Tesla’s director of cell manufacturing operations, Michael Guilfoy, said in a Nov. 9 recruiting post that a “massive expansion” of 4680 cell production at Gigafactory Texas “will soon become the largest battery cell manufacturing facility in North America,” Tesla North reported. Tesla’s Q3 2026 update, filed with the SEC, lists installed annual 4680 cell manufacturing capacity in Texas at more than 40 GWh, with a status of “Production.”
Why it matters: Guilfoy’s post gave no completion date or new capacity figure, Tesla North noted, so the “largest” description is his forecast, not an independently ranked measure of current output. Installed capacity is also not the same as cells actually produced.
Guilfoy said the Austin cell team now supports four vehicle programs — Model Y, Cybertruck, Cybercab and the Tesla Semi — and is hiring for leadership, engineering and technician roles, including senior production and quality managers and maintenance and production supervisors, according to Tesla North. The SEC filing says, “We continue to increase production of our 4680 cells to support the ramps of both Cybercab and Tesla Semi along with higher Model Y volumes,” and that “battery availability remains a limiting factor on the pace of our global vehicle production ramp.”
The same update lists Tesla Semi volume production on a high-volume line in Nevada, with the top variant rated at 500 miles at a full 82,000-pound gross combination weight and 1.7 kWh/mile. Texas automotive capacity is listed at more than 375,000 Model Y vehicles a year, more than 125,000 Cybertrucks and more than 125,000 Cybercabs.