Tesla

September 10, 2026

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Selene, Horizon Junction, and Hubbard Stack in One Multi-GW Texas Window

August 11, 2026

Tesla's Cortex 2 at Giga Texas, with a first 250 MW phase live in April 2026 and onsite AI compute more than doubling in the first half of 2026, keeps moving because it is not a speculative queue entry.

July 12, 2026

Alternatives are maturing too, from GridMarket and Deployable Energy's 3 GW microreactor pipeline targeting 2030 to Renew Home's 16 GW of residential flexibility with Tesla and Sunrun.

June 28, 2026

Sunrun, Tesla, and Renew Home committed over 16 GW of distributed capacity to hyperscalers and utilities, with 300+ MW ready now in Virginia's Data Center Alley.

May 22, 2026

Enbridge's Cowboy Project adds 365 MW solar and 200 MW / 1,600 MWh of Tesla storage in Wyoming under Cheyenne Light, Fuel and Power's Large Power Contract Service tariff, expanding the Meta partnership to 1.6 GW.

April 25, 2026

xAI's Memphis Colossus pairs Tesla Megapacks with turbines for 1.2 GW off-grid.

March 25, 2026

Elon Musk announced Terafab at Austin's Seaholm Power Plant, a $20-25 billion joint venture between Tesla, SpaceX, and xAI targeting 100 to 200 million advanced AI chips annually.

February 20, 2026

A podcast discussion with Drew Baglino, former Tesla energy and powertrain lead, flagged Heron Power's solid-state transformer technology as potentially eliminating roughly 70% of traditional electrical equipment at datacenters by distributing power directly to racks.