{ "as_of": "2026-08-22", "timezone_note": "User-facing dates are Europe/Zurich. Source documents may be US ET/CT/PT or UTC.", "methodology": "Compiled 22 Aug 2026 (Europe/Zurich). Numeric claims are only those found in named sources; unknown fields are null. Prefer Tesla Q2 2026 Exhibit 99.1 and 10-K FY2025 over blogs.", "status_enum": [ "operating", "ramping", "construction", "planned", "paused", "closed" ], "owner_enum": [ "Tesla", "SpaceX", "xAI", "Neuralink", "Boring", "joint" ], "notes": [ "Skip list: ordinary office HQs without factory floor (Tesla Palo Alto former HQ; X offices). Menlo Park Roadster shop is closed (not listed as active).", "Tesla worldwide employees 134,785 as of 31 Dec 2025 (10-K) are company-wide, not allocated to sites.", "SpaceX ~22,000 full-time (CNBC IPO / Wikipedia 2026) are company-wide.", "Cortex 1/2 are inside Giga Texas, not a separate campus. Dojo is not a named 2026 IR plant.", "xAI is a SpaceX subsidiary (merger 2 Feb 2026) but sites are tagged owner=xAI because they are the Colossus industrial campuses.", "Terafab Grimes is owner=joint (Tesla + SpaceX). Austin research fab likewise joint/Tesla-hosted.", "Vegas/Nashville/Dubai are industrial tunnel systems, not TBM plants; included per brief.", "Tesla India is status=closed (cancelled plan), not a built factory.", "Equipment plants (Tesla Automation Neutraubling/Neuwied/Reutlingen/Grand Rapids) not fully inventoried." ], "sites": [ { "id": "tesla-fremont", "name": "Tesla Fremont Factory", "owner": "Tesla", "lat": 37.495, "lon": -121.9425, "coord_source": "Wikipedia infobox Tesla Fremont Factory (37\u00b029\u203242\u2033N 121\u00b056\u203233\u2033W)", "location_text": "Fremont, California, United States", "address": "45500 Fremont Boulevard, Fremont, CA", "scope": "Model 3 / Model Y vehicle assembly. Former Model S/X lines decommissioned Q2 2026; first-generation Optimus production lines being installed in that space. Primary US volume plant.", "size": [ { "value": 550000, "unit": "vehicles/year", "metric": "installed_annual_capacity", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": "Model 3/Y only; Tesla footnote: installed capacity is not current production rate" }, { "value": 5500000, "unit": "sq_ft", "metric": "floor_area_main_assembly", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Tesla_Fremont_Factory", "unconfirmed": false, "note": "Main final-assembly building; Wikipedia citing Tesla/press. Treat as secondary." }, { "value": 440, "unit": "acres", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Tesla_Fremont_Factory", "unconfirmed": true, "note": "Wikipedia infobox 440 acres. Tesla originally bought 210 of NUMMI's 370 acres, plus later expansions." } ], "investment_estimate": { "usd": 42000000, "year": 2010, "source": "https://en.wikipedia.org/wiki/Tesla_Fremont_Factory", "unconfirmed": false, "note": "Purchase price Tesla paid Toyota for most of the NUMMI site ($42M). Not total cumulative capex." }, "year_built_or_opened": 2010, "year_announced": 2010, "employees": { "count": 22000, "date": "2022", "source": "https://en.wikipedia.org/wiki/Tesla_Fremont_Factory", "unconfirmed": true }, "status": "operating", "utilization": "Tesla Q2 2026: S/X lines decommissioned; 3/Y still Production at >550k nameplate. Battery pack capacity is the company-stated limiter on near-term volume. Optimus lines Construction / start production soon as of 22 Jul 2026. No Tesla-published utilization percent.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Q2 2026 Update: CA 3/Y >550k Production; Optimus CA Construction; S/X decommissioned" }, { "url": "https://en.wikipedia.org/wiki/Tesla_Fremont_Factory", "note": "Address, coords, floor area, 2022 employee figure, 2010 purchase" }, { "url": "https://www.tesla.com/fremont-factory", "note": "Tesla factory page" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm", "note": "10-K FY2025: manufacturing in California; worldwide headcount 134,785 (not site-level)" } ], "unconfirmed_flags": [ "Site employee count 22,000 is Wikipedia (as of 2022 Tesla site language); not in Q2 2026 IR.", "440-acre land figure is Wikipedia infobox; original NUMMI purchase was 210 acres plus later parcels.", "First Optimus unit off the Fremont line not confirmed by Tesla IR as of 22 Aug 2026." ], "as_of": "2026-08-22" }, { "id": "tesla-kato-fremont", "name": "Tesla Kato Road (4680 pilot / former SolarCity)", "owner": "Tesla", "lat": 37.478728, "lon": -121.93144, "coord_source": "OpenStreetMap Nominatim: Tesla, 47400 Kato Road, Fremont", "location_text": "Fremont, California, United States", "address": "47400 Kato Road / Page Avenue area, Fremont, CA", "scope": "Historically Tesla's 4680 battery pilot factory (often cited ~10 GWh). Separate from the main NUMMI Fremont assembly plant. Current 2026 role vs Giga Texas 4680 volume line is not broken out in Tesla IR.", "size": [ { "value": 506409, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": "Wikipedia list: 506,409 ft2 former SolarCity facility" }, { "value": 10, "unit": "GWh/year", "metric": "historical_cell_capacity", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": "Wikipedia: 4680 pilot with annual capacity of 10 GWh. Not in Q2 2026 capacity table (Texas 4680 is the IR-listed 4680 line)." } ], "year_built_or_opened": 2015, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Kato Facility row: 2015, 506,409 ft2, 4680 pilot 10 GWh" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Q2 2026 lists Texas 4680 >40 GWh Production; does not name Kato" } ], "unconfirmed_flags": [ "Whether Kato still runs 4680 cells in 2026 vs a support/R&D role is not in Tesla IR.", "10 GWh and floor area are Wikipedia/list compilation, not Q2 2026.", "Status=operating assumes the site is still in Tesla's Fremont industrial cluster; not independently confirmed this week." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_announced": null, "utilization": null }, { "id": "tesla-giga-nevada", "name": "Gigafactory Nevada (incl. Semi building)", "owner": "Tesla", "lat": 39.538, "lon": -119.44, "coord_source": "Wikipedia infobox Gigafactory Nevada (39\u00b032\u203217\u2033N 119\u00b026\u203224\u2033W)", "location_text": "Storey County (Tahoe-Reno Industrial Center), Nevada, United States", "address": "Electric Avenue, McCarran / TRIC, Storey County, NV", "scope": "Lithium-ion cells (Panasonic partnership historically; Tesla LFP ramp), battery packs, drive units/motors, Powerwall, Tesla Semi assembly. Q2 2026: new factory in Nevada for Semi; capacity table lists Semi as Commissioning, LFP 7 GWh Early Ramp, Powerwall >6 GWh Production.", "size": [ { "value": 6, "unit": "GWh/year", "metric": "powerwall_installed_capacity", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 7, "unit": "GWh/year", "metric": "lfp_cell_capacity_early_ramp", "qualifier": null, "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": "Early ramp capacity includes expected capacity (Tesla footnote)" }, { "value": 5400000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Nevada", "unconfirmed": true, "note": "Wikipedia infobox 5.4 million sq ft" }, { "value": 2900, "unit": "acres", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Nevada", "unconfirmed": true, "note": "Wikipedia infobox 2,900 acres" } ], "investment_estimate": { "usd": 3600000000, "year": 2023, "source": "https://www.tesla.com/blog/continuing-our-investment-nevada", "unconfirmed": false, "note": "Nevada 2023 incentive package for Semi + battery expansion: Tesla investing $3.6B over 10 years (Tesla blog). Original 2014 GF1 was a ~$5B Tesla+Panasonic plan, not restated as a 2026 company figure." }, "year_built_or_opened": 2016, "year_announced": 2014, "employees": { "count": 7000, "date": "2018-12", "source": "https://en.wikipedia.org/wiki/Gigafactory_Nevada", "unconfirmed": true }, "status": "operating", "utilization": "Powerwall Production; LFP Early Ramp; Semi Commissioning as of 22 Jul 2026 IR. Trade press (TT News): first unit off high-volume Semi line 29 Apr 2026; 50,000/year factory target is trade-press, not Tesla IR. Tesla dropped 2026 volume production language (TechCrunch on Q2 vs Q1 decks).", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Nevada Semi Commissioning TBD; Powerwall >6 GWh Production; LFP 7 GWh Early Ramp" }, { "url": "https://en.wikipedia.org/wiki/Gigafactory_Nevada", "note": "Coords, land/floor area, history, 2018 employee count, 2023 $3.6B expansion incentives" }, { "url": "https://www.tesla.com/giga-nevada", "note": "Tesla Giga Nevada page" }, { "url": "https://www.ttnews.com/articles/tesla-semis-build-2026", "note": "Trade press Semi high-volume line 29 Apr 2026" }, { "url": "https://techcrunch.com/2026/07/22/tesla-spending-skyrockets-as-cybercab-semi-megapack-production-timeline-slips/", "note": "Dropped 2026 volume-production language" } ], "unconfirmed_flags": [ "Semi 50,000/year nameplate and MSRPs are trade-press, not Q2 IR (capacity TBD).", "Employee counts 7,000 (2018) / 12,000 (2022 Wikipedia infobox) conflict and are stale vs 2026.", "Whether the new Semi factory is a distinct building vs an expansion of GF1 is not itemized in IR; treated as one Nevada campus." ], "as_of": "2026-08-22" }, { "id": "tesla-giga-shanghai", "name": "Gigafactory Shanghai (vehicles)", "owner": "Tesla", "lat": 30.87016656, "lon": 121.76881044, "coord_source": "Wikipedia infobox Gigafactory Shanghai", "location_text": "Nanhui New Town, Pudong, Shanghai, China", "address": "D203A, Tonghui Road No. 168, Nanhui New Town, Pudong New Area, Shanghai", "scope": "Model 3 and Model Y vehicle manufacturing for China and export. Wholly foreign-owned (no JV). Largest Tesla vehicle nameplate in Q2 2026 capacity table.", "size": [ { "value": 950000, "unit": "vehicles/year", "metric": "installed_annual_capacity", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 214, "unit": "acres", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Shanghai", "unconfirmed": false, "note": "86 ha / 864,885 m2 land-use grant" } ], "investment_estimate": { "usd": 2000000000, "year": 2018, "source": "https://en.wikipedia.org/wiki/Gigafactory_Shanghai", "unconfirmed": false, "note": "Land-use