Elon Musk’s ecosystem begins to exhibit an integration where each company enhances the rest, creating a virtuous circle that triggers several industries at the same time.
Tesla’s megabaterías Now feed The superordination Colossus XAI in Memphis, with 150 megawatts. Initially it worked with gas turbines (With much controversy and without permits), But the use of megapacks points to a transition to a more sustainable model.
It is more than a synergy: Tesla provides sustainable energy that allows Xai to develop AI … which will then be integrated into Tesla vehicles. The circle closes.
In figures. Financial and technical connections between Musk companies make it clear that this is not a coincidence but strategy, with investments that unite the destinations of these companies.
- XAI invested 230 million dollars in Tesla Megapacks between January 2024 and February 2025.
- Colossus has 200,000 gpus NVIDIA H100with plans to reach a million.
- Completed phase two at the end of 2025, the system will consume 300 MW, sufficient for 300,000 homes.
Turning point. The Energy Division of Tesla has gone from being a secondary business to a key piece in Musk’s strategy to master several industries. Tesla Energy declared an interannual 156% increase in the first quarter of 2025, displaying 10.4 GWh of storage.
Just at the time the need to have energy support for critical infrastructure, such as data centers for AI grows.
Between the lines. There were critical voices that They questioned the use of gas turbines in Colossusbut the progressive introduction of Megapacks is a strategy oriented to energy self -sufficiency and a lower dependence on fossil fuels.
The Tesla-XAI connection allows Musk to reduce external units and save a lot of money in certain components. As with The dojo chips and the 4680 batteriesthe goal is to control the entire supply chain. This integration gives technological independence, but it is also a competitive advantage over rivals that depend on external suppliers.
And now what. The next logical step is to integrate the capabilities of Xai directly into Tesla products, closing the circle definitely. And the Dojo chips could face mass production at the end of the year to reduce NVIDIA dependence.
The predictable result: smarter tesla cars, developed with the same AI systems that feed on Tesla batteries. Possibly that scenario would be the greatest vertical technological integration seen so far.
Outstanding image | Tesla
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