According to Sawyer Merritt, Tesla is building large-scale chip fabrication and solar manufacturing plants, with these chips and solar panels being integrated into SpaceX’s AI-powered satellites. xAI is responsible for developing and managing the artificial intelligence that operates on these satellites, directly supporting Optimus robot development. Additionally, xAI optimizes its datacenter operations by utilizing Tesla Megapacks to ensure stable power supply. This multi-company collaboration demonstrates a trend towards vertical integration of AI hardware, energy solutions, and advanced robotics, with significant implications for the AI and aerospace industries.

According to Sawyer Merritt on Twitter, xAI purchased $430 million worth of Tesla Megapacks in 2025, as disclosed in Tesla's latest 10-K filing. This transaction represented 3.3% of Tesla's total energy storage revenue for the year. The significant investment in energy storage solutions highlights xAI's commitment to building robust infrastructure for powering advanced AI workloads. As reported by Sawyer Merritt, this move underscores the growing demand for sustainable energy resources in large-scale AI operations and may indicate new business opportunities for energy and AI sector collaborations.

According to Sawyer Merritt, Tesla has unveiled a new installed annual manufacturing capacity chart that now comprehensively includes all facilities for Megapack, Powerwall, Cybercab, and the Optimus robot. This update reflects Tesla's growing integration of AI-driven robotics, such as Optimus, into its production ecosystem, which signals a strategic expansion of AI applications beyond vehicles and into advanced manufacturing and energy storage solutions. The inclusion of Optimus emphasizes Tesla’s commitment to leveraging robotics and machine learning for operational efficiency and scaling business opportunities, as reported by Sawyer Merritt.

According to Joe Tegtmeyer on Twitter, Tesla has delivered new Megapack units to Giga Texas, specifically for the Cortex 2 GPU cluster building that will train the Optimus robot. As reported by Tegtmeyer, 48 out of 62 delivered Megapacks have been installed at Cortex 2 using large-scale Sarens cranes, with capacity for up to three times more units. This expansion is in addition to 140 Megapacks already deployed at two other Giga Texas locations, including one dedicated to the Cortex 1 cluster. The total installation could reach approximately 300 Megapacks, potentially making Giga Texas one of the world's largest battery storage sites. According to Tegtmeyer, the total energy capacity may reach around 1,170 MWh with a total power capacity of about 300 MW, ensuring robust support for Tesla’s AI data centers and Optimus model training operations.

According to Sawyer Merritt, citing William Blair analyst Jed Dorsheimer, Tesla's stock valuation is now driven by its transformation into a real-world AI leader, particularly through its robotaxi and Optimus initiatives. The analyst highlights that Tesla’s Megapack energy storage solution is expected to become a critical infrastructure component for AI data centers in 2026. This marks a significant business opportunity for Tesla as demand for AI-driven data processing and storage grows, positioning Megapack as a key enabler of large-scale AI deployments (Source: Sawyer Merritt on X, Jan 3, 2026).

According to Sawyer Merritt, Tesla and SPIE have signed a three-year formal agreement to deepen their collaboration on battery energy storage system (BESS) projects across Europe, including a $366 million, 1.4 GWh BESS project in the Netherlands. The partnership also covers a 100 MW/200 MWh BESS project in France and a 50 MW/200 MWh BESS in Belgium using 53 Tesla Megapacks. These large-scale BESS deployments leverage AI-powered energy management systems to optimize grid stability, reduce operational costs, and support renewable integration, presenting significant business opportunities for AI solution providers in the European energy infrastructure market (Sawyer Merritt, Twitter, Dec 18, 2025).