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Elon Musk denies reports of potential Tesla Saudi Arabia factory (Update)

Credit: Whole Mars Catalog/X

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Elon Musk has denied a recent report from The Wall Street Journal which suggested that Tesla and the kingdom of Saudi Arabia are in early discussions for a potential factory in the country. In a post on X, Musk noted that the report was “another utterly false article from the WSJ.” 

In its report, The Wall Street Journal noted that its information was from individuals reportedly familiar with the matter. The Journal’s sources also noted that the talks are still at an early stage, and thus, they could still fall apart. Considering Musk’s denial, it seems safe to assume that there would not be a Tesla factory in Saudi Arabia, at least in the near future.

Tesla has ambitious plans for the rest of the decade. The company is currently aiming to finish 2023 with an output of 1.8 million vehicles, which is already a notable improvement from the 1.3 million that were sold last year. Still, such a number is a far cry from the 20 million vehicles per year that Tesla is aiming to sell by 2023. 

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Elon Musk has hinted in the past that Tesla would probably need about a dozen or so gigafactories across the globe to achieve its ambitious 2030 target. As such, the company must decide quickly where to build its next electric vehicle factory. This way, Tesla could start setting up the necessary pieces it needs to hit 20 million by the end of the decade. 

So far, Tesla has two electric vehicle factories in the United States — the Fremont Factory and Gigafactory Texas. The company also produces vehicles in Gigafactory Shanghai, its highest output factory today, and Giga Berlin, which features an upgraded paint shop that offers unique color options that are not offered anywhere else. Tesla has also confirmed Gigafactory Mexico, which will be focused on the company’s next-generation platform. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up. 

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla extends FSD Supervised ride-alongs in Europe by three months

Needless to say, it does appear that FSD fever is starting to catch in Europe. 

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Credit: Grok Imagine

Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand. 

Needless to say, it does appear that FSD fever is starting to catch in Europe. 

Extended FSD demonstrations

Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.

He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”

Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026. 

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Building momentum for European approval

Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.

Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads. 

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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026

Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.

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Credit: Tesla China

The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026. 

This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026. 

Model Y L estimated delivery dates

The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year. 

Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.

Model Y demand in China

Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.

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Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China. 

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NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”

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Credit: NVIDIA

NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.

Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.

Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI

Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.

On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:

“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.

And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.

He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”

The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.

Tesla’s Nvidia purchases could reach $4 billion this year: Musk

The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.

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