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THIS WEEK IN MUSK/TESLA/SPACEX

01 · CNBC Tech

SpaceX Launches Starship on Second Try After Scrub

02 · Teslarati

Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project

03 · Ars Technica

Launch Tower Issue Scrubs First Starship V3 Flight Attempt

04 · Ars Technica

SpaceX Positions AI as Future Tentpole in S-1 Filing

05 · TeslaNorth

Tesla Delivers Final Model S and Model X at Fremont Send-Off

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Musk/Tesla/SpaceX

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SpaceX Launches Starship on Second Try After Scrub
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CNBC Tech·2 min read

SpaceX Launches Starship on Second Try After Scrub

SpaceX launched its Starship rocket on Friday after scrubbing the prior day's attempt due to technical issues. The 12th test flight advances the fully reusable vehicle's role in Starlink expansion, satellite deployment and NASA's 2028 moon mission plans ahead of the company's expected $75 billion IPO.

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Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Teslarati·2 min read

Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project

Meta has partnered with Enbridge on the first phase of the Cowboy Project, a 365 MW solar farm and 200 MW/1,600 MWh Tesla battery system near Cheyenne, Wyoming, to supply its data centers. The initiative supports Meta's renewable energy commitments while addressing grid reliability challenges from AI-driven data center demand growth.

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Launch Tower Issue Scrubs First Starship V3 Flight Attempt
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Ars Technica·3.5 min read

Launch Tower Issue Scrubs First Starship V3 Flight Attempt

SpaceX scrubbed the first launch attempt of its Starship V3 rocket Thursday, 40 seconds from liftoff, after a hydraulic pin on the launch tower's umbilical arm failed to retract. The test is central to NASA's lunar landing goals, SpaceX's next-generation Starlink and orbital data center plans, and comes just before the company's anticipated IPO.

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SpaceX Positions AI as Future Tentpole in S-1 Filing
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Ars Technica·2.5 min read

SpaceX Positions AI as Future Tentpole in S-1 Filing

SpaceX has designated AI as the primary driver of its future in its S-1 filing preceding an expected IPO, estimating a $26.5 trillion addressable market after absorbing xAI to oversee Grok. The ambitious pitch arrives as Grok substantially trails ChatGPT, Claude, and Gemini in both consumer paid usage and corporate adoption.

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Tesla Delivers Final Model S and Model X at Fremont Send-Off
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via TeslaNorth·1 min read

Tesla Delivers Final Model S and Model X at Fremont Send-Off

Tesla held an emotional final delivery event at its Fremont factory for the last 250 Signature Model S and Model X vehicles, closing 14 and 11 years of production respectively. The move frees lines for Optimus robots while honoring the models’ role in advancing EVs and their technical firsts.

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Tesla Remotely Diagnoses Cybertruck PCS Failures, Offers Free Supercharging
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2.5 min read

Tesla Remotely Diagnoses Cybertruck PCS Failures, Offers Free Supercharging

Tesla is running remote diagnostics on early Cybertrucks to identify failing Power Conversion Systems and offering complimentary Supercharging while backordered parts are obtained. The approach addresses growing PCS failures by reducing inconvenience for owners unable to charge at home during the repair process.

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Tesla Launches Full Self-Driving in China After Years of Delays
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CNBC Tech·2 min read

Tesla Launches Full Self-Driving in China After Years of Delays

Tesla announced that its Full Self-Driving supervised system is now available in China after years of regulatory delays, confirming the news in an X post that listed the country among 10 markets. The launch arrives as Chinese EV makers have already rolled out their own self-driving technologies and Tesla ranked fourth in local sales during April.

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Anthropic on Track for $10.9B Q2 Revenue and First Profit
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CNBC Tech·2.5 min read

Anthropic on Track for $10.9B Q2 Revenue and First Profit

Anthropic is on track to generate $10.9 billion in Q2 revenue, which would mark the company's first profitable quarter after $4.8 billion in Q1. The explosive growth comes as it raises at a potential $900 billion valuation, strikes major compute deals and eyes a 2026 IPO while navigating competition and government relations.

