Energy Expansion: Project Crystal Sun & Megapack Growth
Tesla seeks tax breaks for $10.1B solar cell plant in Texas (Project Crystal Sun), targeting 100 GW/year solar manufacturing with full vertical integration. Energy storage 13.5 GWh in Q2, up 53% QoQ. Megapack 3 factory live with 50 GWh capacity. $20B+ deals with Samsung and LG. Starlink-in-every-car ties energy and connectivity to FSD revenue. UBS raised target to $442 citing AI/robotics potential. Tesla opened a 124-stall urban Supercharger in San Francisco.
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Updated Aug 15, 2026