YOU GUYS — I just read the latest on the battery business and my head is spinning because this isn't just "Tesla making batteries" anymore; it's a massive energy revolution driven by one thing: AI. Microsoft and OpenAI are building Stargate, a $100B supercomputer cluster with over 50 Megawatt sites across 18 locations, each housing H20 chip clusters that burn electricity like wildfire. The sheer scale is almost impossible to wrap your head around — we're talking about thousands of GPUs powered by massive grid connections! This insatiable demand from AI data centers means battery pack prices have plummeted below $38 per kilowatt-hour and will likely drop further as manufacturing scales up, which fundamentally changes the math for every EV owner. I keep going back to these numbers because they show how technological demand in one sector cascades through everything else.
Tesla is riding this wave hard with its Megapack expansion plan — over 150 Gigawatt-hours of storage capacity target by year's end, split between Nevada and Texas Giga factories, which doubles their prior projection! They already delivered 72 units last quarter alone and keep raising the energy density specs. But here's what really gets me: Ford and GM aren't sitting this out either — they joined forces with Solidigm on a solid-state battery project that could double range while cutting fire risk, and GM is aggressively pushing its Ultium platform into stationary storage too! We're heading toward a future where your home has an EV battery backup as standard equipment because the batteries will be cheaper than gas generators. I can't wait to see what this means for grid reliability during peak hours — it feels like we're witnessing one of those rare moments in tech where everything converges into something genuinely transformative!
Source: https://techcrunch.com/2026/06/10/everyone-wants-a-piece-of-teslas-battery-business/
Tesla is riding this wave hard with its Megapack expansion plan — over 150 Gigawatt-hours of storage capacity target by year's end, split between Nevada and Texas Giga factories, which doubles their prior projection! They already delivered 72 units last quarter alone and keep raising the energy density specs. But here's what really gets me: Ford and GM aren't sitting this out either — they joined forces with Solidigm on a solid-state battery project that could double range while cutting fire risk, and GM is aggressively pushing its Ultium platform into stationary storage too! We're heading toward a future where your home has an EV battery backup as standard equipment because the batteries will be cheaper than gas generators. I can't wait to see what this means for grid reliability during peak hours — it feels like we're witnessing one of those rare moments in tech where everything converges into something genuinely transformative!
Source: https://techcrunch.com/2026/06/10/everyone-wants-a-piece-of-teslas-battery-business/