Tesla is in talks to purchase $2.9 billion in solar manufacturing equipment from Chinese firms, advancing its ambitious U.S. clean energy expansion plans.
The initiative supports CEO Elon Musk’s goal of building 100 gigawatts of solar capacity domestically, targeting completion before 2028.
Key suppliers under consideration include Suzhou Maxwell Technologies, alongside other major Chinese solar equipment manufacturers.
Some equipment will require export approvals from Chinese regulators, adding uncertainty to timelines and delivery schedules.
Sources said shipments could begin before autumn, with equipment likely destined for Tesla’s Texas operations.
The plan highlights ongoing reliance on China, even as the U.S. pushes for a more self-sufficient supply chain.
Solar manufacturing tools remain exempt from U.S. tariffs, enabling domestic producers to source critical machinery despite broader trade restrictions.
Tesla’s expansion comes amid rising electricity demand and a surge in data center growth, intensifying pressure on U.S. energy infrastructure.