contract minimum investment CNY 14 billion (~US$2B) by end-2023. Tesla also received ~$521M Chinese bank loans (Fortune, cited on Wikipedia). Not a 2026 restated capex." }, "year_built_or_opened": 2019, "year_announced": 2018, "employees": { "count": 20000, "date": "2023-06", "source": "https://en.wikipedia.org/wiki/Gigafactory_Shanghai", "unconfirmed": true }, "status": "operating", "utilization": "Production at >950k nameplate. Battery pack capacity is the global limiter (Q2). No Tesla-published 2026 utilization percent.", "planned_vs_active": "active", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Shanghai 3/Y >950,000 Production" }, { "url": "https://en.wikipedia.org/wiki/Gigafactory_Shanghai", "note": "Coords, address, land grant, $2B min investment, 20k employees June 2023, 4 millionth vehicle Dec 2025" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828019000055/exhibit1014shanghai.htm", "note": "2018 land-use grant contract (English translation on SEC)" } ], "unconfirmed_flags": [ "20,000 employees is June 2023 Wikipedia/Bloomberg layoff coverage, not Q2 2026 IR.", "US$2B is the contract minimum (CNY 14B), not audited cumulative spend." ], "as_of": "2026-08-22" }, { "id": "tesla-shanghai-megafactory", "name": "Megafactory Shanghai (Megapack)", "owner": "Tesla", "lat": 30.87016656, "lon": 121.76881044, "coord_source": "Same Lingang/Pudong industrial cluster as Giga Shanghai (Wikipedia list). Exact Megapack building centroid not separately published; using vehicle-plant infobox as campus-level.", "location_text": "Shanghai, China (Lingang / Pudong cluster)", "scope": "Megapack energy-storage assembly. Q2 2026: 20 GWh Production; record deployments from this plant in the quarter.", "size": [ { "value": 20, "unit": "GWh/year", "metric": "installed_annual_capacity", "qualifier": null, "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 656000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": null } ], "year_built_or_opened": 2025, "year_announced": 2023, "status": "operating", "utilization": "Q2 2026: record deployments from Megafactory Shanghai, which continues to ramp production. No percent.", "planned_vs_active": "active", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Shanghai Megapack 20 GWh Production; record EMEA deployments supported by Shanghai Megafactory" }, { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Opened 2025; 656,000 sq ft; Teslarati 10 Feb 2025 ops launch" }, { "url": "https://www.teslarati.com/tesla-shanghai-megafactory-officially-launches-operations/", "note": "Ops launch reporting 10 Feb 2025" } ], "unconfirmed_flags": [ "Lat/lon are campus-level (vehicle Gigafactory infobox), not a surveyed Megapack-building pin.", "Floor area is Wikipedia list, not Tesla IR." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "address": null }, { "id": "tesla-shanghai-supercharger", "name": "Tesla Shanghai Supercharger Factory", "owner": "Tesla", "lat": null, "lon": null, "coord_source": null, "location_text": "Shanghai, China", "scope": "Supercharger hardware manufacturing. Wikipedia list: ~54,000 ft2, cited annual production of 10,000 chargers (2021-era).", "size": [ { "value": 54000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": null }, { "value": 10000, "unit": "chargers/year", "metric": "historical_capacity", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": "Wikipedia citing 2021 InsideEVs/Electrek. Not restated in Q2 2026." } ], "year_built_or_opened": 2021, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Shanghai Supercharger Factory 2021, 54,000 ft2, 10k chargers/year" }, { "url": "https://insideevs.com/news/531012/tesla-completes-supercharger-factory-shanghai/", "note": "InsideEVs 8 Sep 2021" } ], "unconfirmed_flags": [ "No public coordinates found this pass.", "10,000 chargers/year is 2021 reporting; 2026 output unknown.", "Current operating status inferred from Tesla still producing Superchargers globally; site not named in Q2 2026." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_announced": null, "utilization": null, "address": null }, { "id": "tesla-giga-berlin", "name": "Gigafactory Berlin-Brandenburg", "owner": "Tesla", "lat": 52.395, "lon": 13.79, "coord_source": "Wikipedia infobox Gigafactory Berlin-Brandenburg (52\u00b023\u203242\u2033N 13\u00b047\u203224\u2033E)", "location_text": "Gr\u00fcnheide (Mark), Brandenburg, Germany", "address": "Tesla Stra\u00dfe 1, Gr\u00fcnheide (Mark), Germany", "scope": "Model Y vehicle assembly; 4680 cell factory listed Construction in Q2 2026. Tesla's first European manufacturing plant.", "size": [ { "value": 375000, "unit": "vehicles/year", "metric": "installed_annual_capacity", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": "Model Y" }, { "value": 300, "unit": "hectares", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Berlin-Brandenburg", "unconfirmed": false, "note": "Purchase ~300 ha for ~EUR 41M (Jan 2020 German press via Wikipedia)" } ], "investment_estimate": { "usd": null, "year": 2019, "source": "https://en.wikipedia.org/wiki/Gigafactory_Berlin-Brandenburg", "unconfirmed": false, "note": "Deutsche Welle 17 Nov 2019: factory expected to cost around EUR 4 billion. Not converted here; not a 2026 Tesla IR figure." }, "year_built_or_opened": 2022, "year_announced": 2019, "employees": { "count": 11500, "date": "2023-10", "source": "https://en.wikipedia.org/wiki/Gigafactory_Berlin-Brandenburg", "unconfirmed": true }, "status": "operating", "utilization": "Model Y Production at >375k nameplate. Berlin 4680 Construction. Secondary 2025-26 German press: expansion toward 1M/year on hold; not in Q2 deck. No Tesla percent.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Berlin Model Y >375,000 Production; Berlin 4680 Construction" }, { "url": "https://en.wikipedia.org/wiki/Gigafactory_Berlin-Brandenburg", "note": "Coords, 22 Mar 2022 opening, ~EUR 4B, 300 ha / EUR 41M land, 11,500 employees Oct 2023 (Brandenburg health minister)" }, { "url": "https://www.tesla.com/giga-berlin", "note": "Tesla Giga Berlin page" } ], "unconfirmed_flags": [ "EUR 4B is 2019 expected cost (DW), not audited 2026 spend.", "11,500 employees is Oct 2023 Brandenburg minister via Wikipedia, not Tesla IR.", "2026 utilization vs 375k nameplate not published." ], "as_of": "2026-08-22" }, { "id": "tesla-giga-texas", "name": "Gigafactory Texas (Giga Austin)", "owner": "Tesla", "lat": 30.22087, "lon": -97.61865, "coord_source": "Wikipedia infobox Gigafactory Texas", "location_text": "Unincorporated Travis County / Del Valle area, Austin, Texas, United States", "address": "13101 Tesla Road (also 1 Tesla Road HQ), Austin, TX 78725", "scope": "Tesla HQ + vehicle plant: Model Y, Cybertruck, Cybercab. 4680 cells (>40 GWh Production), cathode materials (10 GWh Early Ramp). Cortex 1 (>90 MW) and Cortex 2 (>115 MW) on-site AI training compute. Optimus volume building Construction. Lithium refining is a separate Robstown site. Austin development/research fab (Terafab precursor) on North Campus.", "size": [ { "value": 250000, "unit": "vehicles/year", "metric": "installed_capacity_model_y", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 125000, "unit": "vehicles/year", "metric": "installed_capacity_cybertruck", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 125000, "unit": "vehicles/year", "metric": "installed_capacity_cybercab", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 40, "unit": "GWh/year", "metric": "4680_cell_capacity", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 10, "unit": "GWh/year", "metric": "cathode_early_ramp", "qualifier": null, "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 90, "unit": "MW", "metric": "cortex_1_compute", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 115, "unit": "MW", "metric": "cortex_2_compute", "qualifier": ">", "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 2100, "unit": "acres", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Texas", "unconfirmed": true, "note": "Wikipedia 2,100 acres; Travis County 2023 report ~2,513 acres of eligible parcels" }, { "value": 10000000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_Texas", "unconfirmed": true, "note": "Wikipedia infobox 10 million sq ft; company/press, not Q2 table" } ], "investment_estimate": { "usd": 10000000000, "year": 2021, "source": "https://en.wikipedia.org/wiki/Gigafactory_Texas", "unconfirmed": false, "note": "Musk 16 Dec 2021: Giga Texas is a $10B+ investment over time, generating at least 20k direct and 100k indirect jobs. Forward-looking, not a closed capex total." }, "year_built_or_opened": 2022, "year_announced": 2020, "employees": { "count": 20000, "date": "2023", "source": "https://en.wikipedia.org/wiki/Gigafactory_Texas", "unconfirmed": true }, "status": "operating", "utilization": "Y/Cybertruck/Cybercab listed Production. Cybercab production started Q2 2026; employee campus rides July. Cortex 2 will ramp further over the rest of the year. Optimus building construction now in full swing. Lithium/cathode Early Ramp (see Robstown for LiOH). No Tesla percent.