According to Sawyer Merritt on X, Tesla’s Q1 report beat expectations on revenue, EPS, gross margin, free cash flow, and net income, while posting record new Full Self-Driving (FSD) subscriptions and confirming that its next-gen AI training stack, Cortex 2, is already training; Optimus factory construction has begun at Giga Texas and Cybercab production has started (as reported by Sawyer Merritt, citing Tesla’s Q1 disclosures). From an AI-industry perspective, these updates signal accelerated end-to-end autonomy development and vertical integration: record FSD subscriptions validate product-market fit for subscription-based autonomy, expanding high-margin recurring revenue; Cortex 2 training implies larger, more efficient perception and planning models for supervised autonomy, potentially reducing edge-case intervention; Optimus factory progress indicates scaling humanoid robotics with on-device inference; and Cybercab production suggests a path toward robotaxi services leveraging Tesla’s in-house datasets, Dojo-class compute, and fleet learning (according to Sawyer Merritt and Tesla’s Q1 materials). For businesses, the near-term opportunities include AI data pipeline tooling, simulation and evaluation frameworks for autonomy, and component ecosystems for edge inference in robotics; enterprise partners may benefit from integration with Tesla’s mapping, telematics, and charging networks if Tesla opens APIs or partnerships, while investors should watch FSD take rates, AI training efficiency metrics, and unit economics of autonomy services as leading indicators (as reported by Sawyer Merritt referencing Tesla’s Q1 update).

According to Joe Tegtmeyer on X, Tesla has installed approximately 150 Megapacks at Giga Texas to power the 500MW Cortex 2 GPU cluster, which will be dedicated to training the Optimus AI robot. The site, expected to come online in mid-2026, is rapidly expanding its battery storage and energy infrastructure, including the installation of a sixth large transformer and preparations for additional A-frame structures. As reported by Sawyer Merritt, the facility could eventually support up to 250 Megapacks at Cortex 2 and over 400 Megapacks across the entire Giga Texas site, reflecting Tesla's significant investment in AI model training capacity and sustainable energy solutions for large-scale data centers.

According to Joe Tegtmeyer on Twitter, Tesla has delivered new Megapack units to Giga Texas, specifically for the Cortex 2 GPU cluster building that will train the Optimus robot. As reported by Tegtmeyer, 48 out of 62 delivered Megapacks have been installed at Cortex 2 using large-scale Sarens cranes, with capacity for up to three times more units. This expansion is in addition to 140 Megapacks already deployed at two other Giga Texas locations, including one dedicated to the Cortex 1 cluster. The total installation could reach approximately 300 Megapacks, potentially making Giga Texas one of the world's largest battery storage sites. According to Tegtmeyer, the total energy capacity may reach around 1,170 MWh with a total power capacity of about 300 MW, ensuring robust support for Tesla’s AI data centers and Optimus model training operations.

According to Sawyer Merritt, Tesla has begun delivering new Megapacks to Giga Texas to support the Cortex 2 GPU cluster building, which is expected to eventually host several hundred Megapack units (source: Sawyer Merritt on Twitter). This large-scale deployment of Tesla Megapacks will provide robust and sustainable energy storage critical for powering high-density AI compute clusters, enabling continuous operation and reducing reliance on grid power. For AI businesses, this signals a growing trend of integrating advanced energy solutions with AI infrastructure, opening opportunities for scalable, energy-efficient data centers and edge AI applications.