Tesla reportedly plans to build factories in multiple states across the U.S. to expand its solar cell manufacturing footprint

CryptocurrencySniper · 2026-02-06T17:07:01+00:00

Tesla is currently evaluating multiple locations across the United States and plans to expand its solar cell manufacturing business with a goal of achieving an annual production of 100 gigawatts within three years. The plan includes increasing the capacity of the Buffalo factory and potentially building a new plant in New York in the long term. Analysis indicates that demand for artificial intelligence is driving Tesla's return to the solar energy sector.

CryptocurrencySniper

2026-02-06 17:07:01

Abstract generation in progress

Latest news indicates that Tesla is evaluating multiple sites in the United States to expand its solar cell manufacturing business.

Last month, Tesla CEO Elon Musk stated at the World Economic Forum in Davos, Switzerland, that SpaceX and Tesla are simultaneously working to increase solar capacity, aiming to achieve 100 gigawatts of solar manufacturing capacity annually within the next three years.

This means that Tesla is turning what once sounded like a “moon landing plan” into a real industrial project.

Sources familiar with the matter revealed that part of the plan involves expanding the capacity at its Buffalo, New York factory, which is expected to increase to 10 gigawatts. One person said that in the longer term, the company might also build a second factory in New York.

The sources added that Arizona and Idaho are also on the shortlist. The project is led by Tesla Vice President Bonne Eggleston, who recently posted a job listing on LinkedIn recruiting staff for solar manufacturing positions.

Analysts believe that the nearly “endless” demand for electricity driven by artificial intelligence is once again prompting Musk to shift focus back to solar energy—Tesla’s previous attempts in this field did not realize the grand vision he initially envisioned.

Musk previously stated at Davos that Tesla’s goal is to produce 100 gigawatts of solar cells annually to power data centers on Earth and in space. He also mentioned during last month’s earnings call that “the opportunity for solar is underestimated.”

If this goal is achieved, Tesla will easily become the largest solar manufacturer in the United States. Currently, the industry leader First Solar is expected to increase its domestic capacity to 14 gigawatts this year.

In 2016, Tesla acquired the struggling SolarCity for about $2 billion. Musk mentioned in his “Grand Plan 2.0” that “building stunning solar roofs” is as important to Tesla’s mission as expanding its electric vehicle lineup.

However, Tesla’s “Solar Roof” product has never managed to break out of the niche market.

(Source: Cailian Press)

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