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SpaceX Files S-1 for What Could Be Biggest IPO Ever
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1.5 min read

SpaceX Files S-1 for What Could Be Biggest IPO Ever

SpaceX has filed its S-1 prospectus with the SEC, initiating what could be the largest IPO ever with a Nasdaq listing under ticker SPCX. The disclosure reveals $18.67 billion in 2025 revenue driven by Starlink, losses exceeding $4.9 billion, $20.7 billion in capital expenditures, and Musk retaining 85 percent control.

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Tesla Relaxes Driver Monitoring With FSD v14.3.3
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2 min read

Tesla Relaxes Driver Monitoring With FSD v14.3.3

Tesla has relaxed its vision-based driver monitoring requirements in FSD v14.3.3, allowing up to a minute of leeway in some conditions while confirming the change via Elon Musk. The update maintains stricter rules in low-confidence scenarios and Mad Max mode as a step toward unsupervised autonomy.

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Jury Quickly Rules Against Musk in OpenAI Lawsuit
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CNBC Tech·2.5 min read

Jury Quickly Rules Against Musk in OpenAI Lawsuit

A jury in Oakland rules against Elon Musk in his lawsuit against Sam Altman and OpenAI, dismissing all claims as untimely after quick deliberations. The decision clears the path for both companies as they prepare major public-market moves.

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SpaceX Targets May 20 Launch for Starship V3 Debut
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Teslarati·2 min read

SpaceX Targets May 20 Launch for Starship V3 Debut

SpaceX is targeting May 20 for the debut launch of Starship V3 from its new Pad 2 at Starbase. The upgraded vehicle triples payload capacity to more than 100 metric tons, enables scaled in-orbit refueling for NASA Artemis lunar missions, and advances Musk's Mars settlement plans tied to a potential $7.5 trillion valuation.

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Tesla Releases Unredacted Reports for 19 Robotaxi Incidents
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2.5 min read

Tesla Releases Unredacted Reports for 19 Robotaxi Incidents

Tesla has released full unredacted reports for 19 Robotaxi test fleet incidents in Austin after a year of boilerplate redactions. The transparency shows the vast majority were minor low-speed events caused by human drivers with safety monitors present, highlighting the company's safety record in autonomous operations.

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Starlink Raises Prices Across US Satellite Internet Plans
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1.5 min read

Starlink Raises Prices Across US Satellite Internet Plans

Starlink is raising prices across its US satellite internet plans, increasing the cheapest Residential plan from $50 to $55 per month and doubling Standby Mode to $10. The changes come as the company cites network capacity improvements and argues to end $4.5 billion in rural broadband subsidies.

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Tesla Hikes Select Model Y Prices for First Time in Two Years
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2 min read

Tesla Hikes Select Model Y Prices for First Time in Two Years

Tesla has raised prices on mid- and high-end Model Y trims for the first time in two years, with increases of $500 to $1,000 plus new paint options. The adjustments follow recent Cybertruck lease hikes, coincide with fresh safety honors, and may clear space for the upcoming three-row Model Y L.

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OpenAI Weighs Legal Options After Apple ChatGPT Deal Disappoints
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Ars Technica·2.5 min read

OpenAI Weighs Legal Options After Apple ChatGPT Deal Disappoints

OpenAI is exploring legal options after feeling burned by Apple’s ChatGPT integration, which it says was poorly promoted and designed in ways that make it easy for users to ignore. The development comes as renegotiation efforts have stalled and as OpenAI awaits the outcome of its litigation with Elon Musk over the same deal.

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xAI Launches Grok Build Terminal AI Agent for Developers
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verifier·1.5 min read

xAI Launches Grok Build Terminal AI Agent for Developers

xAI has launched Grok Build, a new terminal-based AI coding agent now in early beta for SuperGrok Heavy subscribers. Its plan-first workflow, parallel subagents, diff-format changes and headless mode differentiate it for complex software development tasks.

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Tesla Invests $250M to Double 4680 Capacity at Giga Berlin
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Teslarati·2 min read

Tesla Invests $250M to Double 4680 Capacity at Giga Berlin

Tesla announced a $250 million investment in its Giga Berlin cell factory that doubles 4680 battery capacity to 18 GWh annually and creates more than 1,500 jobs. The expansion advances vertical integration at the site while supporting higher Model Y output and navigating prior regulatory challenges in Europe.

