For Tesla, from 🤫 hussh
The energy behind the AI factory.
Energy storage is now Tesla's fastest-growing business. And every AI factory needs exactly what Tesla makes: storage, solar and the software to run them. We are building a distributed supercomputing grid in America's garages and warehouses, sited where the sun is abundant and the air is cold. Megapack, Powerwall and Tesla solar power it. 🤫 Agent One runs it, at the lowest cost per watt. Let's power it together.
Tesla energy, powering compute people own.
Energy storage is your fastest-growing business, and Megapack is finding new buyers beyond the utility.
We buy Megapack, Powerwall and solar to power a distributed AI factory grid in sunny, cheap-power ZIP codes.
A fast-growing, distributed buyer, exactly where Megapack economics are strongest.
Megablock and Megapod are built for dense, behind-the-meter data center power.
🤫 Agent One schedules compute around energy: heavy work runs when the battery and the sun are cheapest and the air is coldest.
A reference design that makes Tesla storage the power and cooling backbone of an edge AI site.
You already sell Megapacks to AI data centers, including xAI and Meta.
We bring America's garage and warehouse owners as the next wave of that demand.
A durable, community-owned market for Tesla energy across America.
The best energy storage machine in the world.
Tesla's energy business had a strong 2025 and keeps growing faster than any other part of the company, even as auto deliveries have softened. Energy is the part of Tesla we want to build with.
Megapack and Powerwall, up about 49%. Tesla's fastest-growing business for the full year.
Up 27%, at about a 29.8% gross margin. About 13% of Tesla's revenue, and rising.
Across Lathrop, Shanghai and the new Houston Megablock plant. Enough scale to power an AI factory grid.
A Megapack 3-based block built for dense clusters and behind-the-meter data center power.
A home energy fleet already in place. The residential tier of a solar-plus-storage compute node.
Storage that Tesla software already dispatches into energy markets. A foundation for energy-aware scheduling.
Storage, cells, solar, factories and software. Everything cheap, clean edge compute needs.
Storage at grid scale
46.7 GWh deployed in 2025, up 49%. Proven, bankable Megapack and Powerwall at the scale an AI factory grid needs.
4680 cells, made in-house
In-house cells with a dry-electrode process. Tesla's lowest cost per kWh, and the economics behind cheap storage.
Solar
Panels today, and an aim of 100 GW a year of US solar manufacturing by 2028. The generation half of a solar-powered node.
Manufacturing at scale
Lathrop, Shanghai and the Houston Megablock plant. The capacity to supply a distributed compute buildout.
Autobidder
Software already dispatching more than 3 GW of storage into wholesale markets. Ready for energy-aware compute.
Data center demand
Megapacks already power AI data centers: about $1B in total for xAI, and about $200M for Meta's Wyoming site. Proof the model works.
Where Tesla is going.
Energy as a growth engine
Musk: the energy business will one day deploy "terawatts per year." The fastest-growing part of Tesla.
Power for data centers
Megablock and Megapod point straight at powering AI clusters, behind the meter. The same need our grid has.
Autonomy and robotics
Robotaxi and Optimus, which Musk calls Tesla's biggest products.
AI5 and AI6
Custom chips, with a $16.5B Samsung foundry deal. Tesla's own compute path since Dojo ended in August 2025.
Affordability
Standard trims of Model 3 and Model Y after the US EV credit lapsed.
US solar manufacturing
More solar made at home. The generation side of a solar-powered compute node.
Megapack 3, Megablock, and power for AI.
The newest from Tesla Energy, and why each one matters for an AI factory.
Megapack 3 and Megablock
Megapack 3 at 5 MWh, and the 20 MWh Megablock launching in late 2026. Built for large sites and behind-the-meter data center power.
Megapod
A June 2026 trademark filing for modular AI data center hardware. Tesla means to sell compute building blocks, behind the meter.
Powerwall 3 and 3P
13.5 kWh with a built-in solar inverter, and a new three-phase 3P. The residential tier of a solar-plus-storage node.
Power already in place
Elon Musk has pointed to about 7 GW of capacity across charging sites that could host co-located compute. The footprint is there.
Buy together. Build together. Sell together. Take risk together.
Energy is where we meet. Tesla wants storage buyers beyond the utility. We place AI factory sites exactly where power and cooling cost the least.
Buy together: Tesla energy powers the AI factory
Tesla is proven at grid scale, with 46.7 GWh in 2025, and is growing beyond utility buyers.
🤫 and its garage and warehouse network buy Megapack, Powerwall and solar as the standard power and storage stack for every compute node.
A fast-growing, distributed buyer for Tesla. The lowest cost per watt for us, in sunny ZIP codes where Megapack shines.
Build together: the solar-powered node
Megablock (20 MWh) and Megapod are built for dense, behind-the-meter power.
🤫 Agent One schedules around energy: heavy compute runs when battery and solar are cheapest and the air is coldest, every kWh receipted with PCHP.
A reference 🤫 Factory One and Warehouse One design: Tesla energy plus Puppy One compute, measured together.
Sell together: a local grid with two sides
Tesla sells solar and storage through certified local installers.
The 🤫 Yellow Pages lists Tesla-certified installers as local human 🤫 Agents, so garage and warehouse owners can find them ZIP by ZIP.
Installers get demand. Owners get the stack to power their nodes. A real local connection, by consent.
Take risk together: a solar-powered edge pilot
Tesla wants proof points for behind-the-meter data center power.
A joint pilot in a sunny, cheap-power ZIP code: Tesla solar, Megapack and Puppy One, measured for cost per kWh delivered to compute, and for carbon.
Shared risk, shared data, and results published in the open.
The people building Tesla.
Elon Musk
CEO
Leads Tesla under a pay package tied to robots, AI and market value. Energy, AI and abundance at the center.
Vaibhav Taneja
Chief Financial Officer
Leads global finance and the energy margin story through 2026.
Ashok Elluswamy
VP, AI Software
Leads Autopilot and FSD AI, and now Optimus. Tesla's real-world AI.
Cheap, clean compute for the communities that host it.
The north star is a distributed grid owned by America's garage and warehouse owners, powered by Tesla energy and coordinated by 🤫 Agent One. Supercomputing at the lowest cost per watt, with the value flowing to local communities. Own your AI, own your data, own your compute. And 🤫 Agent One is free to every American.