ComputeLabs Research
SpaceX and Tesla are each building annual solar-manufacturing capacity targeting 100 gigawatts.
· ComputeLabs Research · from the August 30, 2026 edition
Elon Musk said SpaceX and Tesla are each building solar-manufacturing capacity at an annualized target of 100 gigawatts. The statement describes separate capacity targets for the two companies rather than a combined 100-gigawatt figure.
Musk said both companies were proceeding as rapidly as possible. The source does not specify whether the planned capacity covers solar cells, modules, integrated systems or another manufacturing stage.
The report does not provide factory locations, capital expenditure, equipment orders, current installed capacity, construction milestones or target completion dates. Consequently, the 100-gigawatt figures remain stated annual manufacturing targets rather than verified operating output.
In the same statement, Musk said natural gas would remain necessary for several years to supplement and guide solar generation. No corresponding gas-generation capacity target was provided.
Additional reporting
- Financial_Express(t.me)
- SpaceX
- Tesla