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AT&T, Verizon, T-Mobile Form Satellite Joint Venture
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via 9to5Mac·1.5 min read

AT&T, Verizon, T-Mobile Form Satellite Joint Venture

AT&T, Verizon and T-Mobile are forming a joint venture involving satellites to eliminate coverage dead zones, particularly in rural and underserved areas. The effort aims to advance direct-to-device communications, expand customer choice and create new industry specifications while leaving existing carrier-satellite agreements unaffected.

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HughesNet Loses Over Half Its Satellite Subscribers to Starlink
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via pcmag.com·1 min read

HughesNet Loses Over Half Its Satellite Subscribers to Starlink

HughesNet's satellite subscriber count has dropped from 1.56 million in December 2020 to 681,000 as of March 31 amid competition from faster, cheaper Starlink service. The losses coincide with EchoStar's $7.6 million quarterly loss and a going-concern warning.

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SpaceX and Tesla File for $119B TERAFAB Facility in Texas
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2 min read

SpaceX and Tesla File for $119B TERAFAB Facility in Texas

SpaceX and Tesla have filed a public notice in Grimes County, Texas for TERAFAB, a joint venture semiconductor facility with a total projected investment of $119 billion. The project aims to produce custom AI silicon to reduce reliance on external foundries for Tesla's FSD and Optimus projects as well as SpaceX's orbital datacenters.

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SpaceX Targets May 19 for Starship V3 Debut from Pad 2
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Spaceflight Now·3 min read

SpaceX Targets May 19 for Starship V3 Debut from Pad 2

SpaceX is targeting no earlier than May 19 for Flight 12, the debut of Starship V3 and Launch Pad 2 following a successful integrated tanking test. The suborbital mission will test redesigned vehicles, Raptor 3 engines, hot staging, an enhanced heat shield and new Starlink simulators as the company works toward supporting the Artemis 3 mission in 2027.

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Meta Prevents Threads Users From Blocking Its AI Account
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·2 min read

Meta Prevents Threads Users From Blocking Its AI Account

Meta is testing a Threads feature that lets users tag its AI account for answers and context, but the account cannot be blocked. The rollout has triggered widespread user anger, error reports when attempting blocks, and a trending topic that exceeded one million posts.

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FCC Approves EchoStar Spectrum Deal for SpaceX Starlink Direct-to-Device
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via TeslaNorth·1 min read

FCC Approves EchoStar Spectrum Deal for SpaceX Starlink Direct-to-Device

The FCC has approved SpaceX's acquisition of 65 MHz of spectrum from EchoStar plus regulatory waivers, enabling commercial Starlink direct-to-device service on unmodified phones. This step provides the contiguous spectrum and network integration needed for reliable coverage beyond cell tower reach.

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Meta AI App Gains Voice Conversations and Live AI via Muse Spark
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via 9to5Mac·2 min read

Meta AI App Gains Voice Conversations and Live AI via Muse Spark

Meta is adding voice conversations, live AI, and expanded chatbot access to the Meta AI app and its social platforms, all powered by the new Muse Spark model. The app has remained near the top of App Store charts since the April 8 launch, currently ranking fourth among free U.S. iPhone apps.

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Sam Altman Testifies Against Elon Musk in OpenAI Trial
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1.5 min read

Sam Altman Testifies Against Elon Musk in OpenAI Trial

OpenAI CEO Sam Altman has begun his testimony against Elon Musk in a high-profile jury trial in California federal court. The case centers on disputes dating to OpenAI's founding and could affect its leadership and for-profit restructuring.

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SpaceX Prepares Record Sixth Cargo Dragon Flight to ISS
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Spaceflight Now·3 min read

SpaceX Prepares Record Sixth Cargo Dragon Flight to ISS

SpaceX is scheduled to launch CRS-34, its 34th Commercial Resupply Services mission to the ISS, carrying 6,500 pounds of science and supplies aboard a Cargo Dragon making its sixth flight. The milestone flight underscores growing reuse in the Dragon-2 program ahead of docking on Thursday.

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Tesla Updates China Manuals for FSD v14 as Assisted Driving
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·1 min read

Tesla Updates China Manuals for FSD v14 as Assisted Driving

Tesla updated Model 3 and Model Y owner's manuals in China to reference FSD v14 rebranded as Tesla Assisted Driving, with speed profiles and other features. The changes follow a brief v13 test and local data center setup, suggesting an imminent rollout under new rules.

