Tesla News: Latest Releases & Events

Since October, Tesla has built Optimus humanoid robots to production standards, with Musk targeting 20,000 weekly by end-2027, and it supplies equipment for SpaceX datacenters. In August, Tesla and SpaceX announced Terafab, a $16.8 billion chip factory in Texas. In April, Musk bet Tesla's AI chips on Intel's unfinished 14A process, weeks after Intel joined Terafab.

All 5 Tesla entries of the AI News timeline, newest first.

2026

November 2026

2026-11-03

SpaceX targets 13GW AI cloud datacenters by 2027
SemiAnalysis reports that SpaceX has revised its datacenter buildout target up to ~13GW by 2027, with 3.6GW already under construction across Colossus 2, a repurposed Starbase rocket campus, and the TeraFab chip fab site — potentially the largest datacenter capacity ever built by a single company in that timeframe and positioning SpaceX as the world's biggest AI cloud. The report highlights record-breaking build times (~4 months for a greenfield site), the largest US BESS deployment at 5.9GWh, behind-the-meter gas turbines, and Tesla supplying modular MEP equipment to enable the speed. (newsletter.semianalysis.com)
SpaceX xAI

October 2026

2026-10-21

Tesla begins Optimus production, targets 20,000 weekly
Tesla has begun manufacturing its Optimus humanoid robots to production standards on repurposed lines in Fremont, California, a milestone disclosed in its Q3 2026 shareholder update, with Elon Musk targeting an ambitious 20,000 robots per week by the end of 2027. Musk cautioned that the ramp will be slow as Tesla addresses reliability and software challenges, while the company simultaneously expands training compute to 400 megawatts and battery manufacturing capacity to support its robotics and autonomy push. (interestingengineering.com)

August 2026

2026-08-07

SpaceX, Tesla to Build $16.8B Terafab Chip Factory
SpaceX and Tesla announced plans to build Terafab, a massive semiconductor manufacturing complex in Grimes County, Texas, with an initial investment of $16.8 billion and over 100 million square feet of planned manufacturing space. The facility is intended to secure chip supply exceeding 1 terawatt of compute for the companies' AI efforts, including Tesla's Optimus robots and driverless Cybercabs, as well as SpaceX's planned space-based data centers, with Intel also expected to contribute. (aibusiness.com)
SpaceX Intel

April 2026

2026-04-23

Tesla bets AI chip future on Intel's unfinished 14A process
During Tesla's latest earnings call, Elon Musk announced plans to build the company's own AI silicon at scale through a "Terafab" chipmaking initiative, partnering with Intel to use its not-yet-finished 14A manufacturing process. Musk framed the move as essential to avoiding a future AI chip supply crunch, even as Tesla faces declining revenue and shrinking margins. (go.theregister.com)
Intel

2026-04-08

Intel Joins Musk's $25B Terafab Chip Project
Intel announced it is partnering with Elon Musk on Terafab, an estimated $25 billion semiconductor factory in Texas designed to mass-produce chips for Tesla's autonomous vehicles and humanoid robots as well as SpaceX satellites, with an ambitious production target of 200 billion chips per year. (aibusiness.com)
Intel SpaceX