No One Sees Tesla's New Insane Product Coming: What Most Narratives Miss

Their big AI training cluster in Texas, the one they call Cortex, runs on something like 67,000 Nvidia GPUs, which is Nvidia silicon, not Tesla's. On June 18th of 2026, Tesla filed a trademark with the US Patent Office for a product called Megapod, serial number 99893717. Tesla has its own AI chip now called AI 5. It taped out, meaning that the design got finalized and sent to the factory to get built in April of 2026, about 2 years late, which is roughly on time for Mr. That's the giant expensive part, the 67,000 GPUs sitting in a warehouse. For example, on June 23rd of 2026, Tesla signed a deal with a company called Net Power to put 25 GW hours of Megapack storage across Italy and the UK. That first phase alone is more than half of every battery Tesla deployed in the entire world in all of 2026. The full program is over 100 GW hours, north of $15 billion over its life.

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