Tesla recently announced they had placed their 40,000th Tesla Supercharger, making them the world’s most extensive DC fast charging network. But where will the company expand to next?
Like all other companies currently producing electric vehicles, Tesla has always faced the issue of offering charging to its buyers. Even today, with Tesla’s supercharging network being as extensive as it is, it is nowhere near the scale of gas stations available to ICE vehicles. Ultimately, this leads to a poorer ownership experience for EV drivers. Looking globally, there are a few areas where Tesla may want to expand first.
40k Superchargers around the world — and counting pic.twitter.com/w6tShTkwPA
— Tesla Charging (@TeslaCharging) November 22, 2022
First, it is essential to recognize that the Supercharger network has requests for new charging locations everywhere, and it will likely be working on expanding its network for years to come. The best thing that Tesla can do is intelligently place upcoming chargers. Below are just some of the challenges and opportunities that Tesla may find helpful in the near future as the Supercharger network grows.
North America –
Tesla has a massive presence in the North American market, particularly in the United States, and one of the primary reasons for the company’s success has been its extensive Supercharger network. But even here, Tesla will need to expand as more and more people switch to Tesla products by the day.
Foremost is the concern about city/urban charging. Because most people don’t have access to charging at their homes in dense urban areas, they are forced to use Supercharging locations. And while Tesla has already focused on making charging available in these communities, the daily lines for charging and the enraged Twitter posts indicate that more will be needed as soon as possible.
At the same time, ensuring that charging is located in rural areas is another concern. People in these communities have the opposite problem as those who are in the cities. While they can often easily charge at home, they lack access even to Tesla destination charging near them, effectively forcing them to drive far out of their way to charge their vehicles quickly.
Finally, while the United States and Canada have been serviced fairly well in terms of Tesla charging, Mexico lags years behind in terms of development. Despite having a multiple times bigger population than Canada, Tesla Superchargers are exceedingly rare outside of Mexico City. Hopefully, by introducing more charging infrastructure to the country, Mexico can also grow the demand for electric vehicles.
Europe –
While North America and China have seen dramatic growth in Supercharging locations, Europe has seen more conservative growth, mirroring the demand for Tesla products on the continent. And while Europeans have a wealth of options for electric vehicles (certainly more than in the United States), Tesla should consider an expansion of charging in Europe as a form of leverage to entice buyers away from other brands from Stellantis, Volkswagen Group, and Renault Group.
The three major markets on the continent, France, Germany, and the United Kingdom, are likely on the top of the list for Tesla. The company entered these countries first as they came to the European market, yet with exponential demand for their products, they will be pushed by consumers to construct more chargers here first.
At the same time, countries that Tesla has only recently expanded to, including Spain, Italy, and Portugal, will be looking for more charging. And without Tesla’s support in developing that infrastructure, Tesla risks losing customers to competitors who can offer a better charging experience on CCS.
Asia –
The Asian market is far more bifurcated than any other market. The American EV giant has correctly seized on the demand for electric vehicles in China, the world’s biggest car market. And from their investment, they have become the largest western EV brand in the country. However, other significant markets, including Japan, South Korea, and much of South East Asia, remain lacking both Tesla Supercharging locations and demand for electric vehicles generally.
Expansion in China will likely be an ongoing process. A country with over 1 billion people will always have problems with supply. And perhaps this is great news for Tesla as they have an excellent opportunity to grow their market share in the blossoming economy.
Simultaneously, Japan has a similarly fledgling demand for electric vehicles. Despite the country’s reluctance to accept the technology, sales have steadily grown as consumers have become more comfortable with the option. As the third largest economy and one that hasn’t entirely accepted electric vehicles into the norm yet, Tesla should see the island nation as an untouched source of fresh customers.
Overall, Tesla finds itself in a target-rich environment. Any supercharger they place will certainly be helpful for someone. We can only hope that as charging becomes a more profitable venture, Tesla will be more incentivized to place more DC fast chargers and ensure more charging availability for everyone.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Tesla surges Robotaxi fleet ahead of Cybercab launch event
Tesla’s unsupervised robotaxi fleet quietly grew sevenfold in three weeks just before Cybercab Day arrives.
