Tesla (TSLA-US) Accelerates 100GW U.S. Solar Capacity Goal with Expanded Hiring

Tesla (TSLA-US) is scaling its workforce to support Elon Musk’s announced plan to make the company the largest U.S. producer of solar components, with a target of 100GW of solar manufacturing capacity by the end of 2028. Senior leadership has publicly highlighted aggressive expansion, including a LinkedIn post by Seth Winger, Tesla’s Senior Product Engineering Manager for Solar, and statements from Ralf Gomm, Engineering Vice President, and Bonne Eggleston, Deputy President of Battery Manufacturing. The company is actively recruiting engineers and scientists to scale production and advance the U.S. renewable energy manufacturing ecosystem. According to the Solar Energy Industries Association, U.S. solar module capacity is about 65GW while solar cell capacity is roughly 3.2GW, with production largely dominated by China. Analyst Jeff Osborne of TD Cowen cautioned that timelines for building a new, large-scale supply chain are typically longer than Musk’s known pace, and such goals may more accurately be viewed as long-term visions than near-term deliverables.