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Capacity table: TX Y/CT/Cybercab; 4680; cathode; Cortex 1/2; Optimus TX Construction; Cybercab SOP" }, { "url": "https://en.wikipedia.org/wiki/Gigafactory_Texas", "note": "Coords, Cyber Rodeo 7 Apr 2022, $10B+/20k jobs Musk Dec 2021, land/floor infobox" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm", "note": "HQ 1 Tesla Road Austin; Cortex at Giga Texas; lithium refinery began ops Jan 2026" }, { "url": "https://electrek.co/2026/03/24/tesla-giga-texas-site-plan-ecological-paradise-terafab-north-campus-travis-county/", "note": "Mar 2026 Travis County site plans / North Campus research fab" } ], "unconfirmed_flags": [ "10 million sq ft and 2,100-2,500 acres are Wikipedia/county compilations, not Q2 IR.", "Employee 20,000 is 2023 Wikipedia; Austin American-Statesman 2 Apr 2026 said Austin Tesla employment fell 22% in 2025 vs end-2024 \u2014 no resulting headcount printed here.", "Cybercab >125k is nameplate; TechCrunch: 2026 volume-production language dropped." ], "as_of": "2026-08-22" }, { "id": "tesla-lathrop-megafactory", "name": "Megafactory Lathrop (Megapack)", "owner": "Tesla", "lat": 37.79967889, "lon": -121.29878069, "coord_source": "The Big Green Machine facility record (OSM-derived) for Tesla Megafactory Lathrop; address 700 D'Arcy Parkway confirmed by US FTZ site record.", "location_text": "Lathrop, California, United States", "address": "700 D'Arcy Parkway, Lathrop, CA 95330", "scope": "Megapack utility-scale battery storage manufacturing. First Megafactory. Q2 2026: 40 GWh Production.", "size": [ { "value": 40, "unit": "GWh/year", "metric": "installed_annual_capacity", "qualifier": null, "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": null }, { "value": 440538, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": "Former JCPenney DC; Wikipedia list / LoopNet" }, { "value": 28.02, "unit": "acres", "metric": "ftz_site_acreage", "qualifier": null, "source": "https://ofis.trade.gov/Site/Details/4715", "unconfirmed": false, "note": "FTZ Subzone 00G Site 020" } ], "year_built_or_opened": 2022, "year_announced": 2021, "employees": { "count": 1000, "date": "2021", "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true }, "status": "operating", "utilization": "Production at 40 GWh nameplate. No Tesla-published 2026 utilization percent.", "planned_vs_active": "active", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "California Megapack 40 GWh Production" }, { "url": "https://ofis.trade.gov/Site/Details/4715", "note": "FTZ address 700 D'Arcy Parkway, 28.02 acres" }, { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Opened 2022, ~1,000 jobs announced, 440,538 sq ft" }, { "url": "https://www.the-big-green-machine.com/siteid/133", "note": "Coords 37.79967889, -121.29878069" } ], "unconfirmed_flags": [ "1,000 employees is the 2021 jobs-to-be-created figure (Recordnet), not a 2026 headcount." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null } }, { "id": "tesla-lathrop-parts", "name": "Tesla Lathrop (automotive parts / foundry support)", "owner": "Tesla", "lat": null, "lon": null, "coord_source": null, "location_text": "Lathrop, California, United States", "scope": "Former Chrysler parts-distribution building (acquired ~2014). Casting/foundry and parts support for Fremont. Distinct from the Megapack Megafactory.", "size": [ { "value": 885867, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": null } ], "year_built_or_opened": 2014, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Tesla Lathrop 2014, 885,867 sq ft, automotive parts" } ], "unconfirmed_flags": [ "No public pin this pass; 2026 activity level not in IR.", "Floor area Wikipedia/list." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_announced": null, "utilization": null, "address": null }, { "id": "tesla-megafactory-brookshire", "name": "Megafactory Texas (Brookshire / Megapack 3)", "owner": "Tesla", "lat": 29.7860643, "lon": -95.9510661, "coord_source": "OSM Nominatim city centroid for Brookshire, TX. Plant address 111 Empire Blvd (City of Brookshire EDC) was not separately returned by Nominatim; pin is city-level, not building.", "location_text": "Brookshire, Waller County, Texas, United States", "address": "111 Empire Blvd (and adjacent 103 Empire Blvd Phase 3), Brookshire, TX 77423", "scope": "Megapack 3 / Megablock manufacturing. Q2 2026 listed Texas Megapack as Commissioning; Tesla Megapack account 6 Aug 2026: Megapack 3 officially rolling off the line; designed capacity 50 GWh/year dedicated to Megapack 3. Groundbreaking-to-operation 16 months (company).", "size": [ { "value": 50, "unit": "GWh/year", "metric": "designed_annual_capacity", "qualifier": null, "source": "https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/", "unconfirmed": false, "note": "Designed capacity, not 2026 output. Tesla marketing via Tesla Megapack account 6 Aug 2026 as reported by Electrek." }, { "value": 1600000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": null } ], "investment_estimate": { "usd": 190000000, "year": 2025, "source": "https://www.brookshiretxedc.org/econ-dev/page/brookshire-battery-factory-tesla-building", "unconfirmed": false, "note": "City of Brookshire / ConnectCRE: Tesla plans to invest more than $190M (Stream Realty $44M building improvements + Tesla ~$150M equipment in Phase 2). Not Tesla IR." }, "year_built_or_opened": 2026, "year_announced": 2023, "employees": { "count": 1500, "date": "2025", "source": "https://www.brookshiretxedc.org/econ-dev/page/brookshire-battery-factory-tesla-building", "unconfirmed": true }, "status": "ramping", "utilization": "SOP 6 Aug 2026 (company X). Q2 outlook still on schedule for production starting in 2026; TechCrunch: 2026 volume language dropped. 50 GWh is designed, not run-rate.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Texas Megapack Commissioning as of 22 Jul 2026" }, { "url": "https://electrek.co/2026/08/06/tesla-megapack-3-production-starts-texas/", "note": "Tesla Megapack account 6 Aug 2026 SOP; 50 GWh designed; 16 months" }, { "url": "https://www.brookshiretxedc.org/econ-dev/page/brookshire-battery-factory-tesla-building", "note": "111 Empire Blvd; >$190M; 1,500 jobs by year 3" }, { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "1.6M sq ft; lease since Oct 2021" } ], "unconfirmed_flags": [ "Lat/lon are Brookshire city centroid, not 111 Empire Blvd building pin.", "1,500 jobs is the incentive/agreement target, not a 2026 headcount.", "50 GWh is designed capacity (company marketing)." ], "as_of": "2026-08-22" }, { "id": "tesla-lithium-robstown", "name": "Tesla Lithium Refinery (Corpus Christi / Robstown)", "owner": "Tesla", "lat": 27.7903032, "lon": -97.6688843, "coord_source": "OSM Nominatim city centroid for Robstown, TX. Plant is a large coastal-bend industrial site near Corpus Christi; building pin not separately geocoded this pass.", "location_text": "Near Robstown / Corpus Christi, Nueces County, Texas, United States", "scope": "Spodumene-to-battery-grade lithium hydroxide refinery (first of its kind in North America per 10-K). Feeds 4680 / pack materials. Q2 2026: Lithium Refining 30 GWh Early Ramp.", "size": [ { "value": 30, "unit": "GWh/year", "metric": "lithium_refining_capacity_early_ramp", "qualifier": null, "source": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "unconfirmed": false, "note": "Tesla's own capacity table uses GWh-equivalent, not tonnes. 2025 Impact Report (via EVwire) ~20,000 t LHM / ~30 GWh \u2014 consistent with the 30 GWh IR line. Do not use 50 GWh / 50,000 t LCE trade-press figures as Tesla IR." } ], "investment_estimate": { "usd": 1000000000, "year": 2024, "source": "https://evmagazine.com/news/whats-inside-teslas-texas-lithium-refinery", "unconfirmed": true, "note": "Trade press: more than US$1bn. Not in Q2 2026 tables." }, "year_built_or_opened": 2026, "year_announced": 2023, "employees": { "count": 250, "date": "2026", "source": "https://evmagazine.com/news/whats-inside-teslas-texas-lithium-refinery", "unconfirmed": true }, "status": "ramping", "utilization": "10-K: commenced operations January 2026. Q2 2026: Early Ramp at 30 GWh-equivalent. Secondary fully ramped claims (EVwire July 2026) conflict with IR Early Ramp \u2014 use IR.", "planned_vs_active": "active", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Texas Lithium Refining 30 GWh Early Ramp; Lithium Day photo" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm", "note": "In-house lithium refinery in Texas began operations January 2026; first spodumene-to-LiOH in North America" }, { "url": "https://www.tesla.com/blog/tesla-lithium-refinery-groundbreaking", "note": "Groundbreaking 8 May 2023" }, { "url": "https://evwire.com/p/tesla-lithium-day-refinery-fully-ramped-giga-texas", "note": "Lithium Day 2026 secondary; Impact Report 20kt LHM / 30 GWh" } ], "unconfirmed_flags": [ "City-centroid coordinates, not a surveyed plant pin.", "$1B+ and 250 permanent jobs are trade press, not Tesla IR.", "50 GWh / 50 kt LCE figures in some 2026 trade pieces conflict with Tesla's 30 GWh Early Ramp \u2014 not used." ], "as_of": "2026-08-22", "address": null }, { "id": "tesla-giga-new-york", "name": "Gigafactory New York (Buffalo / Riverbend)", "owner": "Tesla", "lat": 42.8587901, "lon": -78.8409391, "coord_source": "OSM Nominatim for 1339 South Park Avenue, Buffalo, NY", "location_text": "Buffalo, New York, United States", "address": "1339 South Park Avenue, Buffalo, NY (Riverbend)", "scope": "State-owned factory Tesla leases. Solar panel assembly (TSP-415/420 restarted late 2025; Q1 2026 customer shipments per Tesla Q4 2025 call). Supercharger hardware. Autopilot/FSD data labeling. Solar Roof tiles discontinued ~Aug 2026 (Electrek; not an 8-K). 