Energy Expansion, Grid Opportunity & Semi Commercialization

Megapack 3 production is live at 50 GWh capacity and Q2 storage deployments reached 13.5 GWh. Tesla says Semi series handovers and high-volume production have begun, with claimed 50,000-unit annual capacity, named customers, a 2,500-truck order, 500-mile range, and 1.2 MW charging; actual deliveries, margins, reliability, service, and customer economics remain unproven. A reported Powerwall 2 cell defect and thermal-runaway risk adds safety, liability, and reputation exposure.