News
The Boring Company’s gantry and next-gen TBM takes shape ahead of Chicago project
While The Boring Company is hard at work preparing for the upcoming public showing of its proof-of-concept tunnel in Hawthorne, CA on December 10, the tunneling startup also appears to be laying the foundations for its high-profile transport project in Chicago. The project, which would connect downtown Chicago to O’Hare airport, is expected to break ground within the next few months.
The contract for the Chicago-O’Hare transport line had several key bidders, including veteran conglomerates with decades of experience in building transportation systems. Quite surprisingly, Chicago awarded the contract for the project to the young tunneling startup, partly due to The Boring Company’s commitment to funding the tunnel system through private investors. In true Elon Musk fashion, the timeline for the Chicago tunnels is aggressive, with the startup aiming to have the high-speed systems operational in 18-24 months after the initial digging.
The Boring Company has issued few updates on the Chicago project since it won the contract last June. Save for an image of a tunnel boring machine gantry that was shared on Twitter; the tunneling startup has been quite silent about the progress of its preparations for the high-profile project. Earlier this month, though, Teslarati photographers Pauline Acalin and Tom Cross were able to snap more images of the TBM gantry being built for the Chicago transport line. What’s more, sophisticated equipment in the same site also suggests that a large machine — possibly The Boring Company’s new TBM — is under construction.
- The Boring Company’s site for the assembly of its TBM gantry and its next-generation boring machine. [Credit: Pauline Acalin/Teslarati]
- The Boring Company’s site for the assembly of its TBM gantry and its next-generation boring machine. [Credit: Pauline Acalin/Teslarati]
The Boring Company’s construction site for its gantry and TBM. [Credit: Pauline Acalin/Teslarati]
During the Boring Company’s information session earlier this year, Elon Musk described the design of the startup’s tunnel boring machines. According to Musk, Godot, the company’s first TBM, is a conventional tunneling machine. Line-Storm, which was announced by Musk on Twitter last October, would be a hybrid, with parts from conventional boring machines and custom hardware designed by the company. Thanks to its hybrid nature, Line-Storm would be 2x faster than Godot. Proof-Rock, a third-generation TBM, will be developed entirely by the Boring Company, and it would be 10-15x faster than conventional TBMs.
It remains to be seen if the machine seemingly being assembled at the Hawthorne site is Line-Storm or Proof-Rock. That said, the Boring Company’s TBM for Chicago would most likely feature the startup’s most advanced tunneling tech yet. During the information session, Musk stated that the company’s boring machines, thanks to their electric nature (or partially-partially electric in the case of Line-Storm), the Boring Co’s machines are around 3x more powerful than conventional TBMs. The TBMs will be powered by Tesla batteries as well, eliminating the need for cabling in the actual tunneling site.
- A TBM gantry under construction. [Credit: Pauline Acalin/Teslarati]
- The Boring Company’s construction site for its gantry and TBM. [Credit: Tom Cross/Teslarati]
- The Boring Company’s next-gen tunnel-boring machine seen in its early stages, October 5th. [Credit: Tom Cross/Teslarati]
The Boring Company’s construction site for its gantry and TBM. [Credit: Pauline Acalin and Tom Cross/Teslarati]
The Chicago-O’Hare line is the Boring Company’s most ambitious project to date, estimated to be more than 17 miles long and costing around $1 billion when it’s complete. The transport line would feature the Loop System, which utilizes electric pods designed to transport up to 16 commuters at a time. The pods, which would be constructed by Tesla Inc., are all-electric, and are capable of traveling up to 150 mph. Seemingly as a means to make the manufacturing of the Urban Loop pods quicker and more efficient, Tesla would be using the Model X chassis as a basis for the vehicles.
Apart from the work being done on the Chicago TBM gantry, as well as the apparent assembly of its next tunnel boring machine, The Boring Company is also hard at work in completing its Hawthorne tunnel, which is set for public showing this coming December 10. A prototype garage-elevator concept that connects directly to the Hawthorne test tunnels is also being built on a private lot at 120th Street and Prairie Avenue, roughly halfway in the company’s 2-mile Hawthorne test tunnel.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.