10-K: Tesla began manufacturing a new residential retrofit solar panel in 2025; initial deliveries Jan 2026.", "size": [ { "value": 1200000, "unit": "sq_ft", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/Gigafactory_New_York", "unconfirmed": true, "note": null }, { "value": 300, "unit": "MW/year", "metric": "solar_panel_assembly_capacity_goal", "qualifier": null, "source": "https://www.solarpowerworldonline.com/2026/01/tesla-claims-its-making-solar-panels-again-at-its-buffalo-factory/", "unconfirmed": true, "note": "Colby Hastings (Tesla Energy) cited as 300 MW panel-assembly goal this year. Not in Q2 2026 tables." } ], "investment_estimate": { "usd": 959000000, "year": 2014, "source": "https://en.wikipedia.org/wiki/Gigafactory_New_York", "unconfirmed": false, "note": "New York State construction investment for the Riverbend factory (widely reported ~$750M-$959M depending on what's included). Tesla is tenant." }, "year_built_or_opened": 2017, "year_announced": 2014, "employees": { "count": 1500, "date": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true }, "status": "operating", "utilization": "Solar panel assembly restarted; Supercharger production continues. Q2 2026: site work progressed for solar manufacturing (cells and panels) \u2014 may include Buffalo and/or additional US sites. No Tesla percent.", "planned_vs_active": "active", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm", "note": "New residential retrofit solar panel manufacturing 2025; deliveries Jan 2026; manufacturing in New York" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Site selection/prep for solar manufacturing progressed Q2 2026" }, { "url": "https://en.wikipedia.org/wiki/Gigafactory_New_York", "note": "Riverbend, Superchargers, labeling, lease to 2034, TSP-420 2025" }, { "url": "https://electrek.co/2025/10/23/tesla-production-new-solar-panel-us/", "note": "Q4/earnings: began Tesla residential solar panel production in Buffalo" }, { "url": "https://electrek.co/2026/08/20/tesla-discontinues-solar-roof-panels-only/", "note": "Solar Roof discontinued Aug 2026 (not 8-K)" }, { "url": "https://www.solarpowerworldonline.com/2026/01/tesla-claims-its-making-solar-panels-again-at-its-buffalo-factory/", "note": "300 MW goal attributed to Tesla Energy director" } ], "unconfirmed_flags": [ "1,500 employees is Wikipedia list, undated vs 2026.", "300 MW is a 2026 goal quoted in trade press, not Q2 IR.", "Dojo cluster at Buffalo ($500M, 2024 local reporting) is not in the Q2 2026 deck (Dojo unnamed). Not treated as a live Dojo plant." ], "as_of": "2026-08-22" }, { "id": "tesla-tilburg", "name": "Tesla Tilburg (parts / former KD assembly)", "owner": "Tesla", "lat": 51.6057132, "lon": 5.0029811, "coord_source": "OSM Nominatim returned Tesla Tilburg Store and Service Center, Atlasstraat \u2014 may be adjacent service, not the parts plant pin. Flag as unconfirmed factory centroid.", "location_text": "Tilburg, North Brabant, Netherlands", "scope": "Knock-down Model S/X final assembly until 2021; reconfigured to manufacture parts supporting European production/service.", "size": [ { "value": 156840.5, "unit": "sq_m", "metric": "floor_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true, "note": null } ], "year_built_or_opened": 2013, "employees": { "count": 540, "date": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true }, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Tilburg 2013, 540 employees, 1,688,217 sq ft, KD until 2021 then parts" } ], "unconfirmed_flags": [ "Not named in Q2 2026 IR. 2026 headcount/output unknown.", "Coordinates may be store/service, not the industrial hall.", "Employee 540 is Wikipedia list, undated." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "year_announced": null, "utilization": null, "address": null }, { "id": "tesla-automation-pruem", "name": "Tesla Automation (Pr\u00fcm / former Grohmann)", "owner": "Tesla", "lat": 50.2141293, "lon": 6.4480701, "coord_source": "OSM Nominatim: Tesla Automation GmbH, Rudolf-Diesel-Stra\u00dfe 14, Gewerbegebiet Dausfeld, Pr\u00fcm, Germany", "location_text": "Pr\u00fcm, Rhineland-Palatinate, Germany", "address": "Rudolf-Diesel-Stra\u00dfe 14, 54595 Pr\u00fcm, Germany", "scope": "Manufacturing equipment / automation (former Grohmann Engineering, acquired 2016-17). Builds production systems for Tesla factories. Additional Tesla Automation sites exist in Neutraubling, Neuwied, Reutlingen (not separately inventoried).", "year_built_or_opened": 2017, "employees": { "count": 800, "date": null, "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true }, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Tesla Automation Pr\u00fcm, 800 employees; Grohmann acquisition 2017" } ], "unconfirmed_flags": [ "800 employees Wikipedia/list, undated vs 2026.", "Not in Q2 2026 capacity table (equipment plant).", "Sister Tesla Automation plants in Neutraubling, Neuwied, Reutlingen, Grand Rapids not fully inventoried." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "size": [], "year_announced": null, "utilization": null }, { "id": "tesla-terafab-austin", "name": "Terafab research / development fab (Giga Texas North Campus)", "owner": "joint", "lat": 30.22087, "lon": -97.61865, "coord_source": "Same Giga Texas Wikipedia pin; North Campus is adjacent/north of the existing gigafactory (Electrek Mar 2026 site plans). Not a surveyed fab-building centroid.", "location_text": "North Campus, Gigafactory Texas, Travis County, Texas, United States", "scope": "Tesla/SpaceX precursor semiconductor research fab: mask, logic, memory, packaging, test under one roof. Q2 2026: progress on construction and equipment procurement for our semiconductor fab in Austin. SpaceX 6 Aug 2026: Tesla broke ground in April on a new research fab on the North Campus of Giga Texas \u2014 precursor to the Grimes County Terafab.", "investment_estimate": { "usd": null, "year": 2026, "source": "https://www.spacex.com/updates", "unconfirmed": false, "note": "Phase-1 $16.8B is for the Grimes County Terafab (separate site), not this Austin research fab. Austin development-fab capex not disclosed." }, "year_announced": 2026, "status": "construction", "planned_vs_active": "planned", "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Construction and equipment procurement for semiconductor fab in Austin; early stages" }, { "url": "https://www.spacex.com/updates", "note": "Apr 2026 Tesla broke ground on research fab, North Campus Giga Texas, precursor to Terafab" }, { "url": "https://electrek.co/2026/03/24/tesla-giga-texas-site-plan-ecological-paradise-terafab-north-campus-travis-county/", "note": "Travis County Fire Marshal Tesla North Campus permit Mar 2026" }, { "url": "https://techcrunch.com/2026/08/06/tesla-and-spacex-will-invest-16-8b-to-start-building-terafab-chip-factory-in-texas/", "note": "Terafab Grimes announcement 6 Aug 2026" } ], "unconfirmed_flags": [ "No Tesla-published sq ft, wafer starts, or employee count for the Austin research fab.", "Coords are Giga Texas main pin, not North Campus building.", "Intel's role in the Austin research fab vs Grimes full Terafab is not clearly split in company posts." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "terafab-grimes", "name": "Terafab (Grimes County full-scale chip factory)", "owner": "joint", "lat": 30.6324606, "lon": -96.0392535, "coord_source": "OSM Nominatim for Gibbons Creek Reservoir, Texas (site of former Gibbons Creek Steam Electric Station). Campus not yet built; pin is the reservoir, not a fab footprint.", "location_text": "Gibbons Creek / Grimes County, Texas, United States (near Navasota / College Station-Houston corridor)", "scope": "Planned vertically integrated advanced semiconductor fab (logic, memory, advanced packaging, test) jointly developed by Tesla and SpaceX (Intel has been named in local coverage). Chips for Optimus, Cybercab inference, and SpaceX space-based data centers. SpaceX 6 Aug 2026: initial phase ~$16.8B; at least 3,000 jobs; planned >100 million sq ft manufacturing space.", "size": [ { "value": 100000000, "unit": "sq_ft", "metric": "planned_manufacturing_floor_area", "qualifier": ">", "source": "https://www.spacex.com/updates", "unconfirmed": false, "note": "Planned, not built. SpaceX: more than 100 million square feet of manufacturing space is planned." } ], "investment_estimate": { "usd": 16800000000, "year": 2026, "source": "https://www.spacex.com/updates", "unconfirmed": false, "note": "Initial phase estimated ~$16.8B capital from SpaceX and Tesla. SpaceX: potential future phases much higher. Do not treat $119B (earlier public-hearing/Wikipedia full-buildout figure) as a committed capex." }, "year_announced": 2026, "employees": { "count": 3000, "date": "planned", "source": "https://www.spacex.com/updates", "unconfirmed": true }, "status": "planned", "planned_vs_active": "planned", "sources": [ { "url": "https://www.spacex.com/updates", "note": "6 Aug 2026 SpaceX post: Terafab in Grimes County; $16.8B initial; 3,000 jobs; >100M sq ft planned; Austin research fab precursor" }, { "url": "https://techcrunch.com/2026/08/06/tesla-and-spacex-will-invest-16-8b-to-start-building-terafab-chip-factory-in-texas/", "note": "Company announcement 6 Aug 2026" }, { "url": "https://www.kbtx.com/2026/08/06/gov-abbott-confirms-spacex-expansion-grimes-county/", "note": "Gov. Abbott: $16.8B phase 1, 3,000 jobs, $30M Texas Enterprise Fund" }, { "url": "https://en.wikipedia.org/wiki/Terafab", "note": "Gibbons Creek; earlier $55B/$119B prototype-fab figures \u2014 treat as secondary/uncommitted" } ], "unconfirmed_flags": [ "100 million sq ft is a planned buildout, not a permitted building.", "3,000 is a stated employment target, not current staff.", "$119B full buildout appeared in earlier hearing materials / Wikipedia \u2014 SpaceX 6 Aug post does not repeat that number.", "Intel participation is in local TV/Wikipedia, not the SpaceX 6 Aug post (which names SpaceX and Tesla).", "Reservoir pin is not the final fab polygon." ], "as_of": "2026-08-22", "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "tesla-mexico", "name": "Gigafactory Mexico (Nuevo Le\u00f3n)", "owner": "Tesla", "lat": 25.6891327, "lon": -100.478867, "coord_source": "OSM Nominatim for Parque Industrial Santa Catarina, Nuevo Le\u00f3n (municipality named in 2023-24 local official comments). Site not under construction; pin is industrial-park level.", "location_text": "Santa Catarina / Monterrey metro, Nuevo Le\u00f3n, Mexico", "scope": "Announced March 2023 as next-gen vehicle plant. Musk 23 Jul 2024 earnings call: paused because of potential US tariffs on Mexico-built vehicles. No construction start reported through Aug 2026. Still listed as planned on Wikipedia; Tesla Q2 2026 outlook emphasizes utilizing existing capacity before new factories.", "investment_estimate": { "usd": 10000000000, "year": 2023, "source": "https://mexiconewsdaily.com/business/musk-says-tesla-gigafactory-in-mexico-paused-because-of-potential-trump-tariffs/", "unconfirmed": true, "note": "Mexican federal Economy Ministry: construction would involve investment of more than US$10B. Governor Garc\u00eda had cited $15B with suppliers. Not a Tesla 8-K amount." }, "year_announced": 2023, "employees": { "count": 10000, "date": "planned", "source": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "unconfirmed": true }, "status": "paused", "planned_vs_active": "planned", "sources": [ { "url": "https://mexiconewsdaily.com/business/musk-says-tesla-gigafactory-in-mexico-paused-because-of-potential-trump-tariffs/", "note": "Musk Q2 2024 call: paused; >$10B federal figure" }, { "url": "https://en.wikipedia.org/wiki/List_of_Tesla_factories", "note": "Planned row: Monterrey, next-gen, 2027, 10,000 employees" }, { "url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/exhibit991.htm", "note": "Outlook: leverage/optimize existing production capacity before building new factories" } ], "unconfirmed_flags": [ "Exact parcel pin unknown; Santa Catarina industrial-park centroid only.", "$10-15B and 10,000 jobs are 2023 government/Wikipedia planned figures.", "2026 Tesla IR does not mention Mexico." ], "as_of": "2026-08-22", "size": [], "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "tesla-india", "name": "Tesla India factory (cancelled)", "owner": "Tesla", "lat": null, "lon": null, "coord_source": null, "location_text": "India (no site selected)", "scope": "Proposed local vehicle manufacturing tied to India's EV import-duty policy (15% duty if at least ~$500M local investment). India's Heavy Industries Minister H.D. Kumaraswamy confirmed 19 May 2026 that Tesla will not proceed with a manufacturing facility. Tesla continues imported Model Y sales via experience centers.", "investment_estimate": { "usd": 500000000, "year": 2026, "source": "https://electrek.co/2026/05/20/tesla-officially-abandons-india-factory-plans-after-years-of-broken-promises/", "unconfirmed": true, "note": "Policy threshold ~INR 4,150 crore / ~$500M \u2014 Tesla declined; not an announced Tesla capex." }, "year_announced": 2021, "status": "closed", "planned_vs_active": "planned", "sources": [ { "url": "https://electrek.co/2026/05/20/tesla-officially-abandons-india-factory-plans-after-years-of-broken-promises/", "note": "Minister confirmation 19 May 2026" }, { "url": "https://www.teslarati.com/tesla-india-factory-abandoned/", "note": "Teslarati on same ministerial confirmation" } ], "unconfirmed_flags": [ "No parcel was ever Tesla-confirmed. Status=closed means the planned factory was cancelled, not that a plant operated.", "Tesla itself has not posted an IR note titled India factory cancelled; the primary public confirmation is the Indian minister." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "spacex-hawthorne", "name": "SpaceX Hawthorne (Falcon / Dragon / Merlin)", "owner": "SpaceX", "lat": 33.9203632, "lon": -118.3280267, "coord_source": "OSM Nominatim: 1 Rocket Road, Hawthorne, California", "location_text": "Hawthorne, California, United States", "address": "1 Rocket Road, Hawthorne, CA", "scope": "Engineering and manufacturing hub for Falcon 9, Falcon Heavy, Dragon, Merlin engines (and some Raptor work). Former HQ (HQ moved to Starbase 2024). Mission control. City of Hawthorne lists SpaceX as largest employer.", "size": [ { "value": 500000, "unit": "sq_ft", "metric": "flagship_building", "qualifier": null, "source": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "unconfirmed": true, "note": "CoStar: ~500,000 sq ft flagship + ~80,000 sq ft in four other buildings. CRE Daily IPO brief: 580,000 SF hub \u2014 figures differ; neither is a SpaceX IR table." } ], "year_built_or_opened": 2008, "year_announced": 2007, "employees": { "count": 6000, "date": "2026", "source": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "unconfirmed": true }, "status": "operating", "utilization": "High-cadence Falcon production continues (97th F9 of 2026 as of 18 Aug). No company utilization percent.", "planned_vs_active": "active", "sources": [ { "url": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "note": "Hawthorne ~500k + 80k sq ft; city largest employer >6,000" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": "580,000-SF R&D hub" }, { "url": "https://en.wikipedia.org/wiki/SpaceX", "note": "Hawthorne manufacturing; HQ moved to Starbase 2024; ~22,000 employees company-wide 2026" }, { "url": "https://www.cnbc.com/2026/06/16/gwynne-shotwell-spacex-elon-musk-ipo.html", "note": "CNBC: ~22,000 full-time company-wide at IPO" } ], "unconfirmed_flags": [ ">6,000 Hawthorne employees is city/CoStar, not a SpaceX 10-Q site breakout.", "Floor-area figures 500k vs 580k conflict across CRE reports." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null } }, { "id": "spacex-starbase", "name": "SpaceX Starbase (Starfactory + launch)", "owner": "SpaceX", "lat": 25.997, "lon": -97.157, "coord_source": "Widely used Starbase launch-site coordinates ~25.997 N, 97.157 W (Wikipedia SpaceX Starbase / launch complex). Production site is inland along SH-4; this pin is the Gulf launch complex, not Starfactory hall.", "location_text": "Starbase (Boca Chica), Cameron County, Texas, United States", "scope": "Starship / Super Heavy production (Starfactory), Mega Bays, Massey's test site, OLP-1/OLP-2 launch towers, Gigabay vertical-integration building under construction (target end-2026). All 13 integrated flight tests through 24 Jul 2026 launched from here. Company HQ since 2024.", "size": [ { "value": 960, "unit": "acres", "metric": "campus_land", "qualifier": null, "source": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "unconfirmed": true, "note": "CRE Daily IPO brief: Starbase covers 960 acres. Not a SpaceX IR table." } ], "investment_estimate": { "usd": 250000000, "year": 2026, "source": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "unconfirmed": true, "note": "CoStar: $250M Gigabay at Starbase per a state work permit. Not total Starbase cumulative capex." }, "year_built_or_opened": 2019, "year_announced": 2014, "status": "operating", "utilization": "Starfactory producing Block 3 vehicles; OLP-2 active (Flights 12-13); Pad 1 in retrofit. Gigabay construction underway, targeted complete end-2026 (SpaceX updates). Flight 14 NET slipping (airspace briefing listed 15 Sep 2026). No factory utilization percent.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.spacex.com/updates", "note": "Gigabay at Starbase next to Starfactory; targeted end-2026; Florida barge transfer until local production exists" }, { "url": "https://www.nasaspaceflight.com/2026/07/starship-flight-13-flight/", "note": "Flight 13 24 Jul 2026 from OLP-2" }, { "url": "https://www.nasaspaceflight.com/2026/08/starbase-lining-future-vehicles/", "note": "Starfactory + Gigabay construction Aug 2026" }, { "url": "https://en.wikipedia.org/wiki/SpaceX_Starbase", "note": "Site description, HQ, production+launch" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": "960 acres" }, { "url": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "note": "$250M Gigabay permit" } ], "unconfirmed_flags": [ "Launch-complex pin, not Starfactory building centroid.", "960 acres and $250M Gigabay are CRE/permit reporting.", "Site employee count not disclosed (company-wide ~22,000)." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "address": null }, { "id": "spacex-mcgregor", "name": "SpaceX McGregor Rocket Development and Test Facility (Raptor/Merlin)", "owner": "SpaceX", "lat": 31.4036783, "lon": -97.4617649, "coord_source": "OSM Nominatim: SpaceX Rocket Development and Test Facility, McGregor, Texas", "location_text": "McGregor, Texas, United States", "scope": "Acceptance testing of Merlin and Raptor engines; stage testing; Dragon defuel after splashdown. Raptor production capacity has been added at McGregor (NSF 2021 factory; still the test site in 2026). Q2 2026 CFO: accelerating Raptor production.", "size": [ { "value": 4000, "unit": "acres", "metric": "land_area", "qualifier": null, "source": "https://en.wikipedia.org/wiki/SpaceX", "unconfirmed": true, "note": "Wikipedia/SpaceX facilities: expanded to ~4,000 acres by 2015. CRE Daily: >4,300 acres. Use ~4,000-4,300 as reported range, not a surveyed 2026 plat." } ], "year_built_or_opened": 2003, "status": "operating", "utilization": "Continuous engine acceptance firing. NSF trackers have reported Raptor 3 serials into the 200s and dense two-week firing windows \u2014 tracker reports, not SpaceX rates. Company has not published 2026 Raptor production rate.", "planned_vs_active": "active", "sources": [ { "url": "https://en.wikipedia.org/wiki/SpaceX", "note": "McGregor test facility; ~4,000 acres; every engine tested before flight" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": ">4,300 acres" }, { "url": "https://www.nasaspaceflight.com/2026/07/starship-flight-13-flight/", "note": "Raptor 3 flight ops / abort context" }, { "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-spcx-q2-2026-earnings-004252131.html", "note": "Q2 call: accelerating Raptor and LV production" } ], "unconfirmed_flags": [ "Acreage 4,000 vs 4,300 across sources.", "Raptor annual production rate unconfirmed (do not use unofficial tracker serials as a company rate)." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_announced": null, "address": null }, { "id": "spacex-redmond-starlink", "name": "SpaceX Redmond Starlink factory", "owner": "SpaceX", "lat": 47.6886645, "lon": -122.0901551, "coord_source": "OSM Nominatim: 22869 NE Novelty Hill Road, Redmond, WA (Redmond Ridge Business Park)", "location_text": "Redmond, Washington, United States", "address": "Redmond Ridge Business Park, Redmond, WA", "scope": "Primary design, engineering, manufacturing and test hub for Starlink satellites; ground control / network operations. S-1 (via CoStar): ~70 satellites/week Dec-Apr window (~3,640/year). V2 Mini remains Falcon production standard.", "size": [ { "value": 363000, "unit": "sq_ft", "metric": "campus_floor_area", "qualifier": null, "source": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "unconfirmed": true, "note": "CRE Daily 363,000 SF. CoStar body text also says several buildings totaling 165,530 sq ft \u2014 internal inconsistency in that article. Flag both." } ], "year_built_or_opened": 2015, "employees": { "count": 2000, "date": "2026", "source": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "unconfirmed": true }, "status": "operating", "utilization": "S-1 period cited by CoStar: ~70 sats/week. Company has not published a 22 Aug 2026 rate. V3 not yet in operational orbit (Starship).", "planned_vs_active": "active", "sources": [ { "url": "https://www.costar.com/article/1367721202/inside-the-real-estate-supporting-spacexs-growth-ambitions", "note": "Redmond Starlink hub; ~2,000 workers; ~70 sats/week from S-1 window; 165,530 vs 363,000 sq ft inconsistency" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": "363,000 SF" }, { "url": "https://starlink.com/public-files/Gen2StarlinkSatellites.pdf", "note": "V2 Mini / Gen2 company note" }, { "url": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "note": "SpaceX S-1 manufacturing description (Starlink rate cited by CoStar)" } ], "unconfirmed_flags": [ "Floor area 165k vs 363k conflict in CRE coverage.", "~2,000 employees is CoStar, not a SpaceX site filing.", "70/week is a S-1 window, not necessarily current." