There are about 10+ Gigawatts per year of of AI data centers being built over the next 10+ years. Megapacks are proven in improving the energy quality that AI needs. This will be potentially $500 million per gigawatt of data center. This will be $5+ billion per year of potential Megapack sales. This can become …
Brian Wang, Herbert Ong and Hans Nelson are covering the TESLA Megapack event. There will be new megapack products announced. Likely a mini megapack with about 500 kilowatt hours of energy. In between power walls and 3.9 MWh megapacks. There will likely be a megapack V3 that will have transformer components for easy lego construction …
Tesla’s 4% decline on Friday, August 29, 2025 while the broader market was only slightly down was due to technical patterns: Tesla hsa been forming a wedge, struggling to break through resistance at 350-360. Tesla-specific positives: New Model YL (three-row SUV) and Performance variant (0-60 in under 3 seconds, improved range). No major negatives noted, …
Tesla has completed an Iron LFP battery factory in Nevada. This is probably going to take 1-2 years to hit volume production and the rumor is that the initial production capacity is 10 GWh per year. This is still pretty small by Tesla standards but a VERY meaningful first investment. Tesla will massively grow their …
The tariff barriers make it uneconomic to import batteries from China. China has been the main supplier of Tesla Megapack, stationary energy storage batteries. Tesla has enough US and non-China battery supply for cars. Tesla needs to get more batteries for megapacks in the USA. Tesla will be able to use China batteries for the …
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 6 month timeline. – 8-10 month timeline likely …
I, Brian Wang, had a livestream video with Herbert Ong on Brighter With Herbert. I talked about my discovery that Tesla Shanghai Megapack factory is over twice the size of the Lathrop Megapack factory in California. This is just for the main building and there will be three buildings. Brian WangBrian Wang is a Futurist …
I, Brian Wang, noticed that an aerial view of the Tesla China Megapack factory was revealing a building that is over the twice the size of the Lathrop California Tesla Megapack factory. I had a discussion with Bradford Ferguson of Rebellionaire who has visited the Lathrop Factory to count Megapack production. Brian White was on …
Nextbigfuture has calculated and projected the contribution of Tesla Energy to Tesla financials and approximated share price contribution. I have a video that explains the impact and why it will happen. There is also an overview of how this and the FSD and AI is taking Tesla into more than a car company. Brian WangBrian …
Nextbigfuture has calculated and projected the contribution of Tesla Energy to Tesla financials and approximated share price contribution. Until earlier this week there was no contribution to the share price. Energy has been profitable but the $300-400 million of gross profit was less than 10% of the $3-4 billion of gross profits. However, Tesla Energy …
Bradford Ferguson reports that the Tesla Megapack factory will expand to 80 GWH per year of capacity. The original megapack factory capacity was 40 GWH. Bradford also reports that the limitations on Tesla megapack production will be lifting. The Tesla factory only had one of two lines running and has been producing 4 GWH per …