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GM collaborates with Pilot to build EVgo fast-charging network across the U.S.

Credit: EVgo

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General Motors will collaborate with Pilot Company (Pilot and Flying J) to establish a nationwide DC fast-charging network that will be installed, operated, and maintained by EVgo. The project is a demonstration of how public and private companies can help to build out the nationwide EV charging infrastructure, a crucial part of the expansion of electric vehicle adoption.

The 2,000-stall network will be built out along American highways, connecting urban and rural communities. Chargers will be available at 50-mile intervals across the United States.

The chargers will be open to all EV brands at up to 500 Pilot and Flying J locations, and GM customers, due to the collaboration, will receive exclusive benefits, including exclusive reservations, discounts on charging, real-time charger availability updates, and route planning. “This collaboration is expected to enhance America’s EV driving experience,” GM said.

The Pilot and Flying J locations that will be equipped with EVgo fast chargers will include numerous stalls, including ones capable of charging speeds up to 350 kW. EVgo is also working with GM to add more than 3,250 fast chargers to American cities and suburban areas within the next three years. EVgo was chosen due to its expertise in building, operating, and maintaining DC fast charging infrastructure. The sites will feature numerous convenience features as well, including pull-through capabilities for pickups and SUVs hauling trailers, and canopies to protect owners from weather and the elements.

GM’s Mary Barra said, “We are committed to an all-electric, zero-emissions future, and ensuring that the right charging infrastructure is in place is a key piece of the puzzle. With travel centers across North America, Pilot Company is an ideal collaborator to reach a broad audience of EV drivers.”

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GM and Pilot Company to Build Out Coast-to-Coast EV Fast Charging Network

GM said that research performed by Escalent in 2021 showed one of the largest barriers to mass EV adoption was a lack of widespread access to highway charging, particularly in underserved urban and rural areas. This is a main reason for the collaboration, according to Cath Zoi, the CEO of EVgo.

“EVgo, GM, and Pilot Company share a commitment to building an electric fueling network that increases access and makes the shift to electrification as frictionless as possible for all. We look forward to this collaboration and ensuring the EVgo network provides nationwide coverage, including critical corridors for road trips, Zoi said. “Through EVgo eXtend, we are demonstrating yet another innovative pathway to help America electrify — and showcasing why EVgo’s technology and industry leadership make us the partner of choice to site hosts, automakers, and drivers alike as we work together to deliver a cleaner future of transportation.”

The collaboration is just one part of GM’s nearly $750 million investment into expanding the EV charging infrastructure:

  • Enabling access to more than 100,000 charge points in the U.S. and Canada through its Ultium Charge 360 ecosystem
  • Collaborating with EVgo to build out a network of 3,250 charging stalls in major metro areas by 2025
  • Installing up to 40,000 chargers in local dealer communities through GM’s Dealer Community Charging Program, focusing on underserved rural and urban areas

On the other hand, the collaboration is also part of Pilot Company’s “New Horizons” initiative, which has set a $1 billion investment aside to fully upgrade travel centers with amenities and other features that are not typically available at current EV charging locations. These include free Wi-Fi, lounge areas, restrooms, on-site restaurants, coffee, travel essentials, and souvenirs.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.

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Credit: @niccruzpatane/X

Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently. 

Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.

Recent Cybercab sightings

Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.

Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.

Previewing the autonomous future

Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.

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The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds. 

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Tesla celebrates 9 million vehicles produced globally

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.

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Credit: Tesla Asia/X

Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai. 

The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.

Tesla’s 9 million vehicle milestone

The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.” 

Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.

Giga Shanghai’s legacy

Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment. 

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Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub. 

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Tesla officially publishes Q4 2025 vehicle delivery consensus

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.

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Credit: Tesla

Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025. 

By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.

Official consensus sets the record straight

Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars. 

Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Credit: Tesla Investor Relations

Tesla’s busy Q4 2025

Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.

The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals. 

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