alone and nearly $1.0 billion in gross profits. Tesla is officially more than a car company with Tesla energy a major thing. Tesla car deliveries …
Superior Tesla performance in 2024 can come from surprising scaling of the Tesla Megapacks and 4680s. Tesla will just need to replicate the fully ramped each of the first Megapack and 4680 production line to a ten or more lines each. Tesla will like have ten Megapack lines fully ramped by the end of 2024 …
Tesla’s Shanghai Megafactory will start construction in a few weeks and start production in the second quarter of 2024. “We expect to start building the Megafactory for energy storage products in the near future, and the products will be mainly used for export,” Xinhua quoted Tesla China president Allan Wang (Wang Hao) as saying in …