MC3OZ
Active Member
Giga Nevada was supposed to do up to 150GWh of packs, so with further space improvements from DBE and other factors, maybe they could get close? Maybe not quite a TWh, but like 500GWh or something on along those lines?
Also, could it be that Battery & Powertrain Investor Day was postponed (partly) because they were waiting for further progress on their battery production facility?
An argument could also be made for starting fresh with a new efficient design like they've done with Giga 3? And then use the Nevada facility for other purposes such as Semi and Cybertruck.
I'm expecting Giga Nevada might expand cell production for Model 3, Model Y, Semi and energy storage.... I also think the Semi may be produced there...
With DBE they may no longer need he same size of factory as no drying overs, and less space is needed and depending on logistics may favour multiple smaller factories....
I think also the timing of the Investor Day is timed to feature an actual demonstration, if it was a PowerPoint they could do it anytime.