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Released June 25, 2025 | SUGAR LAND
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Researched by Industrial Info Resources (Sugar Land, Texas)--Tesla Incorporated (Austin, Texas) plans to invest about $8 billion in capital expenditures (capex) for U.S. manufacturing and infrastructure this year, after investing about $10 billion in 2024, according to a post on X. Industrial Info is tracking $8.9 billion worth of active and planned projects from Tesla in the U.S., as the company continues to build out its electric vehicle (EV) and energy-storage segments as well as data center capacity to support artificial intelligence (AI).

Tesla added it has spent about $44 billion since the company's founding in 2003.

The company did not indicate where it planned to allocate the 2025 capex, but Industrial Info is tracking projects across its various lines of business.

This includes the $3.6 billion expansion of its gigafactory in Sparks, Nevada, which entails constructing two buildings totaling approximately 4,000,000 square feet: one for the manufacture of Tesla's heavy-duty semi-trucks and another for battery production. Chief Executive Officer Elon Musk has said mass production of semi-trucks at the site would begin in 2026. Meanwhile, the battery plant is designed to produce 100 gigawatt-hours of batteries per year, or enough for about 1.5 million light-duty vehicles annually; media reporting from last month indicates the company is set to hire more than 1,000 workers to support battery production.

Subscribers to Industrial Info's Global Market Intelligence (GMI) Project Database can learn more by viewing the project report.

That's not the only Tesla project involving batteries and vehicles. Two such projects wrapping up are at the company's site on the outskirts of Austin, Texas: the construction of a battery cathode plant will support Tesla's 4680 battery cell production, which is what will be manufactured at the Nevada plant, accelerating the output of Tesla's Model Y and Cybertruck models at the Texas plant. Meanwhile, a battery plant will manufacture batteries for the Cybertruck, Semi, Roadster 2 and Model Y. Subscribers can read more information on the battery cathode and battery cell projects.

Industrial Info also is tracking projects from Tesla aimed at building out its other segments, including energy storage. Later this summer, Tesla expects to begin converting a former warehouse in Brookshire, Texas, into a new manufacturing facility for its Megapack batteries used in battery energy storage systems across the country. Subscribers can click here to read the project report.

In another post on X in mid-June, Tesla Vice President of Supply Chain Sendil Palani said, "the physical reality behind our U.S. investments is even more staggering than the numbers." He highlighted several developments over the years, including building its energy storage-battery plant in Lathrop, California--which recently reached a production milestone of 15,000 Megapack batteries.

During the company's first-quarter earnings conference call in April, Musk discussed how important those batteries are to the energy industry: "The Megapack enables utility companies to output far more total energy than would otherwise be the case... This is a massive unlock on total energy output of any given grid over the course of a year. And utility companies are beginning to realize this and are buying in our Megapacks at scale."

Tesla also aims to expand a data center in Austin which houses the company's AI hardware. The expansion aims to expand the data center's load capacity by 380 megawatts, to provide more than 500 megawatts, in support of Tesla's Dojo supercomputer--which is specifically designed to train AI models for the company's full self-driving system--and other AI applications.

"The project aims to significantly expand Tesla's computational capabilities for AI development and operations," according to a project case study from electrical and mechanical infrastructure contractor C20 Americas (Houston, Texas). Subscribers can click here for more information on the project, which is in its planning stages.

Subscribers to the GMI Database can click here for all project reports mentioned in this article and click here for related plant profiles.

Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, IIR is tracking over 200,000 current and future projects worth $17.8 Trillion (USD).

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