Tesla increased its spending on domestic production and infrastructure projects to around 10 billion US dollars in the past fiscal year and is already announcing another 8 billion dollars for the current fiscal year. This continues the manufacturer's course of consistently expanding manufacturing, battery cells, energy, and AI capacities in the USA.
Where Tesla is currently investing
California
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Fremont: formerly NUMMI plant, now the most productive US car factory
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Lathrop: Megapack plant, largest utility battery project in North America
Nevada
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Reno: Gigafactory with Panasonic, centerpiece for 2170 cells & drives
Texas
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Austin: Giga Texas – vehicle assembly, in-house 4680 cells, Cortex supercluster for AI training
New York
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Buffalo: Solar Roof, Powerwall and Wall Connector manufacturing, Dojo supercomputer
More than cars: vertical integration made in USA
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Batteries: 4680 lines and Megapack scaling secure supply chains
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Energy: expansion of stationary storage production for grid stabilization
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Autonomy & AI: Dojo and Cortex clusters accelerate FSD development
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Charging network: largest Supercharger network in the USA, now partially open to other brands
Significance for German readers
For European customers, Tesla's US focus remains a signal: know-how, cell technology, and FSD software are increasingly being developed in-house, which ensures stable supply volumes and faster feature rollouts in the long term – even for vehicles manufactured in Berlin. At the same time, US production strengthens Tesla's negotiating position against Chinese suppliers, which can indirectly reduce risks for the local supply chain.
Outlook
With the planned $8 billion, Tesla will further deepen its US commitment. New cell factories, AI data centers, and possible Cybercab production could bring additional economies of scale as early as 2026. For German buyers, this means: Tesla's pace of innovation remains high – and future model updates are likely to arrive quickly at the Gigafactory Berlin.
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