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "year_announced": null }, { "id": "spacex-bastrop-starlink", "name": "SpaceX Bastrop Starlink factory (Starfactory / kits / solar / semi R&D)", "owner": "SpaceX", "lat": 30.1568507, "lon": -97.4064665, "coord_source": "OSM Nominatim: 858 FM 1209, Bastrop, TX (TCEQ regulated entity STARLINK FACTORY BASTROP). Office also cited at 926 FM 1209 (Statesman 13 Aug 2026).", "location_text": "Bastrop County, Texas, United States", "address": "858 / 926 FM 1209, Bastrop, TX 78602", "scope": "Starlink satellite and user-terminal (kit) manufacturing; semiconductor R&D expansion; solar-cell work reported at the campus. SpaceX told Bastrop County (26 May 2026) it plans to move all Starlink kit production here; target 10 million kits annually by end-2026 (company statement to commissioners). $855M expansion nominated as Texas Enterprise Project.", "size": [ { "value": 1000000, "unit": "sq_ft", "metric": "reported_campus", "qualifier": null, "source": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "unconfirmed": true, "note": "CRE Daily: Bastrop 1M SF. Not a SpaceX IR table." } ], "investment_estimate": { "usd": 855000000, "year": 2026, "source": "https://www.kxan.com/news/local/bastrop-county/bastrop-county-approves-spacex-incentive-nomination-amid-concerns/", "unconfirmed": false, "note": "SpaceX senior manager Damien Barrera to Bastrop County: $855M to upgrade/expand existing facility. Separate $280M semiconductor R&D (incl. $17.3M Texas Semiconductor Innovation Fund grant) reported by Statesman." }, "year_built_or_opened": 2022, "year_announced": 2021, "employees": { "count": 1590, "date": "2026-05", "source": "https://www.elgincourier.com/article/4684,spacex-closer-to-855m-starlink-expansion", "unconfirmed": false }, "status": "operating", "utilization": "Barrera: already 1,590 workers; hiring 100-150 more; kit production scaling toward 10M/year by end-2026 (company statement to county, not an IR volume print).", "planned_vs_active": "mixed", "sources": [ { "url": "https://records.tceq.texas.gov/cs/idcplg?IdcService=GET_FILE&allowInterrupt=1&dDocName=8152291&dID=9394766", "note": "TCEQ: STARLINK FACTORY BASTROP, 858 FM 1209" }, { "url": "https://www.statesman.com/business/article/spacex-starlink-bastrop-expansion-22385611.php", "note": "926 FM 1209; $280M semi R&D; $7M office TI Aug 2026" }, { "url": "https://www.kxan.com/news/local/bastrop-county/bastrop-county-approves-spacex-incentive-nomination-amid-concerns/", "note": "$855M kit expansion; all kit production to Bastrop" }, { "url": "https://www.elgincourier.com/article/4684,spacex-closer-to-855m-starlink-expansion", "note": "1,590 employees May 2026; 10M kits YE2026 target" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": "1M SF" } ], "unconfirmed_flags": [ "1M SF is CRE Daily, not a building permit sum verified here.", "10 million kits/year is a company target stated to county, not a 2026 actual.", "Satellite vs kit vs solar vs semiconductor floorspace split not published." ], "as_of": "2026-08-22" }, { "id": "spacex-ksc-39a", "name": "Kennedy Space Center LC-39A (Falcon Heavy / Starship pad)", "owner": "SpaceX", "lat": 28.6084, "lon": -80.6043, "coord_source": "Standard LC-39A coordinates (NASA/Wikipedia Launch Complex 39). SpaceX 20-year NASA lease since 2014.", "location_text": "Kennedy Space Center, Merritt Island, Florida, United States", "scope": "Falcon Heavy and Falcon 9 launches (NASA crew/cargo and commercial). Starship launch pad being completed in 2026 (SpaceX updates). Only operational Falcon Heavy pad.", "year_built_or_opened": 2017, "year_announced": 2014, "status": "operating", "utilization": "Active Falcon cadence. Starship pad construction in progress. Next FH: Nancy Grace Roman NET 30 Aug 2026 07:26 EDT (NASA FRR 21 Aug).", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.spacex.com/updates", "note": "Complete Starship pad at LC-39A this year" }, { "url": "https://science.nasa.gov/blogs/roman/2026/08/21/teams-complete-flight-readiness-review-for-nasas-roman-telescope/", "note": "Roman FH from 39A NET 30 Aug 2026" }, { "url": "https://en.wikipedia.org/wiki/Kennedy_Space_Center_Launch_Complex_39", "note": "Pad history; SpaceX lease" }, { "url": "https://www.nasa.gov/news-release/nasas-spacex-crew-12-launches-to-international-space-station/", "note": "Crew launches also use Florida pads (Crew-12 was SLC-40)" } ], "unconfirmed_flags": [ "Starship-from-Florida first flight number/date unconfirmed (Shotwell had discussed Flight 15 as a possible first Florida Starship)." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "address": null }, { "id": "spacex-ccsfs-slc40", "name": "Cape Canaveral SLC-40 (Falcon 9)", "owner": "SpaceX", "lat": 28.5622, "lon": -80.5772, "coord_source": "Standard SLC-40 coordinates (Wikipedia Cape Canaveral Space Launch Complex 40).", "location_text": "Cape Canaveral Space Force Station, Florida, United States", "scope": "Primary East Coast Falcon 9 pad (Starlink, commercial, Crew/Cargo Dragon). Highest-cadence SpaceX orbital pad.", "year_built_or_opened": 2010, "year_announced": 2007, "status": "operating", "utilization": "Multiple Falcon 9 flights per week typical. Example: Starlink 10-39 on 21 Aug 2026 from SLC-40 (B1078 flight 30).", "planned_vs_active": "active", "sources": [ { "url": "https://www.spacex.com/launches/sl-10-39", "note": "SLC-40 Starlink 10-39 21 Aug 2026" }, { "url": "https://en.wikipedia.org/wiki/Cape_Canaveral_Space_Launch_Complex_40", "note": "Pad identity and coords" }, { "url": "https://www.nasa.gov/event/nasas-spacex-crew-13/", "note": "Crew-13 NET 12 Sep 2026 SLC-40" } ], "as_of": "2026-08-22", "unconfirmed_flags": [], "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "address": null }, { "id": "spacex-ccsfs-slc37", "name": "Cape Canaveral SLC-37 (Starship pad, construction)", "owner": "SpaceX", "lat": 28.5319, "lon": -80.5664, "coord_source": "Standard SLC-37 coordinates (former ULA Delta IV pad). Wikipedia / CCSFS.", "location_text": "Cape Canaveral Space Force Station, Florida, United States", "scope": "Second Florida Starship pad. CFO Johnsen Q2 2026: activating pads at 39A and 37. SpaceX updates: Starship pad work at SLC-37.", "year_announced": 2024, "status": "construction", "planned_vs_active": "planned", "sources": [ { "url": "https://www.spacex.com/updates", "note": "Starship pad at SLC-37 CCSFS" }, { "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-spcx-q2-2026-earnings-004252131.html", "note": "Johnsen: activating 39A and 37" }, { "url": "https://en.wikipedia.org/wiki/Cape_Canaveral_Space_Launch_Complex_37", "note": "Pad location" } ], "unconfirmed_flags": [ "First Starship from 37 has no public NET." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "spacex-ksc-gigabay-florida", "name": "KSC Roberts Road Gigabay / HangarX (Starship integration)", "owner": "SpaceX", "lat": null, "lon": null, "coord_source": null, "location_text": "Kennedy Space Center (Roberts Road / HangarX), Florida, United States", "scope": "Starship vertical integration facility (Gigabay) next to HangarX. SpaceX updates: site prep begun; targeted complete and operational end of 2026. A co-located Starfactory-like manufacturing building is in design/planning. Until then, boosters/ships barge from Starbase.", "year_announced": 2025, "status": "construction", "planned_vs_active": "planned", "sources": [ { "url": "https://www.spacex.com/updates", "note": "Florida Gigabay site prep; operational target end-2026; future co-located manufacturing" }, { "url": "https://www.credaily.com/briefs/spacex-ipo-puts-its-us-expansion-real-estate-in-focus/", "note": "Florida NASA KSC / Cape, cumulative $1.8B capital investment (CRE, not a SpaceX IR line item)" } ], "unconfirmed_flags": [ "No public coords/building footprint this pass.", "End-2026 operational is a SpaceX target.", "$1.8B Florida cumulative is CRE Daily, not broken out as Gigabay-only." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "spacex-vandenberg-slc4e", "name": "Vandenberg SLC-4E (Falcon 9 polar)", "owner": "SpaceX", "lat": 34.6322, "lon": -120.61, "coord_source": "Standard SLC-4E coordinates (Wikipedia Vandenberg Space Launch Complex 4).", "location_text": "Vandenberg Space Force Base, California, United States", "scope": "West Coast Falcon 9 (and capable of Falcon Heavy) for polar/SSO, including Starlink. SLC-4W converted to Landing Zone 4. SpaceX also taking over former Delta IV SLC-6 (demolition/conversion; not a 2026 operational Starship pad).", "year_built_or_opened": 2013, "year_announced": 2011, "status": "operating", "utilization": "Active. Example: Starlink 17-50 on 18 Aug 2026 21:01 PDT, 100th SpaceX mission of 2026.", "planned_vs_active": "active", "sources": [ { "url": "https://spaceflightnow.com/2026/08/18/live-coverage-spacex-to-send-starlink-satellites-to-orbit-with-tuesday-night-launch-from-california/", "note": "SLC-4E Starlink 17-50" }, { "url": "https://www.space.com/space-exploration/launches-spacecraft/spacex-100-launches-2026-starlink-group-17-50-launch", "note": "100th 2026 mission" }, { "url": "https://en.wikipedia.org/wiki/Vandenberg_Space_Launch_Complex_4", "note": "Pad coords/history" } ], "unconfirmed_flags": [ "SLC-6 Starship/Falcon conversion status not independently dated this week." