Tesla Plans U.S. Solar Cell Build-Out to Hit 100 GW AI Power Goal
Tesla is scouting U.S. sites in New York, Arizona and Idaho to expand its solar cell capacity to support Elon Musk’s goal of 100 GW annual production for AI data centers. The company may boost Buffalo output to 10 GW and is hiring domestic solar manufacturing roles under VP Bonne Eggleston’s direction.
1. U.S. Manufacturing Push
Tesla has begun scouting multiple U.S. locations—including sites in New York, Arizona and Idaho—to build solar cell factories. The move underpins Elon Musk’s vision to produce 100 GW of solar cells annually for AI data centers on Earth and in space.
2. Buffalo Expansion Potential
The company is evaluating an expansion of its Buffalo, New York facility to lift production to about 10 GW per year. Discussions are also underway for a possible second New York plant, with domestic hiring for solar‐manufacturing roles already in progress.
3. Strategic AI Power Link
Musk envisions solar output dwarfing current U.S. capacity to address the AI industry’s escalating energy crunch. Senior executives, led by VP Bonne Eggleston, tie this expansion directly to future revenue from supplying hyperscalers and data-center operators.