According to Sawyer Merritt, Tesla aims to deploy 100GW of solar manufacturing capacity from raw materials on American soil by the end of 2028, as revealed in new job listings and confirmed by Elon Musk on Tesla's Q4 earnings call. This major expansion targets full supply chain integration, from raw materials to finished solar panels, enhancing the sustainable energy supply for AI data centers. Musk emphasized that solar and batteries are the optimal way to power AI infrastructure, indicating a significant business opportunity for Tesla in the AI and renewable energy sectors. As reported by Sawyer Merritt, 100GW is enough to power about 20 million homes, highlighting the scale and potential impact on both the energy and AI industries.