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VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Spaceflight Now·1 min read

SpaceX set for NROL-172 launch of NRO satellites

SpaceX will launch NROL-172 on May 11 with NRO intelligence satellites on a Falcon 9 from Vandenberg. The mission advances the agency's proliferated satellite constellation under a new U.S. Space Force contract.

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Starlink Shuts Down Access to GPS Alternative Feature
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Ars Technica·2.5 min read

Starlink Shuts Down Access to GPS Alternative Feature

Starlink is shutting down access to its little-known GPS-style positioning feature as of May 20, 2026, after notifying users in April. The change comes as interest grows in Starlink's resilience to widespread GPS jamming and spoofing that affects shipping and aviation.

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WattEV Orders 370 Tesla Semis in $100M Deal
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2 min read

WattEV Orders 370 Tesla Semis in $100M Deal

WattEV has placed Tesla's largest public order to date for 370 Semis in a deal valued at approximately $100 million, complete with dedicated Megawatt Charging hubs. The agreement demonstrates a full-service leasing approach that lowers barriers for smaller operators transitioning to electric Class 8 trucks at the Port of Oakland and key California corridors.

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Elon Musk Absorbs xAI into SpaceX as SpaceXAI Division
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·1.5 min read

Elon Musk Absorbs xAI into SpaceX as SpaceXAI Division

Elon Musk has announced that xAI will be dissolved as an independent entity and fully absorbed into SpaceX to operate as the SpaceXAI division. The restructuring integrates AI as a core element across SpaceX organizations and consolidates hardware and software resources to accelerate development including space-based data centers.

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Tesla Launches £199 Monthly Renewable Energy Bundle in UK
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2 min read

Tesla Launches £199 Monthly Renewable Energy Bundle in UK

Tesla has launched a Renewable Energy Bundle in the UK that provides an eight-panel solar system and Powerwall 3 for £199 per month to existing owners. The zero-interest financing option and Model 3 bundle aim to lower upfront costs and boost adoption of home renewable energy.

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CARB Filing Reveals Tesla Semi Battery Capacities
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·2.5 min read

CARB Filing Reveals Tesla Semi Battery Capacities

A CARB filing has confirmed the Tesla Semi Long Range uses an 822 kWh battery pack while the Standard Range uses 548 kWh, both built on 4680 Cybercells with 1.2 MW charging. The disclosure verifies efficiency below 2 kWh per mile at full load, supporting commercial viability against traditional diesel trucks.

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VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via X·1 min read

Elon Musk Visits Intel Oregon Fab This Week

Elon Musk visited Intel's Oregon fab this week and posed with CEO Lip-Bu Tan while holding a Tesla Optimus head. The trip follows Intel's partnership in Musk's Terafab project for advanced AI chip production.

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Tesla Model Y First to Pass NHTSA's New ADAS Safety Tests
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via NotaTeslaApp·1.5 min read

Tesla Model Y First to Pass NHTSA's New ADAS Safety Tests

The 2026 Tesla Model Y became the first vehicle to pass NHTSA's new ADAS tests in four categories including pedestrian emergency braking and blind spot intervention. The result adds to the model's existing 5-star rating and comes amid separate ongoing NHTSA reviews of Tesla's Full Self-Driving software.

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SpaceX Seeks Tax Breaks for $55 Billion Texas AI Chip Plant
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1 min read

SpaceX Seeks Tax Breaks for $55 Billion Texas AI Chip Plant

SpaceX plans a $55 billion Terafab AI chip plant in Austin, Texas, with potential expansion to $119 billion. The project aims to support massive computing power for AI, robotics, and space data centers.

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Anthropic Secures Full Colossus 1 Capacity from SpaceX
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CoinDesk·1.5 min read

Anthropic Secures Full Colossus 1 Capacity from SpaceX

Anthropic signed a deal to use all compute capacity at SpaceX’s Colossus 1 data center, securing more than 220,000 Nvidia GPUs within a month. The agreement boosts Claude services and arrives weeks before SpaceX’s planned IPO, strengthening its position as an AI infrastructure provider.

