\u25b6 Watch Video on X<\/a><\/p>\nThe timing is no coincidence. Tesla’s official Q2 2026 production and delivery report is expected around July 2, and the numbers analysts are projecting are genuinely encouraging. According to Tesla’s own company-compiled consensus \u2014 drawn from 21-22 sell-side analysts \u2014 the street is modeling roughly 406,024 total deliveries for the quarter, up approximately 12% from Q1 2026’s 358,023 vehicles. The bulk of that would come from Model 3 and Model Y at around 392,625 units, with the remaining ~13,000 split across Model S, Model X, and Cybertruck.<\/p>\n
Giga Texas is at the center of that story. The Austin factory produces both the Model Y and Cybertruck, and it’s been a busy few months on the expansion front. A new Terafab North Campus \u2014 a roughly 2-million-square-foot facility focused on next-generation AI chip research \u2014 is in planning, alongside 5.2 million additional square feet of phased construction across the site. Meanwhile, Cybercab volume production commenced in April, and Tesla began engineering tests of the first production Cybercab units on public Austin roads on June 30 \u2014 the day before Tegtmeyer’s video was posted.<\/p>\n
The official Q2 report will confirm whether the optimism is warranted. Earnings follow on July 22. For now, the factory lights are on, the flag is flying, and the quarter is closed.<\/p>\n
![\"Marcus](\"https:\/\/www.newsbeep.com\/us-tx\/wp-content\/uploads\/2026\/07\/author-marcus_reed.jpg\")
<\/p>\n
Marcus Reed<\/p>\n
Lead Editor \u2014 Tesla & FSD<\/p>\n
Marcus covers Tesla’s software releases, FSD rollouts, and OTA changes. Background in automotive engineering. Based in Austin.<\/p>\n
Sources verified at publish time. Spotted an inaccuracy? Email editorial@basenor.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Giga Texas wrapped up the second quarter with some patriotic flair. As America celebrated its 250th birthday on…\n","protected":false},"author":2,"featured_media":356933,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[27,29,28],"class_list":["post-356932","post","type-post","status-publish","format-standard","has-post-thumbnail","category-texas","tag-texas","tag-texas-headlines","tag-texas-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/356932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/comments?post=356932"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/356932\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media\/356933"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media?parent=356932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/categories?post=356932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/tags?post=356932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Joe](\"https:\/\/www.newsbeep.com\/us-tx\/wp-content\/uploads\/2026\/07\/tweet-2072142152109605232.png\")
Source: @JoeTegtmeyer<\/a> \u2014 July 1, 2026<\/p>\n