Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa
Cortex 2 at Giga Texas is getting more Megapacks delivered and being installed along the W side of the facility. 18 more packaged Megapacks have just been delivered to the site, with 8 of these placed on their permanent beam and pier supports.
The initial ~130 were installed a couple of months ago as phase 1 of this installation and now with all transformers placed on platforms, it looks like the next step is to accept delivery of more electronic cabinets and Megapacks plus cable trays over the parapet wall to finish out Phase 2 adn what will eventually be a ~250 - 260 BESS system to support this AI Datacenter.
Giga Texas itself will have close to 400 Megapacks installed in three different locations once the Cortex 2 site is completed.
Elon Musk was asked how fast AI is moving.
His answer wasn’t about the technology.
It was about the one man who got it all right and was still too conservative.
Musk: “I have to give credit to Ray Kurzweil in being actually remarkably accurate in his predictions. If anything, I think he was perhaps a bit conservative in his predictions.”
Kurzweil spent 30 years making forecasts that made serious people uncomfortable.
He predicted timelines that sounded impossible.
He was mocked for it.
He was right about nearly all of them.
And Musk just called him conservative.
Musk: “The dedicated AI compute appears to be growing by a factor of 10 every six months.”
10x every six months.
Musk: “Almost a 100x improvement per year, at least for the next few years.”
Moore’s Law was a 2x improvement every two years.
That single curve drove every technological shift of the last 50 years.
The internet. Smartphones. Cloud computing.
All of it rode a 2x curve.
AI is on a 100x curve.
And the current infrastructure isn’t running beside the new one.
It’s becoming it.
Musk: “Probably a lot of the data centers, maybe most of the data centers that currently do conventional compute, will transition to AI compute.”
Everything that runs the world you know is being rewired for the world that comes next.
Human beings process the future in straight lines.
We take the speed of the last decade and project it forward.
Exponential growth doesn’t work that way.
It’s invisible until it’s everywhere.
The most aggressive forecaster in the history of technology was too conservative.
That’s not about Kurzweil being wrong about the direction.
That’s about the human brain being wrong about the speed.
The limit was never the technology.
It was the organ we use to comprehend it.
And that organ hasn’t been upgraded in 200,000 years.
Big news at the new Optimus 10m/y factory construction site today! The 1st steel structure has been erected & as expected the second phase of land reclamation is underway.
This will allow this new factory to grow to nearly the same length as the main Giga Texas factory, although it will be a few hundred feet (~50 - 70 m) narrower. If you did not realize the massive size of this new factory, this should tell you all you need to know!
A lot of steel beams & columns were being delivered to the site today and using the new staging yard in the nearby “lone tree” field. Check out this short clip showing the expansion, the steel structure & more of the foundation work!
Attempted to write a Steam Engine hype at the era of Industrial Revolution as if it was the age of AI —
The steam engine breakthrough is insane right now.
Watt’s separate condenser + new GRPO optimization just dropped the 405 hp-class engine. We went from 7 hp → 70 hp → 405 hp+ in basically three years. One machine now does the work of 50+ men or water wheels — nonstop, rain or shine, anywhere.
Textile mills, ironworks, everything scaling 5-10x overnight. Productivity exploding.
This isn’t incremental. It’s automating physical labor at massive scale. Jobs shifting forever. Society about to look unrecognizable.
The Industrial Revolution isn’t coming. It’s here and accelerating faster than anyone predicted.
Terrified. Excited. Both.
What a time to be alive. 🚂💨
The new Giga Texas Optimus factory foundation work continues with three distinct sections under construction.
On the south end of what I think may be phase 1 of the construction, the large depressed graded area has had about .5 to 1 meters of gravel and crushed concrete added and now GeoPier equipment is at work.
On the middle section, dense footings of two primary types are being constructed, suggesting heave loading of the structure in this area.
On the north end, it’s mainly flat grade with little footing work so far.
I say I *think* this might be a two phase construction project because the north perimeter grade beam is laid out as if it is the final configuration, but the south end is not. There is a large field south of this area that, with reclamation work, could support a doubling of the structure, if that was desired.
13 May 2026 Giga Texas Snapshots! Progress at all 4 major construction sites today, including the E Advanced Chip Fab site with more relocation of workshops, materials and vehicles, soil sample drill rigs at work & more.
The N Optimus factory foundation continues to make progress too, especially with the site drying up. GeoPiers, Rebar cages, pedestal footings & three levels of grade evident today.
Cortex 2 prep for more Megapacks today, with transformer installation nearing completion & part 2 of the cooling system coming together.
The new test track is getting more asphalt laid down in several different locations & some infield grade work too. There are vehicles on some of the paved driving surfaces to give a better sense of scale and width of the road surfaces!
@Cybertruck production still seems fairly slow, but I’m hoping to see this pick up. For the 1st time I’ve observed, over 70 Cybercabs were in the outbound lot today in three main groups & some driving around.
Lots more to see today & I hope you enjoy this snapshots video clip!
I’ve been researching nearly 100 new permits for Giga Texas over the past few days, most of which I’ve shared with my X Subscribers and Patreons, but I thought this one might be interesting to share to the larger audience because of questions & interest among viewers about Cortex 2.0
This new set of permits suggests Cortex 2.0 will have at least 5 Data Halls. What does this mean?
In the context of this permit and Tesla’s data center nomenclature, DH5 refers to Data Hall 5 (or a similarly designated Data Hall module) within the Cortex 2.0 supercomputing facility.
Cortex 2.0 is Tesla’s second major AI training supercomputer cluster at Giga Texas (located on the north/central campus side, complementing the original Cortex 1.0 cluster in the south main factory extension).
As of last week, @Tesla confirmed Cortex 2.0 is partially operational, likely with Data Halls 1, 2 & possibly 3 in operation now, while the rest of the facility, electrical and cooling systems are built out, likely able to be at full operation this fall.
Cortex 2.0 is designed to provide massive GPU-based compute capacity (reportedly targeting over 130,000 H100-equivalent GPUs in early ramp phases) to support:
• Training and inference for Full Self-Driving (FSD) / Autopilot software.
• Development and scaling of the Optimus humanoid robot program.
• Broader AI and robotics workloads.
Data Halls are the modular, high-density server/compute rooms within large-scale data centers. DH5 represents one specific hall or infrastructure pod in the phased build-out of Cortex 2.0.
The structural steel design work covered by this permit is foundational for housing the power, cooling, and racking systems required for this high-performance computing environment.
What a difference 1 year can make … Cortex 2.0 as it appeared on 30 April 2025 and how it looks 1 year later.
As incredibly fast as @Tesla works, it still takes awhile to complete massive new projects like this.
The lead times for these projects (and acquiring and/or manufacturing the equipment for their operation) can be brutal, often measured in years.
This is why we already see work in progress for the Optimus Factory (IMHO, probably in a phase 1 then a later, phase 2 expansion approach to begin early operation as quickly as possible) with a target of late 2027 for initial operation and also the new Advanced Technology Chip Fab probably initial operation in early 2028 (IMO based on current progress).