Tesla’s unsupervised Robotaxi fleet has grown far faster than the public numbers suggested, and the timing lines up with the company’s biggest autonomy showcase yet. According to data compiled by the crowdsourced Robotaxi Tracker, Tesla now has nearly 200 vehicles operating without a safety monitor across Austin, Dallas and Houston, yielding a roughly 7X increase in about three weeks.
The jump lands four days before this week’s Tesla Cybercab launch event in Austin, where the company plans to show off its purpose-built, two-seat robotaxi with no steering wheel or pedals in a live commercial setting for the first time. Stick with us on X and Facebook for live reporting from the event.
The strategic logic is straightforward. Tesla has spent the past year scaling Robotaxi in small, deliberate steps, first widening geofences, then extending operating hours, then quietly growing fleet size, usually with little advance notice. Ashok Elluswamy told investors on the Q2 earnings call that the program had logged more than 380,000 unsupervised miles with zero notable incidents, a safety record the company has leaned on to justify moving slowly. Critics have used the flip side of that caution, a fleet that appeared stuck around two dozen vehicles for months, as evidence that Tesla’s driverless ambitions were outrunning its actual deployment.
A fleet quietly scaling to nearly 200 vehicles right before Cybercab Day undercuts that argument without Tesla having to say anything about it directly. It also sets up the event to do double duty. Rather than simply introducing new hardware, Tesla can point to an operating base of unsupervised Model Ys already running at meaningful scale, then argue the Cybercab, which uses the same underlying Full Self-Driving stack according to earlier coverage of the fleet’s software upgrades, is a natural next steps. Tesla has separately been registering the two-seat Cybercabs with Texas regulators this week, with the count climbing from seven to 45 in a matter of days.
The two ramps, one in software-driven Model Y deployment and one in physical Cybercab registrations, are happening in parallel rather than in sequence. That suggests Tesla wants Thursday’s event to land as proof that the robotaxi business is already running at scale, not just a reveal of a new vehicle shape. Whether the unsupervised numbers hold up once Cybercabs start mixing into the same fleet is the detail worth watching once the event wraps.
Cybertruck
Tesla Cybertruck windshield protection just got cheaper
Tesla is lowering the monthly price of its Cybertruck Windshield Protection Plan from $35 to $25. The new rate will apply to the first payment on or after October 1, 2026. Tesla has told subscribers that all other benefits stay the same.
The plan covers unlimited repairs for chips and minor cracks on the front windshield. It also includes one full replacement every 12 months at no extra charge. Additional replacements in the same year carry a $100 deductible. Service is performed with Tesla glass and camera calibration, which matters because Autopilot and Full Self-Driving rely on those lenses behind the windshield.
Looks like Tesla is decreasing the Cybertruck windshield protection plan price from $35 to $25
Awesome https://t.co/MRlTU1XTbf pic.twitter.com/PWkMZt1H7G
— TESLARATI (@Teslarati) August 28, 2026
There is no long-term contract. Coverage applies only to the front glass and does not include collision, vandalism, or weather damage.
The Cybertruck’s large, complex windshield has been more expensive to replace than glass on Tesla’s cars, which is why the pickup started at a higher subscription price. The $10 monthly cut reduces the annual cost from $420 to $300. Tesla has not publicly explained the change. The timing coincides with a year of claims data after the plan was extended to the Cybertruck.
Tesla sells several related protection products as monthly subscriptions through the Tesla app. The Windshield Protection Plan is also offered on other models. Model 3 and Model Y currently cost $16 a month. Those passenger-car rates are unchanged in the latest Cybertruck notice.
The Wheel and Tire Protection Plan covers road-hazard damage such as potholes, nails, and debris. Repairs are unlimited. Each wheel or tire replacement appointment has a $25 deductible. Pricing varies by model and whether the vehicle is a Performance version. Tesla is raising some of those rates on the same October 1 date.