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OKX to Launch Perpetual Futures Tracking OpenAI, SpaceX, Anthropic Valuations
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Decrypt·1.5 min read

OKX to Launch Perpetual Futures Tracking OpenAI, SpaceX, Anthropic Valuations

OKX announced plans for perpetual futures contracts linked to the valuations of OpenAI, SpaceX, and Anthropic. This move enables speculation on private tech company values through crypto derivatives, following similar offerings from Bitget and Injective.

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Dutch RDW Approves Tesla FSD, Pushes EU Rollout
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Ars Technica·1 min read

Dutch RDW Approves Tesla FSD, Pushes EU Rollout

The Dutch RDW has approved Tesla FSD after 18 months of review and seeks EU-wide adoption. The move could reach 450 million customers and aid Musk's massive comp package but draws skepticism from Sweden and Finland over safety and naming.

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Tesla Unveils 125 kW Basecharger for Semi Trucks
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Frandroid·1.5 min read

Tesla Unveils 125 kW Basecharger for Semi Trucks

Tesla has unveiled the Basecharger, a 125 kW charging station designed for the Tesla Semi electric truck used by freight companies. The depot-based system supports overnight charging with features that reduce installation costs and simplify setup for commercial operators.

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Tesla discloses $573M in Musk empire transactions
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Electrek·1 min read

Tesla discloses $573M in Musk empire transactions

Tesla's amended 10-K/A filing discloses $573 million in revenue from SpaceX and xAI, plus expenses to other Musk companies. The SEC submission offers the clearest view yet of transactions across Musk's corporate empire.

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Musk: xAI partly used OpenAI models via distillation
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1.5 min read

Musk: xAI partly used OpenAI models via distillation

Elon Musk testified that xAI partly used OpenAI models via distillation to train its own. The admission comes amid rising controversy over the practice's legality and ethics in AI development.

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California Cops Can Ticket Driverless Cars from July 1
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1 min read

California Cops Can Ticket Driverless Cars from July 1

California DMV regulations effective July 1 allow cops to issue noncompliance notices to AV makers for traffic violations. The rules also mandate quick responses to emergencies and enable truck testing amid rising robotaxi scrutiny.

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Tesla Semi Rolls Off High-Volume Line at Nevada
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Electrek·1 min read

Tesla Semi Rolls Off High-Volume Line at Nevada

Tesla produces the first Semi truck from its high-volume production line at Gigafactory Nevada. The milestone follows years of delays and design refinements for the 2017-unveiled electric truck.

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Tesla Plans FSD V14 Lite Expansion for HW3 Owners
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Teslarati·1 min read

Tesla Plans FSD V14 Lite Expansion for HW3 Owners

Tesla plans to roll out FSD V14 Lite internationally for HW3 vehicles after the US launch. The move delivers core autonomy improvements to older hardware and signals ongoing support despite hardware limitations.

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Nio Onvo L80 Launches at $36K, Undercuts Tesla Model Y in China
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Electrek·1 min read

Nio Onvo L80 Launches at $36K, Undercuts Tesla Model Y in China

Nio's Onvo launches the L80 five-seat EV SUV in China starting at 245,800 yuan (~$36,020), undercutting Tesla's Model Y. Pre-orders open now with deliveries from May 15, intensifying competition in the world's largest EV market.

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Musk v. OpenAI Trial Begins
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via The Verge·1 min read

Musk v. OpenAI Trial Begins

The trial pitting Elon Musk against OpenAI has begun. It centers on disputes over AI's early development, credit, and compensation, with potential for major revelations ahead.

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Ondo Enables Proxy Voting for Tokenized Stocks via Broadridge
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via CoinTelegraph·1 min read

Ondo Enables Proxy Voting for Tokenized Stocks via Broadridge

Ondo Finance teams with Broadridge to enable proxy voting for tokenized stock and ETF holders via crypto wallets. The integration bridges a key governance gap as tokenized stocks hit $1.15 billion in value.

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CATL signs record 60 GWh sodium-ion deal
VERIFIEDBy Xavier Rivera·Musk/Tesla/SpaceX· ·via Electrek·1 min read

CATL signs record 60 GWh sodium-ion deal

CATL signed a 60 GWh sodium-ion battery deal with HyperStrong, the largest such order ever. The agreement signals maturity in sodium-ion mass production and expands a prior 200 GWh commitment.

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