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Tesla Gigafactory 1 building permit reveals $28M “Section G” expansion

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New building permits filed by Tesla reveal that the Elon Musk-led Silicon Valley tech company that’s building a massive battery production facility outside of Reno has begun to expand Gigafactory 1 with a new section titled “Section G”. Filings obtained by BuildZoom, show a new permit was issued on April 13, 2017 for new construction on a $28M project taking place on a parcel of land adjoining the main building.

The expansion adds to the already $1 billion in construction costs at Gigafactory 1 since the project began in 2014. Tesla announced through a press release earlier in the year that the Gigafactory at the time was less than 30 percent of the expected total size of the facility. “Already, the current structure has a footprint of 1.9 million square feet, which houses 4.9 million square feet of operational space across several floors.” said Tesla at the time. “We are still less than 30 percent done. Once complete, we expect the Gigafactory to be the biggest building in the world.”

Of note from the 26 new permits issued by the Storey County Community Development center between March and April, is a new construction permit for a “m3 dispense cell” project valued at $500,000. It’s not clear whether this is related to the company’s highly anticipated Model 3 sedan due to arrive in July.

Other permits of interest are as follows, courtesy of BuildZoom:
  • An Air Separation Plant to separate air into Nitrogen, Oxygen, and its other components  ($2.2 million)
  • An AT&T Cell tower ($350 thousand)
  • A Verizon in building distribution antenna ($1.1 million)
  • Two skid mounted hot oil heating systems ($18.7 million)

With only one month left before invited Model S and Model X owners will bear witness to the final version of Tesla’s mass market sedan through a ‘private Model 3 viewing’, Gigafactory 1 has likely began planned production of the Model 3 battery pack and drivetrain assembly at the facility.

Tesla is expected to begin low volume production of Model 3 in July from the company’s Fremont, California factory, before ramping up to volume production of 5,000 units per week in September. Tesla plans to reveal details for additional Gigafactory plants later this year.

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Rivian CEO RJ Scaringe wins Executive Disruptor of the Year award

Rivian has proven to be as tough as its off-road-capable electric vehicles.

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Credit: Rivian/X

Rivian CEO RJ Scaringe has been named Executive Disruptor of the Year in Newsweek’s World’s Greatest Auto Disruptors awards.

The electric vehicle maker celebrated its chief executive’s accolade on social media and on its official website.

Why RJ Scaringe Won

Newsweek highlighted that Rivian is one of the few electric car makers in the market today that actually turned a profit. This was an extremely challenging endeavor for Rivian, especially as the company had to outfit its Normal, Il plant during the height of the pandemic. 

Rivian has proven to be as tough as its off-road-capable electric vehicles. It dug deep to launch the R1T and R1S, it secured a deal with Amazon for its electric delivery vans, it unveiled its next-generation vehicles like the R2, R3, and R3X, and it even signed a $5.8 billion joint venture with Volkswagen Group. This year, a subsidiary of the company also received a $6.57 billion loan from the federal government to finance the development and construction of its Georgia plant, which is expected to be capable of mass manufacturing the R2.

“Strategic decisions that resulted in a gross profit of $170 million in the fourth quarter of 2024 and the maturing business model of the Rivian brand in a BEV-adverse environment are why RJ Scaringe is Newsweek’s 2025 Executive Disruptor of the Year,” Newsweek wrote.

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What the CEO Says

CEO RJ Scaringe noted that the honor really belongs to the company’s employees, who have endured numerous hardships over the years just to help Rivian mature and survive. As per the electric truck maker, its CEO’s award is a reflection of the vision, grit, and teamwork that powers everything the company does. 

“This honor truly belongs to the entire incredible team of disruptors at Rivian. Every step forward we’ve taken—whether in the design studio, on the assembly line or in our software—has been driven by people who believe deeply in our mission. I’m grateful to Newsweek for the recognition, and even more thankful to our community for continuing to inspire us every day!” Scaringe stated.

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Trump’s auto tariff delay might benefit Tesla & the Big 3

Wedbush backs shifting Trump’s auto tariffs to finished cars vs. parts. Tesla & Big 3 could dodge a bullet here.

