Two companies each target 100 gigawatts a year of solar capacity

Claim

Musk said SpaceX and Tesla are each building 100 gigawatts a year of solar capacity, with in-house casting pulling gas turbines forward 18 months since casting blades and vanes is the most significant limiting factor for power until solar AI satellites are launched at scale.

Reported metric: 100 GW/year each

Reporting date: 2026-08-31 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

• Welcome to August 31, 2026 (theinnermostloop.substack.com)