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "address": null }, { "id": "xai-colossus-1", "name": "Colossus 1 (Memphis / former Electrolux)", "owner": "xAI", "lat": 35.0600576, "lon": -90.1522248, "coord_source": "OSM Nominatim: 3231 Paul R. Lowry Road, Memphis, TN. Epoch/Wikipedia ~35.0597, -90.1564. Difference is geocoder vs campus centroid.", "location_text": "South Memphis, Tennessee, United States", "address": "3231 Paul R. Lowry Road, Memphis, TN 38109", "scope": "Industrial-scale AI training cluster in a converted Electrolux factory. Company Colossus page: built in 122 days, doubled to 200k H100s in 92 days (historical marketing). 6 May 2026 xAI post: Colossus 1 has over 220,000 NVIDIA GPUs (H100, H200, GB200). SpaceX S-1: COLOSSUS = this address; first cluster online in 122 days. Anthropic compute partnership uses Colossus 1.", "size": [ { "value": 220000, "unit": "GPUs", "metric": "company_stated_gpu_count", "qualifier": ">", "source": "https://x.ai/news/anthropic-compute-partnership", "unconfirmed": false, "note": "6 May 2026 company post: over 220,000 NVIDIA GPUs (H100, H200, GB200). Treat Colossus page 200,000 H100 as historical marketing." }, { "value": 1.0, "unit": "GW", "metric": "compute_power_colossus_plus_colossus_ii", "qualifier": null, "source": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "unconfirmed": false, "note": "S-1: Colossus + Colossus II collectively ~1.0 GW of compute power \u2014 not Colossus 1 alone." } ], "investment_estimate": { "usd": null, "year": 2025, "source": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "unconfirmed": false, "note": "S-1 AI-segment capex $12.727B FY2025 and $7.723B Q1 2026 is segment-level, not site-level." }, "year_built_or_opened": 2024, "year_announced": 2024, "status": "operating", "utilization": "Company historical: 150,000+ GPUs running with 99% uptime (Colossus marketing page). May 2026 Anthropic lease implies Colossus 1 capacity is being sold/used. Epoch estimates exist but are independent models.", "planned_vs_active": "active", "sources": [ { "url": "https://x.ai/colossus", "note": "Company marketing: 122 days, 200k H100, roadmap 1M GPUs" }, { "url": "https://x.ai/news/anthropic-compute-partnership", "note": "6 May 2026: Colossus 1 >220k NVIDIA GPUs" }, { "url": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "note": "S-1: address Paul R. Lowry Rd; 122-day first cluster; ~1.0 GW with Colossus II" }, { "url": "https://www.commercialappeal.com/story/money/business/development/2025/06/05/elon-musk-xai-supercomputer-grok-memphis-tn/83599473007/", "note": "3231 Paul R. Lowry; former Electrolux; Phoenix Investors; MLGW power agreements" }, { "url": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "note": "Independent tracker \u2014 estimates only" } ], "unconfirmed_flags": [ "Live GPU census as of 22 Aug 2026 is not on x.ai/colossus (still 200k H100 marketing).", "~1.0 GW is S-1 combined Colossus+II, not site 1 alone.", "Anthropic dollar terms (~$1.25B/month) are secondary S-1 coverage, not the xAI news post." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false } }, { "id": "xai-colossus-2", "name": "Colossus 2 / Macrohard (Tulane Road, Whitehaven)", "owner": "xAI", "lat": 34.9979829, "lon": -90.0348674, "coord_source": "OSM Nominatim: 5420 Tulane Road, Memphis, TN", "location_text": "Whitehaven, Memphis, Tennessee, United States (with associated generation/expansion in Southaven, MS)", "address": "5420 Tulane Road, Memphis, TN 38109", "scope": "Second Memphis-area gigawatt-scale training campus. S-1: COLOSSUS II = Memphis + Southaven, MS, part of a coherent gigawatt-scale cluster; first Colossus II cluster in 91 days. Grok 4.5 trained on tens of thousands of NVIDIA GB300 GPUs (company 16 Jul 2026). Series E: Colossus I+II to end 2026 with over one million H100-eq (forward-looking).", "size": [ { "value": 1.0, "unit": "GW", "metric": "compute_power_combined_with_colossus_1", "qualifier": null, "source": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "unconfirmed": false, "note": "Collective Colossus + II ~1.0 GW (S-1). Site-only MW not published by the company." } ], "investment_estimate": { "usd": null, "year": 2026, "source": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "unconfirmed": true, "note": "Epoch AI (updated 21 Aug 2026) models ~$35.8B capex for Colossus 2 \u2014 independent estimate, not company." }, "year_built_or_opened": 2026, "year_announced": 2025, "status": "ramping", "utilization": "S-1: first Colossus II cluster in 91 days. Epoch (estimate): ~110k B200 + 330k B300. Company has not published a 22 Aug 2026 GPU census.", "planned_vs_active": "mixed", "sources": [ { "url": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "note": "COLOSSUS II Memphis + Southaven; 91 days; ~1.0 GW with Colossus 1" }, { "url": "https://x.ai/news/series-e", "note": "6 Jan 2026: >1M H100-eq by year-end (target)" }, { "url": "https://x.ai/news/grok-4-5", "note": "Tens of thousands of GB300 GPUs" }, { "url": "https://www.commercialappeal.com/story/money/business/development/2025/06/05/elon-musk-xai-supercomputer-grok-memphis-tn/83599473007/", "note": "5420 Tulane Road Colossus 2 in city incentive ordinance" }, { "url": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "note": "Independent model 21 Aug 2026" } ], "unconfirmed_flags": [ "Site-only MW/GPU split vs Colossus 1 is not a company table.", "Epoch GPU/MW/$ figures are estimates.", "Macrohard rooftop branding is secondary/Wikipedia." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false } }, { "id": "xai-southaven", "name": "Colossus / Southaven power and compute campus", "owner": "xAI", "lat": 34.9843685, "lon": -90.0422537, "coord_source": "OSM Nominatim: 2875 Stanton Road, Southaven, MS (former Duke Energy site purchased by MZX Tech LLC, an xAI affiliate \u2014 Commercial Appeal).", "location_text": "Southaven, Mississippi, United States", "address": "2875 Stanton Road / Goodman Road East area, Southaven, MS", "scope": "S-1 includes Southaven as part of COLOSSUS II. Industrial compute + associated gas generation adjacent to TVA Southaven Combined Cycle Plant. Datacenters.com also lists MACROHARDRR / Southaven Data Center, Goodman Road East. Treat as the Mississippi leg of the Memphis gigawatt cluster, not a separate product factory.", "year_built_or_opened": 2025, "year_announced": 2025, "status": "ramping", "planned_vs_active": "mixed", "sources": [ { "url": "https://edgar-mirror.sec-api.io/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm", "note": "COLOSSUS II = Memphis + Southaven, MS" }, { "url": "https://www.commercialappeal.com/story/money/business/development/2025/06/05/elon-musk-xai-supercomputer-grok-memphis-tn/83599473007/", "note": "MZX Tech purchase 2875 Stanton Road" }, { "url": "https://www.datacenters.com/xai-colossus-1", "note": "Directory lists Southaven Goodman Road East" } ], "unconfirmed_flags": [ "How much of the 1.0 GW sits in Mississippi vs Tennessee is not a company split.", "Goodman Rd vs Stanton Rd may be adjacent parcels of one campus." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "utilization": null }, { "id": "neuralink-fremont", "name": "Neuralink Fremont (HQ / implant & R1 manufacturing)", "owner": "Neuralink", "lat": 37.5474052, "lon": -122.0687162, "coord_source": "OSM Nominatim: 7400 Paseo Padre Parkway, Fremont, CA", "location_text": "Fremont, California, United States", "address": "7400 Paseo Padre Parkway, Fremont, CA 94555", "scope": "Company HQ. R&D plus manufacturing of N1 implant and R1 surgical robot (investigational devices; not FDA-approved for commercial sale). Additional 48,000 sq ft lease extension at Ardenwood Research Center reported 21 Aug 2026 (The Registry). South San Francisco 144k sq ft lease is secondary and not confirmed as a factory floor.", "size": [ { "value": 48000, "unit": "sq_ft", "metric": "ardenwood_lease", "qualifier": null, "source": "https://news.theregistrysf.com/neuralink-extends-48000-sqft-fremont-lease-at-ardenwood-research-center-in-quarters-fourth-largest-life-science-deal/", "unconfirmed": false, "note": "Ardenwood Research Center lease extension; may be additional to Paseo Padre HQ." } ], "year_built_or_opened": 2022, "year_announced": 2020, "employees": { "count": 469, "date": "2026-03", "source": "https://www.reveliolabs.com/companies/neuralink/employees", "unconfirmed": true }, "status": "operating", "utilization": "Devices remain investigational. Company has not published implant/R1 unit output. 21 implanted trial participants as of 28 Jan 2026 (company blog) \u2014 that is clinical N, not factory throughput.", "planned_vs_active": "active", "sources": [ { "url": "https://neuralink.com/updates/two-years-of-telepathy/", "note": "21 participants; N1/R1 program; 0 serious device AEs as of 28 Jan 2026" }, { "url": "https://news.theregistrysf.com/neuralink-extends-48000-sqft-fremont-lease-at-ardenwood-research-center-in-quarters-fourth-largest-life-science-deal/", "note": "48k sq ft Ardenwood lease, 21 Aug 2026" }, { "url": "https://en.wikipedia.org/wiki/Neuralink", "note": "HQ Fremont; Del Valle plans" }, { "url": "https://www.reveliolabs.com/companies/neuralink/employees", "note": "Third-party 469 employees Mar 2026" } ], "unconfirmed_flags": [ "Paseo Padre building sq ft not published.", "469 employees is Revelio Labs scrape, not a company filing.", "Which building (Paseo Padre vs Ardenwood vs SSF) does implant SMT/cleanroom work is not on neuralink.com.", "Musk 2026 high-volume production comments are not a unit guide." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null } }, { "id": "neuralink-del-valle", "name": "Neuralink Del Valle / Austin manufacturing campus (ATX1)", "owner": "Neuralink", "lat": null, "lon": null, "coord_source": null, "location_text": "Del Valle, Travis County, Texas, United States (east of Giga Texas)", "address": "2200 Caldwell Lane, Del Valle, TX 78617", "scope": "Texas manufacturing/R&D campus. TDLR TABS2024022676: ATX1 new 3-story building, 112,000 ft2, offices + machine shop + cleanroom device manufacturing, $14.7M, scheduled complete 31 May 2025. Follow-on $8.2M TI converting 37,607 ft2 of shell to office/manufacturing (Mar-May 2026). 