Tesla's Battery Storage Lead Grows as Legacy Automakers Follow

Tesla deployed 8.8 gigawatt-hours of grid-scale battery storage in the first quarter of 2026, surpassing Ford's entire annual commitment and widening its advantage over traditional automakers. The gap reflects Tesla's head start in manufacturing Megapack units—large industrial batteries for electrical grids—while Ford and GM are still adapting automotive battery production lines to grid storage systems.