Part 6/12:
Tesla’s energy division is another major pillar poised for explosive growth. Generating approximately $3.5 billion quarterly at a healthy 30% operating margin, this segment involves battery systems for grids, data centers, and various storage solutions.
In particular, Tesla’s MegaPack projects are transforming grid stabilization and renewable energy deployment. As AI demands rocket, the need for reliable, scalable energy storage becomes critical—especially given the grid's current inability to handle the energy spike associated with large-scale AI training and inference.