In this video I discuss the next generation of Megapack. This is sometime in the future, not arriving in any numbers before 2026.
This is an important solution in an increasingly competitive market. When looking at the bottlenecks that AI and data centers are causing, Tesla is looking at helping to alleviate a big one.
▶️ 3Speak
I guess you can really see how Elon's plans are starting to look and come together. I guess 2026 is arguably too far into the future for the rising needs right now, but it would definitely help the expected high energy requirements. If almost all AI companies get their own Megapack, that will be huge for Tesla.
Tesla's Energy Division gross profit of 84% QoQ and 166% YoY is super impressive - I really wish they had gone into way more detail on how they generated such high earnings and where they expect growth to go from here.
I wish they broke things out more.
With energy, I would prefer a breakdown of Megapacks compared to Power Wall even if it is just the total GW of each sold.
I think they are looking for a greater than 100% growth YoY from 2023. The Megapacks can be a bit lumpy since the contract revenue is applied differently.
I think if more effort is pulled than you know it this can really occur even before the predicted time