Meta signs with Overview Energy to power AI datacenters with space-based solar
The agreement aims to bypass terrestrial grid constraints by beaming near-infared light from space to terrestrial solar plants to power high-density AI workloads.
Tesla energy storage deployments down 15% on ‘clumpy’ first quarter
After peaking at over 14 GWh and accounting for 15% of Tesla’s revenue in the fourth quarter of 2025, energy storage saw a seasonal decline to 8.8 GWh accounting for 10.8% of the company’s revenue.
Tesla launches three-phase Powerwall 3P
The system integrates a battery, hybrid inverter, and home energy management system into a single device. It supports the integration of additional appliances, including heat pumps via SG-Ready interfaces. A connection to Tesla’s proprietary wallbox is also planned.
Tesla advances plan to build 100 GW of U.S. PV manufacturing capacity by 2028
Job advertisements on Tesla’s website outline the 100 GW ambition and follow reports the company is in talks with Chinese firms for the purchase of $2.9 billion worth of equipment for solar manufacturing.
LG and GM pivot Ultium Cells JV to LFP battery production for U.S. storage market at Tennessee plant
LG Energy Solution and GM are converting part of their Spring Hill battery joint venture to LFP production for energy storage, as another North American battery manufacturing plan shifts from EVs toward stationary storage.
U.S. government confirms Tesla as mystery buyer in $4.3 billion LG Energy Solution LFP deal
The Department of the Interior has ended months of speculation, identifying Tesla as the counterparty for a massive domestic lithium iron phosphate battery contract aimed at scaling U.S. energy storage production.
Canada’s largest operating battery storage running Tesla Megapack 2XL units is now commissioned in Ontario
The new battery energy storage system is located nar Lake Erie and has unique community aspects.
Sunrun touts record storage attachment rate, positive cash flow in 2025 earnings report
The company also predicts positive cash flow for 2026 as it shifts away from affiliate partners and toward a direct model under which it sells half of the storage and solar systems it builds to a third party upon installation.
Tesla introduces U.S.-manufactured solar panels, completing home energy ecosystem
The new Tesla Solar Panel and mounting system pairs with the company’s inverter, Powerwall battery, EV charging and vehicles, creating an all-Tesla residential solar offering for the first time.
Elon Musk at WEF: SpaceX and Tesla to produce 100 GW each of PV per year in the U.S. this decade
Elon Musk targets 100 GW of annual solar manufacturing for both Tesla and SpaceX within three years to solve the energy bottleneck threatening the AI revolution.
