Tesla Secures $9 Billion in Megapack Orders, Launches AI Home Energy Platform
Tesla has secured more than $9 billion in new Megapack utility-scale energy storage orders over the past six weeks, bringing the total contracted battery capacity to more than 43 GWh. At the same time, the company introduced an AI-powered residential energy management platform, marking its most significant expansion into home energy optimization.
Megapack Orders Drive Energy Storage Growth
The surge in Megapack orders highlights rising demand for grid-scale battery storage as utilities expand renewable energy integration. Among the biggest agreements is a multi-year partnership with NatPower, signed on June 23, to deploy more than 25 GWh of battery storage across Italy and the United Kingdom. Consequently, the deal ranks among Europe’s largest cross-border energy storage projects.
Tesla will supply Megapack units while managing engineering, procurement, and construction. Additionally, the company will optimize energy trading through its Autobidder platform.
The partnership will initially cover five projects. Moreover, both companies aim to expand deployment beyond 100 GWh with a construction budget of $4 billion to $5 billion. They also expect the collaboration to generate more than $15 billion in revenue over the next 20 years.
AI Platform Expands Home Energy Management
On July 6, Tesla launched Tesla Home, a residential energy management system powered by its AI engine, Opticaster. The software comes standard with every Powerwall and requires no additional hardware.
Opticaster predicts household electricity consumption and solar energy generation. It then shifts energy use to off-peak hours, charges batteries when electricity prices are lower, and sells stored energy during periods of peak demand through virtual power plant programs.
Furthermore, Tesla Home integrates existing Powerwall units, solar panels, Solar Roof systems, and Wall Connector installations into a single platform managed through the Tesla app. According to Tesla, Opticaster has logged more than 100 million operational hours across the global Powerwall fleet.
Energy Division Maintains Strong Momentum
Meanwhile, Tesla’s energy business continues to record strong growth. The company deployed 13.5 GWh of energy storage products during the second quarter of 2026. That figure represents a 40% increase from 9.6 GWh a year earlier and a 53% rise from 8.8 GWh in the first quarter of 2026.
Additionally, the quarter marked Tesla’s second-highest energy storage deployment on record, trailing only the 14.2 GWh achieved in the fourth quarter of 2025. The company plans to release its full second-quarter financial results on July 22.
