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Tesla Cybertruck will spawn the first ‘Terafactory’ in the US
Tesla’s factories are unique in the way that they get more and more advanced with each iteration. From the Fremont factory to Gigafactory Berlin, Tesla’s facilities are getting progressively more sophisticated. This trend is set to continue with the company’s upcoming Cybertruck Gigafactory, which is poised to be formally announced in the near future.
During the first quarter earnings call, CEO Elon Musk and CFO Zachary Kirkhorn provided several interesting tidbits about an upcoming factory in the United States. The executives did not disclose what the facility will be used for, though previous tweets from Musk and wide speculation from the EV community suggest that it will be allotted for the production of the Cybertruck, and perhaps even the Semi.
According to Elon Musk, a formal announcement about the upcoming facility will be held as soon as May 2020. If Tesla is unable to meet this timeframe, Musk expects an announcement to be made within the next three months. He also mentioned that there would definitely be more Gigafactories that will be built within the next five years.
“I think we will announce the next Giga possibly as soon as a month. We may not — as soon as next month. This is not a prediction, just saying. That’s — that could happen. It will certainly be within three months and possibly one month. And that would be in the US. So as for how many will be in five years, I’m not — I don’t know right now what that number would be. I guess, several more than there are today. But I’m not sure, what exactly it would be in five years, but some number more than today,” Musk said.
Following Musk’s comments, Kirkhorn added that Tesla’s Gigafactories are getting larger. This is a notable observation, and it is definitely evident as seen in the company’s current projects. Plans for Gigafactory 3 in Shanghai show that the completed facility will be incredibly large, and Gigafactory 4 in Berlin is poised to be even bigger. Based on the CFO’s comments, it appears that the next factory in the US, which is possibly intended for the production of the Cybertruck, will be Tesla’s largest facility yet.
With this in mind, Musk stated that the upcoming facility might be so large, it would probably need to be called the “Terafactory” instead. “It could arguably — it could start being called ‘Tera,'” Musk said. This suggests that the upcoming facility will be absolutely massive, since the “tera” in its name would likely refer to the utilization or production of batteries with terawatt-hours of storage capacity per year. That’s a pretty insane number, though it is something that seems to be in line with Tesla’s overall goal of accelerating the world’s transition to sustainable energy.
A new “Terafactory” for Tesla would actually make sense for the Cybertruck’s production facility. Tesla is yet to announce the battery specs of its monster pickup, though its massive size and weight suggests that it will require a large battery pack to run. Apart from this, the facility could also be the possible production site for the Tesla Semi, another vehicle that will also require a massive battery pack. If speculations prove right and Tesla’s next factory will indeed be allotted for the Cybertruck and the Semi, then its “Terafactory” moniker will definitely be well-justified.
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Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
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Tesla Megapacks chosen for 548 MWh energy storage project in Japan
Tesla plans to supply over 100 Megapack units to support a large stationary storage project in Japan, making it one of the country’s largest energy storage facilities.
Tesla’s Megapack grid-scale batteries have been selected to back an energy storage project in Japan, coming as the latest of the company’s continued deployment of the hardware.
As detailed in a report from Nikkei this week, Tesla plans to supply 142 Megapack units to support a 548 MWh storage project in Japan, set to become one of the country’s largest energy storage facilities. The project is being overseen by financial firm Orix, and it will be located at a facility Maibara in central Japan’s Shiga prefecture, and it aims to come online in early 2027.
The deal is just the latest of several Megapack deployments over the past few years, as the company continues to ramp production of the units. Tesla currently produces the Megapack at a facility in Lathrop, California, though the company also recently completed construction on its second so-called “Megafactory” in Shanghai China and is expected to begin production in the coming weeks.
READ MORE ON TESLA MEGAPACKS: Tesla Megapacks help power battery supplier Panasonic’s Kyoto test site
Tesla’s production of the Megapack has been ramping up at the Lathrop facility since initially opening in 2022, and both this site and the Shanghai Megafactory are aiming to eventually reach a volume production of 10,000 Megapack units per year. The company surpassed its 10,000th Megapack unit produced at Lathrop in November.
During Tesla’s Q4 earnings call last week, CEO Elon Musk also said that the company is looking to construct a third Megafactory, though he did not disclose where.
Last year, Tesla Energy also had record deployments of its Megapack and Powerwall home batteries with a total of 31.4 GWh of energy products deployed for a 114-percent increase from 2023.
Other recently deployed or announced Megapack projects include a massive 600 MW/1,600 MWh facility in Melbourne, a 75 MW/300 MWh energy storage site in Belgium, and a 228 MW/912 MWh storage project in Chile, along with many others still.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla highlights the Megapack site replacing Hawaii’s last coal plant
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Elon Musk responds to Ontario canceling $100M Starlink deal amid tariff drama
Ontario Premier Doug Ford said, opens new tab on February 3 that he was “ripping up” his province’s CA$100 million agreement with Starlink in response to the U.S. imposing tariffs on Canadian goods.
Elon Musk company SpaceX is set to lose a $100 million deal with the Canadian province of Ontario following a response to the Trump administration’s decision to apply 25 percent tariffs to the country.
Starlink, a satellite-based internet service launched by the Musk entity SpaceX, will lose a $100 million deal it had with Ontario, Premier Doug Ford announced today.
Starting today and until U.S. tariffs are removed, Ontario is banning American companies from provincial contracts.
Every year, the Ontario government and its agencies spend $30 billion on procurement, alongside our $200 billion plan to build Ontario. U.S.-based businesses will…
— Doug Ford (@fordnation) February 3, 2025
Ford said on X today that Ontario is banning American companies from provincial contracts:
“We’ll be ripping up the province’s contract with Starlink. Ontario won’t do business with people hellbent on destroying our economy. Canada didn’t start this fight with the U.S., but you better believe we’re ready to win it.”
It is a blow to the citizens of the province more than anything, as the Starlink internet constellation has provided people in rural areas across the globe stable and reliable access for several years.
Musk responded in simple terms, stating, “Oh well.”
Oh well https://t.co/1jpMu55T6s
— Elon Musk (@elonmusk) February 3, 2025
It seems Musk is less than enthused about the fact that Starlink is being eliminated from the province, but it does not seem like all that big of a blow either.
As previously mentioned, this impacts citizens more than Starlink itself, which has established itself as a main player in reliable internet access. Starlink has signed several contracts with various airlines and maritime companies.
It is also expanding to new territories across the globe on an almost daily basis.
With Mexico already working to avoid the tariff situation with the United States, it will be interesting to see if Canada does the same.
The two have shared a pleasant relationship, but President Trump is putting his foot down in terms of what comes across the border, which could impact Americans in the short term.
Armored Tesla Cybertruck “War Machine” debuts at Defense Expo 2025
Tesla Megapacks chosen for 548 MWh energy storage project in Japan