37-acre campus (Statesman).", "size": [ { "value": 112000, "unit": "sq_ft", "metric": "atx1_new_building", "qualifier": null, "source": "https://www.tdlr.texas.gov/TABS/Search/Project/TABS2024022676", "unconfirmed": false, "note": null }, { "value": 37607, "unit": "sq_ft", "metric": "third_floor_ti_manufacturing_office", "qualifier": null, "source": "https://www.mysanantonio.com/business/article/neuralink-elon-musk-austin-21342539.php", "unconfirmed": false, "note": null }, { "value": 37, "unit": "acres", "metric": "campus_land", "qualifier": null, "source": "https://www.mysanantonio.com/business/article/neuralink-elon-musk-austin-21342539.php", "unconfirmed": true, "note": "Statesman/MySA: 37-acre campus" } ], "investment_estimate": { "usd": 14700000, "year": 2024, "source": "https://www.tdlr.texas.gov/TABS/Search/Project/TABS2024022676", "unconfirmed": false, "note": "TDLR estimated cost for ATX1 new construction only. Additional ~$8.2M TI in 2026. Not a full campus cumulative." }, "year_built_or_opened": 2025, "year_announced": 2024, "status": "operating", "utilization": "Cleanroom device manufacturing intended. No Neuralink-published unit rate. Flyover video 13 Jun 2026 shows continued construction/site work (third-party).", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.tdlr.texas.gov/TABS/Search/Project/TABS2024022676", "note": "ATX1 112,000 ft2, $14.7M, cleanroom device manufacturing, 2200 Caldwell Ln" }, { "url": "https://www.mysanantonio.com/business/article/neuralink-elon-musk-austin-21342539.php", "note": "$8.2M TI 37,607 ft2; 37-acre campus" }, { "url": "https://finance.yahoo.com/news/elon-musks-neuralink-expand-austin-110000203.html", "note": "Austin American-Statesman: construction underway, new hires" } ], "unconfirmed_flags": [ "Nominatim did not return 2200 Caldwell Lane; coords left null.", "Whether ATX1 actually hit the 31 May 2025 TDLR completion date not independently verified beyond the filing.", "No employee count for this campus." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false } }, { "id": "boring-bastrop-factory", "name": "The Boring Company Bastrop (TBM / Prufrock factory + R&D HQ)", "owner": "Boring", "lat": 30.1533218, "lon": -97.4047392, "coord_source": "OSM Nominatim: 130 Walker Watson Road, Bastrop, TX. Adjacent to SpaceX Bastrop / FM 1209 campus (PT6 pedestrian tunnel connects SpaceX to Hyperloop Plaza per TBC).", "location_text": "Bastrop, Texas, United States", "address": "130 Walker Watson Road / FM 1209 area, Bastrop, TX", "scope": "Primary Prufrock TBM manufacturing (Boring Factory) and R&D tunnels (PT4 Hyperloop test, PT5/PT6 ZPIT). Host of 2026 Not-a-Boring Competition. Company: 7 R&D tunnels in Hawthorne, Adelanto, and Bastrop.", "year_built_or_opened": 2021, "year_announced": 2020, "status": "operating", "utilization": "Prufrock-5 demonstrated on a live test tunnel at the 2026 student competition (company/event coverage). No TBM/year rate published.", "planned_vs_active": "active", "sources": [ { "url": "https://www.boringcompany.com/rdtunnel", "note": "7 R&D tunnels; Bastrop PT4/PT5/PT6; Hyperloop test; pedestrian tunnel to SpaceX" }, { "url": "https://www.boringcompany.com/prufrock", "note": "Prufrock targets >1 mile/week, <$8M/mile; Prufrock-4 continuous mining + ZPIT" }, { "url": "https://www.basenor.com/blogs/news/boring-companys-2026-not-a-boring-competition-kicks-off-in-bastrop", "note": "Bastrop R&D HQ; factory floor tour; Prufrock-5" } ], "unconfirmed_flags": [ "No public floor area or TBM production rate.", "Company-wide employee counts from LinkedIn scrapes are not used.", "130 Walker Watson vs FM 1209: adjacent parcels; pin may be office vs factory hall." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [] }, { "id": "boring-vegas-loop", "name": "Vegas Loop (operational tunnel system)", "owner": "Boring", "lat": 36.1333986, "lon": -115.1602097, "coord_source": "OSM Nominatim: Vegas Loop, Las Vegas Convention Center", "location_text": "Las Vegas / Clark County, Nevada, United States", "scope": "Operating underground Loop (Tesla vehicles, human drivers). Industrial tunneling + operations, not a TBM factory. Company projects page (fetched 22 Aug 2026): >4 million passengers, 11 open stations; entitled 68 miles / 104 stations. LVCC original 1.7 mi, 3 stations, ~$47M firm-fixed, opened Apr 2021.", "size": [ { "value": 68, "unit": "miles", "metric": "entitled_tunnel_length", "qualifier": null, "source": "https://www.boringcompany.com/projects", "unconfirmed": false, "note": "Entitled, not built." }, { "value": 11, "unit": "stations", "metric": "open_stations", "qualifier": null, "source": "https://www.boringcompany.com/projects", "unconfirmed": false, "note": null } ], "investment_estimate": { "usd": 47000000, "year": 2021, "source": "https://www.boringcompany.com/projects", "unconfirmed": false, "note": "LVCC Loop original segment ~$47M firm-fixed. Not system-wide cumulative." }, "year_built_or_opened": 2021, "year_announced": 2018, "status": "operating", "utilization": "Company: original LVCC peak >4,500 pax/h and >32,000 pax/day. System still expanding (Prufrock-2 2.28-mile drive Mar 2026 per company X via Teslarati). Airport T1/T3 listed open on projects page.", "planned_vs_active": "mixed", "sources": [ { "url": "https://www.boringcompany.com/projects", "note": "4M+ pax, 11 stations, 68 mi / 104 stations entitled, LVCC $47M" } ], "unconfirmed_flags": [ "Miles actually bored vs 68 mi entitled not tabulated on the projects page.", "Nashville FAQ still quotes older Vegas ridership (3.3M / 8 stations) \u2014 do not mix dates." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "address": null }, { "id": "boring-nashville-music-city", "name": "Music City Loop (Nashville)", "owner": "Boring", "lat": 36.166, "lon": -86.784, "coord_source": "Approximate: Tennessee State Capitol / Lot 16 first TBM launch (company FAQ). Not a surveyed portal pin.", "location_text": "Nashville, Tennessee, United States", "scope": "Under-construction ~25-mile twin 12-ft ID tunnel Loop, downtown/MCC/Lower Broadway to West End to BNA. 100% privately funded. Two Prufrock TBMs (MB1, MB2) tunneling as of Aug 2026; MB3 expected September (company X / Tennessee Star 20 Aug). >40 stations in design. Industrial construction site, not a TBM plant.", "size": [ { "value": 25, "unit": "miles", "metric": "planned_tunnel_length", "qualifier": "~", "source": "https://www.boringcompany.com/music-city-loop", "unconfirmed": false, "note": null } ], "investment_estimate": { "usd": null, "year": 2026, "source": "https://www.boringcompany.com/music-city-loop", "unconfirmed": false, "note": "Company FAQ: total cost a few hundred million; no exact USD." }, "year_announced": 2024, "status": "construction", "utilization": "Two TBMs on-site and tunneling (FAQ 14 Aug 2026). Passenger-open date not on FAQ; local press cites early/spring 2027.", "planned_vs_active": "planned", "sources": [ { "url": "https://www.boringcompany.com/music-city-loop", "note": "FAQ updated 14 Aug 2026: ~25 miles, two TBMs, >40 stations, privately funded" }, { "url": "https://www.boringcompany.com/projects", "note": "Music City under construction" }, { "url": "https://tennesseestar.com/news/the-boring-company-announces-nashville-hiring-event-for-music-city-loop/khousler/2026/08/20/", "note": "Hiring 28 Aug; MB1/MB2 running; MB3 expected September" }, { "url": "https://www.boringcompany.com/blogaugust2026", "note": "1 Aug 2026 company blog" } ], "unconfirmed_flags": [ "Capitol-area coordinates are approximate.", "A few hundred million is qualitative.", "2027 passenger service is press, not TBC FAQ." ], "as_of": "2026-08-22", "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_built_or_opened": null, "address": null }, { "id": "boring-dubai-loop", "name": "Dubai Loop (RTA pilot)", "owner": "Boring", "lat": null, "lon": null, "coord_source": null, "location_text": "Dubai, United Arab Emirates", "scope": "Construction contract with Dubai RTA. Pilot 6.4 km, 4 stations. Company: construction to begin late 2026. Status on projects page: Under Contract (not yet under construction).", "size": [ { "value": 6.4, "unit": "km", "metric": "pilot_length", "qualifier": null, "source": "https://www.boringcompany.com/projects", "unconfirmed": false, "note": null } ], "year_announced": 2025, "status": "planned", "planned_vs_active": "planned", "sources": [ { "url": "https://www.boringcompany.com/projects", "note": "Dubai 6.4 km / 4 stations, construction to begin late 2026, Under Contract" } ], "unconfirmed_flags": [ "No public coordinates or investment figure on boringcompany.com." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "year_built_or_opened": null, "utilization": null, "address": null }, { "id": "boring-hawthorne-rd", "name": "Boring Company Hawthorne R&D tunnels", "owner": "Boring", "lat": 33.9203632, "lon": -118.3280267, "coord_source": "Adjacent to SpaceX Hawthorne (company originated as SpaceX spinout; test tunnel on land next to SpaceX HQ). Pin is SpaceX Hawthorne, not a surveyed TBC portal.", "location_text": "Hawthorne, California, United States", "scope": "Early R&D tunnels (part of the 7 tunnels / 3 cities). Historical test tunnel opened to the public Dec 2018. Not a TBM production plant.", "year_built_or_opened": 2018, "year_announced": 2017, "status": "operating", "planned_vs_active": "active", "sources": [ { "url": "https://www.boringcompany.com/rdtunnel", "note": "Hawthorne CA among R&D tunnel locations" }, { "url": "https://en.wikipedia.org/wiki/The_Boring_Company", "note": "Hawthorne test tunnel history" } ], "unconfirmed_flags": [ "Coords are SpaceX Hawthorne proxy.", "2026 activity level (active R&D vs mothballed tourist tunnel) not detailed on the current R&D page." ], "as_of": "2026-08-22", "investment_estimate": { "usd": null, "year": null, "source": null, "unconfirmed": false, "note": null }, "employees": { "count": null, "date": null, "source": null, "unconfirmed": false }, "size": [], "utilization": null, "address": null } ] }