Tesla Energy is landing another major enterprise customer. Meta will use approximately $200 million worth of Tesla Megapack batteries to help power its AI datacenter operations in Wyoming, according to Tesla analyst Sawyer Merritt. The deal underscores how battery storage — not just solar panels or grid connections — is becoming a foundational requirement for the AI infrastructure buildout happening across the United States.
Why Wyoming, and Why Megapack
Meta has been building out significant data center capacity in Wyoming for several years. The company announced an $800 million, 715,000-square-foot facility in Cheyenne back in July 2024, with that campus expected to come online in 2027 and specifically optimized for AI workloads. Wyoming's combination of cheap land, relatively cool climate, and available power corridors has made it an attractive destination for hyperscaler infrastructure.
Battery storage is increasingly non-negotiable at this scale. AI training and inference workloads demand consistent, high-density power that the grid alone can't always guarantee — especially as utilities struggle to keep pace with surging demand. Large-scale battery systems like Megapack serve as a buffer, smoothing out supply variability and providing backup capacity during peak loads or grid events. A $200 million Megapack deployment is substantial: at current pricing, that represents a significant block of storage capacity that could help stabilize power delivery across an entire datacenter campus.
Separately, a $1.2 billion hybrid energy project by Enbridge — comprising 365 MW of solar and a 200 MW / 1,600 MWh battery energy storage system — is already underway near Cheyenne to supply clean, dispatchable electricity to Meta's operations there, according to reporting on that project. The specific battery supplier for the Enbridge project has not been publicly named, but the broader pattern is clear: Meta is layering multiple energy and storage solutions around its Wyoming footprint.
Tesla Energy's Expanding Enterprise Role
This deal is the latest signal that Tesla Energy is no longer a side business — it's becoming critical infrastructure for some of the largest technology companies in the world. Tesla is simultaneously scaling its manufacturing capacity to meet this demand. The company's Megapack factory in Brookshire, Texas is preparing for production of Megapack 3, which offers 5 MWh of storage per unit — a 28% increase over Megapack 2 — with volume production targeted for late 2026. That factory is designed for an annual output of 50 GWh.
On the supply chain side, Tesla has locked in long-term battery cell agreements to feed that production ramp. The US government confirmed in March 2026 that Tesla is the customer behind LG Energy Solution's $4.3 billion lithium iron phosphate battery contract, with LG producing cells in Michigan starting in 2027. Tesla also secured a $2.1 billion deal with Samsung SDI in November 2025 for roughly 10 GWh of LFP cells annually.
Meta, for its part, is spending aggressively across the energy spectrum to secure AI capacity. The company has signed nuclear power agreements totaling up to 6.6 gigawatts by 2035 with companies including Vistra, Oklo, and TerraPower. Battery storage from Tesla fits into that broader strategy as the dispatchable, on-site layer that bridges generation sources with always-on compute demand.
The convergence of AI infrastructure spending and grid-scale battery deployment is creating a durable, high-value revenue stream for Tesla Energy — one that operates largely independent of vehicle sales cycles or consumer sentiment. As hyperscalers race to secure power for the next wave of AI model training, Tesla's Megapack is increasingly the product they're reaching for.
Sarah focuses on Tesla Energy, SpaceX missions, and the broader Musk AI portfolio. Former data analyst in clean energy. Based in San Francisco.
Sources verified at publish time. Spotted an inaccuracy? Email editorial@basenor.com.
