According to Sawyer Merritt, Tesla has launched its own residential solar panels (TSP-415 and TSP-420), marking a major shift toward a proprietary ecosystem that unifies Tesla’s inverter, Powerwall battery, EV charging, and vehicles. As reported by Sawyer Merritt, the new modules, assembled at Tesla’s Gigafactory in New York, address rooftop solar challenges such as shading and installation friction, while also eliminating the company’s previous reliance on third-party solar panels. Tesla's Buffalo facility is scaling to an initial annual capacity exceeding 300 MW, signaling significant business opportunities in the residential energy market and further strengthening Tesla’s end-to-end energy solution, according to Tesla Energy’s Colby Hastings.

According to Sawyer Merritt, Tesla has unveiled a new installed annual manufacturing capacity chart that now comprehensively includes all facilities for Megapack, Powerwall, Cybercab, and the Optimus robot. This update reflects Tesla's growing integration of AI-driven robotics, such as Optimus, into its production ecosystem, which signals a strategic expansion of AI applications beyond vehicles and into advanced manufacturing and energy storage solutions. The inclusion of Optimus emphasizes Tesla’s commitment to leveraging robotics and machine learning for operational efficiency and scaling business opportunities, as reported by Sawyer Merritt.