Tesla's Megapack boom meets AI power crunch as margin gains raise questions

Tesla's energy-storage business drew attention after its mixed third-quarter 2026 earnings report, with Megapack demand rising amid a power crunch for AI data centers. The margin gains in the segment are raising questions among analysts.

• Tesla's energy unit drew attention after the Q3 2026 earnings report
• Megapack demand is rising amid an AI data-center power crunch
• Margin gains in the storage segment raise questions among analysts