Reported examples include Model 3 Performance moving from $16 to $24 and Model Y Performance from $20 to $24. Cybertruck wheel-and-tire coverage has been listed at $20 a month for the standard configuration.
A separate Luxe Package bundles four years of windshield coverage, wheel-and-tire coverage, and recommended maintenance on certain new Model S, Model X, and Cyberbeast orders, although the Model S and X are now defunct.
Tesla also offers an Extended Service Agreement after the basic vehicle warranty ends. That product covers many Tesla-manufactured parts rather than glass or tires. Together, the plans give owners a menu of targeted, cancel-anytime coverage instead of relying only on auto insurance.
News
Tesla Cybercab fleet grows in Austin ahead of launch event
UPDATE: The number has now been updated to 45 units, up from 7!
Here we go! Tesla has just added another 38 Cybercabs to its Robotaxi fleet, bringing the total up to 45, according to the Texas DMV.
Robots on robots on robots! This Thursday’s launch event is gonna be awesome🤖🤖🤖 pic.twitter.com/3HF24rHK4T
— Sawyer Merritt (@SawyerMerritt) August 31, 2026
Tesla is bolstering its Cybercab fleet with the State of Texas’s regulatory bodies ahead of the planned launch of the all-electric ride-hailing vehicle this Thursday.
Seven purpose-built Tesla Cybercabs have been added to Texas’s official automated vehicle registry, appearing in the Texas Motor Carrier Credentialing System (TxMCCS) public lookup just three days before Tesla’s invite-only Cybercab launch event in Austin on September 3.
The records, visible through TxDMV’s Motor Carrier and Automated Motor Vehicle Operator Lookup, list seven 2026 Tesla Cybercabs under Tesla Robotaxi, LLC. Their VINs begin with the 5YJA prefix, distinct from the 7SAYG Model Y robotaxis that already dominate Tesla’s Texas fleet.
Community trackers that scrape the same public database recorded the new entries on August 31, bringing Tesla’s authorized Texas robotaxi total to 276 vehicles: 269 Model Ys and the seven Cybercabs:
🚨 There are now SEVEN Tesla Cybercabs registered with the state of Texas
We are just three days from Cybercab! pic.twitter.com/ndwhuFYsep
— TESLARATI (@Teslarati) August 31, 2026
Texas Senate Bill 2807, which took effect in late May 2026, created a self-certification framework for commercial Level 4 operations. Operators file through TxMCCS, attest to SAE Level 4 capability, maintain insurance, and keep an active vehicle list.
Tesla completed that process months earlier for its existing Model Y Robotaxi service, which has carried paying passengers in Austin, Dallas, Houston and other markets. Adding the Cybercabs to the same authorization means the new two-seat, steering-wheel-free vehicles are now legally recognized for commercial use on Texas roads.
The timing is deliberate as Tesla scheduled the September 3 event at its Austin campus after sending invitations to selected Robotaxi riders and other guests. The company has described the evening as a chance to “experience the future of full autonomy” and plans to livestream it.
Production Cybercabs, which lack pedals and a steering wheel, have been rolling off the Giga Texas line for months; some earlier examples still carried temporary driver controls for data collection. Registering a small fleet of the finished design immediately before the public event signals that Tesla intends to move the purpose-built vehicle from factory and test tracks into the same Robotaxi app already used by Model Y passengers.
The seven units remain a tiny fraction of Tesla’s overall Texas authorization and far smaller than competing fleets. Registration does not automatically equal unsupervised public rides; it is the legal prerequisite.
Still, the sudden appearance of Cybercab VINs in the state’s lookup system, after a year of Model Y-only listings, is the clearest official confirmation yet that Tesla’s dedicated robotaxi hardware is entering the regulatory pipeline at the same moment the company is preparing to show it to invited guests and a global livestream audience.
Whether those seven vehicles appear at the September 3 event or begin carrying passengers shortly afterward, their presence in TxMCCS marks a concrete regulatory step that has been anticipated since the Cybercab concept was first revealed.