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(Credit: Tesla)

According to Wedbush analyst Dan Ives, Tesla and Detroit’s Big Three—General Motors, Ford, and Stellantis—could benefit from a potential delay in President Trump’s auto tariffs.

In late March, President Trump announced 25% tariffs on imported vehicles, effective April 3, 2025. The U.S. President also announced tariffs for auto parts, slated for May. Ives previously criticized Trump’s auto tariffs, calling them a source of “pure chaos” for the auto industry.

“A U.S. car made entirely with U.S. parts is a fictional tale,” he said, warning that tariffs could spike car prices by $5,000 to $10,000.

Ives emphasized that dismantling a decades-old global supply chain overnight is impractical. He predicts the delay could shift the May tariffs’ focus on fully assembled vehicles rather than parts, a move the Wedbush analyst sees as less disruptive.

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“Wedbush firmly believes that the more practical and effective approach would be to impose tariffs on finished vehicles rather than on auto parts, which are still essential to U.S.-based car production,” he added.

A shift to fully assembled vehicles from auto parts could ease immediate pressures on U.S. automakers, preserving production stability. For Tesla and the Big Three, the auto tariff shift offers a strategic advantage in a turbulent trade landscape, though global market reactions remain a key variable.

The Wedbush analyst believes Tesla is well-positioned to handle Trump’s auto tariffs due to its robust U.S. production footprint.

“When it comes to the tariff issue, they are actually best positioned relative to the Detroit Big Three and others and obviously foreign automakers. Still impacted, Musk has talked about that, in terms of just auto parts,” Ives noted.

Wedbush maintains a $315 price target for Tesla’s stock, reflecting confidence in its resilience. However, Ives cautioned that China’s response to Trump’s auto tariff looms over Tesla. The next few quarters will be critical for Tesla to navigate these challenges while capitalizing on its domestic manufacturing edge.

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Meanwhile, The Big Three is reliant on imported parts but builds many vehicles domestically. As such, GM, Ford, and Stellantis would also gain from avoiding an auto parts tariffs.

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Driverless Teslas using FSD Unsupervised are starting to look common in Giga Texas

The driverless Tesla looked just like any other car around the Giga Texas complex–it just happened to be using FSD Unsupervised.

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Credit: Joe Tegtmeyer/X

The sight of fully driverless Teslas operating using FSD Unsupervised is becoming quite common in the Giga Texas complex. 

This was highlighted in a recent video of the facility from one of Giga Texas’ most ardent watchers.

FSD Unsupervised

Just recently, the Tesla AI Team shared a video showing how Unsupervised FSD was being used to deliver cars from the end of Giga Texas’ vehicle production line to the facility’s outbound logistics lot. The Tesla AI Team also noted that so far, over 50,000 driverless miles have been accrued between vehicles produced at the Fremont Factory and Giga Texas.

The video was just over a minute long, but it was enough to show that both the new Model Ys and Cybertrucks produced at Gigafactory Texas are already using FSD Unsupervised from their production line.

An Increasingly Common Sight

The Tesla AI Team also shared a video from the cabin of a new Model Y that was autonomously navigating a 1.4-mile route towards Giga Texas’ outbound logistics lot. As could be seen in the video, the new Model Y’s route is actually quite complicated as it includes pedestrians, semi trucks, and construction equipment, to name a few. The video suggests that Tesla is getting quite a lot of valuable data from its driverless vehicles in the Giga Texas complex alone.

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One such vehicle was spotted recently by longtime Giga Texas watcher Joe Tegtmeyer, who was fortunate enough to capture a clip of a white new Model Y operating without a driver. As could be seen in Tegtmeyer’s video, the new Model Y was moving very confidently on its own, and it even seemed like it was traveling at a decent speed. If any, the driverless Tesla looked just like any other car around the Giga Texas complex–it just happened to be using FSD Unsupervised.

The Normalization of Remarkable

Tesla is a company that is known for making the impossible feel late. This is certainly true for the FSD Unsupervised. CEO Elon Musk has already missed his targets for the system’s consumer rollout for several years running, but things have never looked this polished before. With this in mind, perhaps this year, Tesla will indeed be able to roll out FSD Unsupervised, ushering in a whole new revolution in the transportation sector. 

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