Connect with us

Lifestyle

Tesla Semi competitor Nikola set to unveil battery-only semi-trucks at launch event

The Nikola Two. | Credit: Nikola Motors

Published

on

Tesla Semi Truck competitor Nikola Motor Company will unveil battery-only versions of the Nikola Two and Nikola Tre semi-trucks at its two-day Nikola World 2019 event in Scottsdale, Arizona this week. Previously, hydrogen-electric versions were announced, including the Nikola One, unveiled in 2016. A track demonstration of the Nikola Two will be part of the Nikola World activities, and a functioning version of the company’s coming solar powered hydrogen fueling stations will be on display.

In the lead up to the Nikola World production, the zero-emissions trucking startup has made significant development headway, teased further product announcements, and built excitement around its brand. At the end of March, Nikola finalized a deal with Saint Holdings IPA acquiring 400 acres of prime development property of an up-and-coming vehicle manufacturing hub in Pinal County, Arizona. The manufacturing mega site will host the factory where Nikola’s Class 8 vehicles will be built once complete. For now, Fitzgerald Glider Kits is handling the initial truck manufacturing.

Nikola announced a $16 million-dollar equipment purchase (out of hundreds of millions planned) for its hydrogen fuel cell laboratory shortly after the Arizona land deal was made public. The technology already developed and utilized in the company’s demo trucks will continue to be improved upon at this lab, enabling Nikola to “set a new efficiency benchmark for heavy-duty fuel cell systems”, as described by CEO Trevor Milton in a press release about the investment.

Nikola has made a number of bold claims about the products it’s developing since the Nikola One’s unveiling in 2016. Nikola’s truck lineup itself is said to meet or exceed the performance provided by diesel-powered vehicles with 1,000 hp, up to 2,000 ft-lbs of torque, and around 1,000 miles of range. In response to claims that hydrogen production requires fossil fuels, the company stated that its fueling stations will primarily use renewable energy sources as will its manufacturing facilities. Along with committing to a clean energy, diesel-free future for transportation, Nikola is also working on making its products ready for full autonomous driving, all of which draw direct comparisons to its main rival, the Tesla Semi.

Advertisement
-

The hydrogen-electric truck company unveiled the Nikola One full-cab semi-truck prior to Tesla’s launch of its own commercial hauler, which should have given Nikola a time and development advantage; however, over the last year, the Arizona-based truck manufacturer has acquired the appearance of having fallen technologically behind.

The electric vehicle community has grown accustomed to seeing all-electric vehicle manufacturer Tesla’s continued success while also witnessing several electric startups disappear almost as quickly as they appeared. The lack of a near-production vehicle feeds the perception that Nikola’s “talk” won’t be translated into its “walk”, to borrow a common phrase. There are also doubts about the hydrogen fuel cell component of Nikola’s technology, something the company has addressed numerous time, doubling down on the viability of fuel cells as a better solution over batteries-only for long range trucking.

Comparison between Nikola One and Tesla Semi.

In contrast, the Tesla Semi test mule has been seen on public roads on several occasions, and Tesla has even released production-quality video of the semi-truck hauling its all-electric sedan and SUV brethren. Photos of the long-hauler making deliveries of those same vehicles to customers were also published by Tesla, furthering the narrative that significant progress is being made by the California-based car maker with its Semi.

Tesla itself is very familiar with the public relations climb. Every slip in production estimates, price change, or even odd tweet or two (etc.) from CEO Elon Musk draws the ire of critics and skepticism of fans alike. Musk’s tenacity, however, has given way to the phrase “Tesla Effect”. Due to Musk’s drive that helped lead to success at Tesla, any newcomers to the electric auto manufacturing industry are going to have to answer the question, “What are you doing that’s better?” Nikola Motors is no exception despite the primary business differences between the companies.

Nikola World 2019’s product announcements and battery-electric unveilings will serve to bring the company’s tangibility into view. Nikola also frequently communicates its gratitude for its supporters, and this week’s event is no different. An announcement was made via the company’s social media accounts that guests of Nikola World would be treated to a country music superstar performance during the first night of the event.

“SURPRISE ANNOUNCEMENT! We will be having a special country music superstar performing the night of the unveiling, you don’t want to miss it,” the company tweeted. Nikola World 2018 was the company’s first annual event, officially putting Nikola on the map of next generation, Class 8 truck manufacturers.

Follow us @Teslarati for behind-the-scenes coverage from Nikola World, taking place on April 16-17 in Scottsdale. We’ll bring you a first look at Nikola’s upcoming all-electric semi trucks and new products.

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

Advertisement
Comments

Elon Musk

Elon Musk drops a surprise update on Boring Company’s next big dig

Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.

Published

on

By

Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”


The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.

This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.

What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.

That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.

Advertisement
-
Continue Reading

Elon Musk

Tesla eyes supply partners for Optimus mass production

Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.

Published

on

By

Concept rendering of Tesla Optimus in mass production

Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.

Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.

Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.

New drone video shows Tesla’s Optimus Factory reaching a turning point

Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.

Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.

Advertisement
-
Continue Reading

Elon Musk

Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration

Tesla is now shipping Cybercabs from Giga Texas with Starlink hardware built in as standard.

Published

on

By

tesla cybercab with no manual controls showing a movie with two employees inside

Tesla’s Cybercabs are now leaving Gigafactory Texas with Starlink hardware on the rear hatch in significant numbers, according to drone footage captured Tuesday by longtime Austin drone observer Joe Tegtmeyer. Production at the factory ramped back up after the Labor Day weekend, and his flyover of the outbound lot showed rows of gold Cybercabs alongside Model Y Long Wheelbase units, many carrying the satellite module for the first time as standard equipment rather than a one off retrofit.

Tesla first showed Starlink built into an actual Cybercab on August 10, when the Robotaxi account posted images of a single gold unit with the antenna integrated into the roofline above the taillights and called it the first Cybercab with Starlink integration. That followed a July reveal where Tesla and Starlink jointly posted a cutaway diagram of the antenna placement without a working vehicle to back it up. Ashok Elluswamy, Tesla’s VP of AI software, said at the time that the connection isn’t required for the car to drive itself. It exists mainly for navigation, customer service and keeping tabs on the fleet.

Musk has made a different case in public. During Tesla’s Q2 earnings call, he said the company can’t afford robotaxis stranded in what he called “Bermuda Triangles of lack of cellular connectivity,” and he separately claimed on X that Starlink will eventually reach every Tesla built, calling it the only way to deliver high bandwidth to billions of vehicles. He has also pitched the antenna as an entertainment upgrade, telling riders they would be able to stream 4K video or play games during a trip.

Advertisement
-

The rollout has moved fast since. Robotaxi service opened to the public in Austin on September 3, and Cybercabs had already been spotted with Starlink hardware in Houston and near Miami International Airport in the weeks before Tuesday’s factory footage showed the module shipping at volume rather than on scattered test units. Whether the satellite link earns its keep is still an open question. Tesla’s unsupervised service currently runs in dense metro geofences in Texas and Florida, markets where cellular coverage is already strong, which is not where the rural dead zones Musk describes tend to show up.

Continue Reading