13.7 GWh Is Deployed Storage. A Megafactory's Nameplate Is a Different Number.

A gigawatt-hour in the deployment row is equipment Tesla counts as deployed. A gigawatt-hour in the capacity table is a factory’s installed annual figure, and the letters say that figure is not the current production rate. The February 2025 ceremony in Shanghai is a third thing: a plant starting production.

The company is Tesla. The third-quarter number is also on the Q3 page. The Semi shares a 2026 production sentence with Megapack 3: Semi. The pickup is Cybertruck.

Confirmed

What “deployed” means in the update

The Q2 2026 update says, under certain terms: “Our energy product deployment volume includes both customer units when installed and equipment sales at time of delivery.”

Label: The company’s definition in that update. A deployment is not a factory announcement, and it is not limited to Megapack. The row is energy storage. Powerwall is in it when the definition applies. The letters sometimes also say which product drove a quarter. That sentence is quoted below, separately from the total.

The deployment figures this desk read

The four 2025 quarters in the Q4 update, 10.4, 9.6, 12.5, and 14.2, add to the annual 46.7. That addition is this desk’s. It matches the annual line. It is not a second Tesla total.

Adding Q1, Q2, and Q3 of 2026, from two documents, is 36.0 GWh. That addition is also this desk’s. No 2026 year-to-date total was printed in a Tesla document this desk opened. The third-quarter financial results were not out. The October 2 release says storage deployments should not be relied on as the quarterly financial results.

The Q4 2025 update says the quarter’s deployments were the highest, “driven by record Megapack deployments,” and that energy gross profit was a record $1.1 billion, the fifth consecutive record quarter. The Q2 2026 update says the quarter had record energy-storage deployments in EMEA, “supported by record deployments from Megafactory Shanghai, which continues to ramp production.” Those sentences name a product or a factory as a contributor. They do not replace the GWh row, and they do not say the whole quarterly total came from one building.

Label: The updates and the October 2 release. Gross profit is not a deployment. “Record” is the company’s word for the comparison it is making.

Lathrop, as the careers page states it

tesla.com/megafactory, fetched October 19, 2026, is headed Lathrop, California. It says the factory is capable of producing 10,000 Megapack units every year, equal to 40 GWh. The page does not date that sentence.

The shareholder updates do not use the word Lathrop in the capacity table this desk read. The row says California, Megapack, 40 GWh, status Production, in the Q4 2025, Q1 2026, and Q2 2026 tables. The same footnote says installed capacity is not the current production rate.

Label: A careers page and a capacity row. Forty gigawatt-hours of installed capacity is not 40 GWh deployed in a quarter. The 2025 deployment total, 46.7 GWh, is a year of shipments and installations under the definition above. It is not the Lathrop nameplate, and it is not proof the nameplate was reached.

Shanghai: a ceremony, then two different capacity cells

The Shanghai municipal page, February 11, 2025, says the Lin-gang energy-storage plant commenced operation that day, with the first Megapack unit on the line. It says a unit can store more than 3,900 kilowatt-hours. It says the project covers about 200,000 square meters, with investment of 1.45 billion yuan (the page’s conversion is $200 million). It says up to 10,000 Megapack units are scheduled to be produced there annually. It says groundbreaking was in May 2024, and that this is Tesla’s first energy-storage gigafactory outside the United States.

Label: The Shanghai government’s account of the ceremony and of the plan. “Up to 10,000” is a schedule, not a count of units built by February 11, and not a deployment. This page does not multiply 10,000 by 3,900 kilowatt-hours into a gigawatt-hour figure. The page does not print that product.

The capacity table then prints a Shanghai Megapack row that changes:

Label: Three prints of one row. The Q2 letter still says Shanghai continues to ramp, in the sentence about EMEA deployments. It does not explain why the cell went from 40 GWh to 20 GWh. This page does not supply the explanation. Twenty gigawatt-hours of stated capacity is not the quarterly deployment, and it is not the “up to 10,000 units” on the city page.

Houston in the prose, Texas in the table

The Q3 2025 update says Tesla unveiled Megablock, “a pre-engineered, medium voltage battery that integrates four Megapack 3s,” and that “Megapack 3 production will begin at Megafactory Houston in 2026 with up to 50 GWh per year of manufacturing capacity.”

The Q4 2025 update says: “We plan to begin Megapack 3 and Megablock production at Megafactory Houston in 2026.” Its table lists Texas, Megapack, a dash, status Construction.

The Q1 2026 update says: “Progress continued at the new Megafactory outside Houston, which will produce the Megapack 3 for Megablock. Start of production is on track for later this year.” Its table lists Texas, Megapack, a dash, status Construction.

The Q2 2026 highlights say “Megafactory Texas is nearing completion, with start of production planned for this year.” The energy section says the company is “on track to begin production of Megapack 3 and Megablock this year at our new Megafactory Texas.” The table lists Texas, Megapack, a dash, status Commissioning. The outlook says Megapack 3 remains on schedule for production starting in 2026. That sentence does not say “volume.” The Q4 and Q1 outlook sentences did. The difference is recorded on the Semi page.

Label: The letters’ names. “Up to 50 GWh” is the Q3 2025 plan for Megapack 3 at the Houston factory. It is not a deployment, and it is not the California 40 GWh row. The Q1 letter says “outside Houston” in prose and “Texas” in the table. This page does not have a sentence that says those are one factory or two. No Megapack 3 deployment figure was in the documents opened here. The 13.7 GWh is all energy storage, under the October 2 release, not a Megapack 3 line.

Claims / reporting / speculation

A careers page that says a factory is “capable of” 40 GWh is marketing on the day it was fetched. A city page that says “up to 10,000” units are scheduled is a plan. “Record deployments” is Tesla’s comparison. None of those sentences is the quarterly GWh row, and the quarterly row is not a factory’s output broken out by building.

SolarCity is the earlier energy company. It is not this deployment series.

On the map

Tesla is the company. Q3 2026 holds the October 2 release, including the warning that 13.7 GWh is not the financial result. Semi is the other product whose 2026 production sentence changed between the Q1 and Q2 outlooks. Cybertruck is the pickup in the same capacity tables, at more than 125,000 of installed vehicle capacity, which is also not a delivery.

Sources

Checked October 19, 2026.

The 36.0 GWh figure for the first three quarters of 2026 is this desk’s addition of 8.8, 13.5, and 13.7. It is not a Tesla year-to-date total.