Morgan Stanley: Tesla's 100GW Photovoltaic Capacity Initiative May Elevate Energy Storage Business Valuation by as Much as $50 Billion
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Morgan Stanley's most recent research report reveals that Tesla's ambitious plan to establish 100 gigawatts of vertically integrated photovoltaic production capacity has the potential to significantly enhance the valuation of its energy sector, with an estimated increase ranging from $20 billion to $50 billion. A substantial portion of this photovoltaic capacity is earmarked for space data centers, a move that is in harmony with Musk's overarching space exploration strategy.