2026년 2월 6일 · Unknown · financial · 출처 Yahoo Finance
(Bloomberg) — Tesla Inc. (TSLA) isn’t waiting around to see if Elon Musk’s 100-gigawatt solar ambition is feasible — it’s already acting on it. The company is evaluating multiple sites across the US to begin manufacturing solar cells, according to people familiar with the matter, turning what sounded like a moonshot just weeks ago into an active industrial push.
One component of the plan: expanding production at its Buffalo, New York, factory, said the people, who weren’t authorized to speak publicly. Capacity there could reach 10 gigawatts, they said, which would be equivalent to 10 nuclear plants.
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Longer-term, another scenario would involve building a second facility in New York state, one of the people said.
Arizona and Idaho are among other locations under consideration, the people said. The effort is being led by Tesla Vice President Bonne Eggleston, who recently posted on LinkedIn he was hiring for domestic solar-manufacturing jobs.
AI’s insatiable appetite for electricity is again spurring Musk to prioritize solar after the company’s earlier efforts failed to realize the ambitions he outlined. Solar cells are thin wafers used in the manufacture of solar panels.
Musk and representatives for Tesla didn’t immediately respond to requests for comment.
“We can neither confirm nor deny companies we are currently working with and do not discuss open or potential projects,” said Jeremy Chase, tourism and marketing administrator for the Idaho Department of Commerce, in an email.
The New York Empire State Development and the Arizona governor’s office didn’t immediately respond to requests for comment. A spokesperson for the New York governor’s office said it hadn’t engaged with Tesla yet on the issue.
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Musk said last month that Tesla is aiming to produce 100 gigawatts of solar cells annually to power data centers on Earth and in space. Achieving that target would easily make Tesla the biggest US solar maker. The current leader, First Solar Inc., expects to boost US output capacity to 14 gigawatts this year.
“The solar opportunity is underestimated,” Musk said during Tesla’s earnings call last month.
In 2016, Tesla acquired SolarCity, a struggling company that Musk chaired and was run by his cousins for roughly $2 billion. Musk argued in his “Master Plan Part Deux” that “creating stunning solar roofs” was as much a part of Tesla’s mission as expanding the vehicle product line.
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Tesla’s “Solar Roof” product failed to grow beyond a niche set of homeowners.
US Solar Manufacturing
Musk’s latest vision is focused on solar cells — a market segment dominated by China.
The US produces about 3 gigawatts of cells annually, according to BloombergNEF. Most of the country’s solar manufacturing is focused on panels. Sign up for the Yahoo Finance Morning Brief By subscribing, you are agreeing to Yahoo's 條款 and 私隱政策
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The US solar manufacturing industry has struggled to get off the ground despite tariffs placed on Chinese imports. President Donald Trump has also moved to slow solar demand by rolling back incentives.
Musk’s team from SpaceX and Tesla recently visited solar companies in China to inquire about manufacturing equipment, according to recent local news reports.
—With assistance from Brian Eckhouse.
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