Tesla

July 12, 2026

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North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.

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

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Chevron Bets $7B That Off-Grid Gas Is the Faster Path to Market

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

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Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

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.