Tesla is beginning Semi electric truck deliveries

thehindu.com Sep 25, 2026

Tesla is beginning Semi electric truck deliveries

Curated by Shubham · TechCapsules · Sep 25, 2026

AI-summarised brief · reviewed before publication

Tesla began delivering its Semi electric trucks to a select group of customers this week, marking the first commercial shipments since the vehicle’s 2017 unveiling. The deliveries, announced at the Sparks, Nevada plant, include orders from PepsiCo, DHL, and US Foods, with trucks bearing their logos displayed outside the facility. Tesla did not reveal pricing or production volumes, though it reiterated a target of 50,000 units annually. The long‑range model offers 500 miles per charge, while the standard version delivers 325 miles. The company’s CEO, Elon Musk, issued a recorded message urging additional orders amid a growing waiting list.

💡 Why It Matters

· The Semi’s entry into the freight market signals a pivotal shift toward electrified logistics, potentially reshaping long‑haul operations and reducing diesel dependence.
· Its early adoption by major shippers could accelerate broader EV integration across the industry.

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Tesla set to formally roll out Semi electric trucks at Nevada event

Tesla announced the formal launch of its Semi electric truck at a Nevada plant inauguration, marking the first production‑grade rollout nearly nine years after the 2017 unveiling. The Semi, capable of up to 500 miles on a single charge, is intended for long‑haul freight and will be produced at a facility designed for 50,000 units annually. The company confirmed a 2,500‑unit order from a coalition of major shippers, including Microsoft and PepsiCo, nearly doubling the current U.S. electric Class 8 fleet. Production is slated to begin in 2026, following a July shareholder letter revision.

💡 The Semi’s entry expands Tesla’s reach into commercial freight, a sector poised for electrification amid soaring diesel costs. Its large initial order signals growing confidence in electric haulage and could accelerate the shift away from fossil‑fuel trucks.

news247plus.com · Sep 25

Tesla Roadster Reopens Reservations and Requires $50,000

Tesla has reopened reservations for its long‑delayed Roadster, requiring a $50,000 deposit—$5,000 at booking and $45,000 by bank transfer within ten days. The deadline for cancellations is September 30 at 20:30 ET. The company has not yet set a delivery date or final price, though early estimates suggest around $200,000. The Roadster promises 250 mph top speed, 620‑mile range, 0‑60 mph in 1.9 seconds, and a potential 1.1‑second variant using SpaceX propellers. A new presentation is slated for October 1 to reveal progress.

💡 The hefty deposit signals Tesla’s intent to secure committed buyers before production details are finalized, underscoring the company’s strategy to gauge demand and manage supply chain pressures for its flagship sports car.

teslarati.com · Sep 24

Tesla App now shows you what your Supercharger will look like upon…

Tesla’s latest app update (v4.61.0) now displays Supercharger site maps directly on users’ phones, replacing the previous in‑vehicle-only feature. The maps show stall positions, live occupancy, out‑of‑service posts, and the specific Tesla model at each occupied bay. Initially piloted in California and Texas, the feature has expanded to most U.S. Superchargers and is available to all owners, including those with older Model 3 and Model Y vehicles that lacked the hardware for in‑car maps. The update offers drivers a clearer preview of parking layout and stall availability before arrival.

💡 By removing the hardware barrier, Tesla democratizes real‑time charging information, reducing uncertainty for long‑haul travelers and easing congestion at busy sites.

tekedia.com · Sep 24

Tesla’s Valuation Leaves the Auto Industry Behind as Cybercab Arrives

On September 3, 2026, Tesla unveiled the production Cybercab at an invite‑only Austin event. The two‑seat robotaxi, built from scratch for autonomy, follows a year of unsupervised rides in Texas and expands the company’s autonomous fleet beyond the Model Y retrofit. Market trackers placed Tesla’s valuation between $1.2 and $1.5 trillion, surpassing the combined market cap of all other major public automakers. The valuation shift reflects tangible progress in Tesla’s robotaxi service, moving the company from speculative software bets to a concrete autonomous vehicle platform.

💡 Tesla’s leap to a dedicated autonomous vehicle demonstrates that its high valuation now hinges on real, scalable robotaxi operations rather than unproven software promises. This transition could redefine how investors value automakers, prioritizing autonomous capabilities over traditional vehicle sales.

teslarati.com · Sep 24

Tesla Cybercab gets initial tie-in to localized, in-house cathode plant

Tesla announced on September 23 that the first Cybercab was built using cathode material produced at its new North American cathode plant at Gigafactory Texas, marking the inaugural U.S.‑based cathode production. The plant, part of “Project Cathode” filed in 2022, represents a major step in Tesla’s vertical‑integration strategy launched at Battery Day 2020, aiming to cut the cost and waste of the battery’s most expensive component, which typically accounts for over a third of cell price. The in‑house cathode, combined with Tesla’s own lithium from a Gulf Coast refinery, shortens the supply chain and reduces exposure to foreign price volatility. The Cybercab, designed for the Robotaxi network, entered limited public rides earlier this month, and the new supply chain is intended to support its scaling as regulatory approvals are secured.

💡 By internalizing cathode production, Tesla can lower the biggest cost driver in its robotaxi fleet, accelerating the economic viability of large‑scale autonomous ride‑hailing.

teslarati.com · Sep 24

Tesla drops big hints ahead of Semi handover event

Tesla will inaugurate its dedicated Semi factory in Sparks, Nevada, tonight, with a livestreamed handover event. Drone footage captured a line of new‑generation Class 8 electric trucks bearing customer logos, confirming orders from PepsiCo, U.S. Foods, Einride, DHL, WattEV and others. PepsiCo, the program’s anchor customer since the first deliveries in December 2022, already operates dozens of Semis. Einride placed a 500‑unit order in August, the largest single commitment, with deployments slated for California, Texas, New Jersey, Illinois and Georgia. IMC Logistics added a 50‑truck order for California, while additional firms such as LTS, OK Produce and HMD appear on the lot, hinting at further sales. Tesla’s Semi program director Dan Priestley said the company aims to build “many thousands” of units this year, with external forecasts estimating 5,000‑15,000 deliveries in 2026, contingent on production ramp‑up at the 1.7‑million‑square‑foot plant adjacent to Gigafactory Nevada.

💡 The visible customer fleet signals Tesla’s transition from pilot deliveries to large‑scale commercial adoption, positioning the Semi as the largest electric truck contract in U.S. history.