Tesla Plans 100 GW Annual Solar Manufacturing Expansion in the U.S.

On February 14, 2026, Tesla signaled plans to scale its U.S. solar manufacturing to as much as 100 gigawatts of annual capacity, a level that would surpass current domestic panel output. The initiative would deepen Tesla's shift beyond electric vehicles into energy generation and storage, while raising questions for investors about capital needs, execution risk, and pressure on its core automotive margins.