Cybercabs with Starlink modules enter mass production at Giga Texas, hinting at compute-energy bull case
NinaDSchick · x · 2026-09-09
Giga Texas output is ramping: the outbound lot shows hundreds of Model YLs, and Cybercabs are for the first time shipping in volume with a Starlink module on the hatch — employees say Cybercab has moved from testing into production.
Nina Schick frames this as America re-industrialising: Cybercab fleets will feed growing demand for compute and electricity, making manufacturing, data centres and energy a broader bull story centered on Texas and Elon Musk.
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