Leandro M. Bas

[Tesla Energy @teslaenergy]

The three-phase Powerwall 3P is now available to order in the Netherlands 🇳🇱

[Tesla Robotaxi @robotaxi]

First Cybercab with @Starlink integration

[Tesla North America @tesla_na]

Our goal is for no Tesla battery to end up in a landfill.

Across our US operations, we’re recovering more than 90% of key battery materials like nickel & cobalt from cells that we recycle

More details in our 2025 Impact Report https://t.co/6RS4myUvlm

[Elon Musk @elonmusk]

Terafab Texas will be the largest and most valuable building on Earth by far.

And it will be stunningly beautiful.

[SpaceX @SpaceX]

The foundations for an exciting future are being built in Texas. Next up: Terafab → https://t.co/jGg52Zhn5I

[Tesla @Tesla]

Terafab will be built in Grimes County, Texas

In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab.

Both Tesla & SpaceX will need far more chips than current & future global production can supply.

This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year

The future is built in Texas

https://t.co/RQPNlAasdP

[Tesla Megapack @Tesla_Megapack]

Megapack 3 is officially rolling off the line at our newest Megafactory in Brookshire, Texas!

The factory went from groundbreaking to operation in just 16 months & has a designed capacity of 50 GWh/year dedicated to Megapack 3

[Tesla Japan @teslajapan]

テスラ家庭用蓄電池 Powerwall 3、販売開始 🇯🇵
補助金の対象に*

[SpaceX @SpaceX]

SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload.

Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute → https://t.co/4MOQv0DvTQ

[Tesla Semi @tesla_semi]

Short-haul trips between ports & warehouses are some of the biggest sources of freight-related pollution
 
Semi brings quiet & clean cargo transport, helping eliminate diesel exhaust in nearby neighborhoods

[Cybertruck @cybertruck]

We've identified PCS electronics in pre-2026 Cybertrucks that do not meet our reliability standards and have made design changes to address this in newer vehicles.

Next steps for existing owners:
– Model year 2026: PCS warranty is now standard at 7 years/70k miles
– Model year 2024/2025: PCS warranty extended to 8 years/150k miles

Starting in the next few weeks, we will reimburse any charges for those who already required a PCS replacement and paid out of pocket.

We're working hard on increasing supply chain availability of this improved version.

As an immediate remedy, we've rolled out a software update so you can keep Supercharging even if a PCS failure occurs, and have enabled free Supercharging for trucks waiting for part availability

[Tesla Megapack @Tesla_Megapack]

Our first Megapacks with Made-in-America LFP cells are on their way to customers! 🇺🇸

These domestic cells are manufactured at our facility in Sparks, Nevada and integrated into Megapacks from our Megafactory in California. This is a significant milestone for domestic cell manufacturing and energy security

[Tesla Energy @teslaenergy]

Tesla Virtual Power Plant dashboards are now live in Puerto Rico, California, Texas, New England & Australia

Watch more than 2 GW of Powerwall support the grid in real time
https://t.co/jabZ1uU6jq

[Tesla Manufacturing @gigafactories]

10 million vehicles produced globally.
Congrats to all Tesla teams!

[Tesla Japan @teslajapan]

テスラ スーパーチャージャーを無償化
このたびの令和８年熊本地震において被災された皆様へ、謹んでお見舞いを申し上げます。

7月28日に発生した令和8年熊本地震によって被害を受けた九州エリア所在のスーパーチャージャーを本日より1週間無償開放します。身の回りの安全を十分確保の上ご利用ください。詳細については以下のとおりです。

対象エリア
九州エリアに所在のスーパーチャージャー

対象期間
2026年7月29日 0:01から2026年8月4日 23:59まで

社員一同、皆さまの安全と被災地域の早期復興を祈っております。

[Tesla Charging @TeslaCharging]

Free Supercharging for France & Spain wildfire relief. Midnight July 29 to midnight August 5 at

Arès, France https://t.co/9dtjTQQ1Tx
Biganos, France https://t.co/lLsBqncerq
Mérignac, France https://t.co/zioZQleuK9
Bordeaux Lac, France https://t.co/ld2YtO0XAh
Bègles, France https://t.co/Hh1f4OfGwv

Castellón, Spain https://t.co/yEnQosne3q
Sagunto, Spain https://t.co/9CDlpR9ELz
Fuenlabrada, Spain - Service Center https://t.co/LVAnUvV9tN
Majadahonda, Spain https://t.co/zodV1zhXyI

[Tesla Megapack @Tesla_Megapack]

The first utility-scale Megapack project in New Zealand is now operating!

56 Megapacks at @ContactEnergy Glenbrook-Ohurua Battery 1 are providing 100 MW / 200 MWh of reliable and affordable energy to the region

The site was commissioned ahead of schedule and Battery 2 is officially underway

[Tesla @Tesla]

In Q2, over 55% of deliveries in North America included an FSD subscription at the time of delivery

[Tesla @Tesla]

Q2 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)

– Megafactory Texas is nearing completion (start of production planned for this year)

– More customers are now opting to subscribe to FSD at the time of vehicle purchase!

– Robotaxi rollout continued in the US. Now live in 7 major metros

– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year

From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.

We’ve never been more optimistic about the future.

Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania

– We launched the Model YL in the US in July and have seen a positive response from customers

Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production

– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas

– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit

Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon

– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development

– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing

AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026

– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year

Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products

– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y

Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year

AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware

This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness

AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin

Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app

Grok can make phone calls, search & play music, and adjust climate controls, among other things

Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule

Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet

– Began offering employee rides in Cybercabs on our GFTX campus in July

– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training

– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July

FSD Supervised
– Record net new subscriptions in Q2

– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions

– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

[Tesla @Tesla]

0 notable incidents across over 380,000 miles traveled by Robotaxi