News
Tesla Semi truck’s battery pack and overall weight explored
The big question on everyone’s mind–at least on the minds of those who understand the freight transportation industry–is how much the Tesla Semi might weigh. If Tesla’s all-electric semi truck is to be competitive at all, it must be capable of carrying the same loads as current-use semi-trucks in the Class 8 field do.
A big point of contention from nay-sayers and those in the trucking industry who understand logistics was the lack of announcement of the Tesla Semi’s actual weight. Plenty of press was given to the much-touted “80,000-pound capacity” number bandied around by CEO Elon Musk during the truck’s unveiling late last year. That number, however, refers only to the gross vehicle weight (GVW) of the Tesla Semi and is, in fact, exactly the same number used by every Class 8 truck on the road. They’re called Class 8s, in fact, because the 8 refers to that 80,000-pound total vehicle capacity.
What wasn’t given by Tesla was the gross vehicle tare weight (GVTW) of the Semi. This is a far more important number. Where the GVW gives the total capacity of the truck in terms of how much its freight plus the truck itself can weigh, the GVTW gives just the weight of the truck, sans trailer and freight. This number tells logistics experts how much actual freight and trailer the truck can haul legally.
For example, a typical “day cab” configuration 18-wheeler with a diesel engine weighs roughly 32,000 pounds with a relatively lightweight box trailer attached and full fuel tanks. That leaves about 48,000 pounds of freight capacity for the truck. That’s important because, although the truck won’t be loaded to capacity every time, it will be expected to be capable of carrying up to about that weight. Most big rigs on the road are capable of hauling 44,000 or more pounds worth of freight, depending on configuration and trailer type.
Having experience with driving commercial trucks in the past, once hauling a refrigerated trailer that had a freight capacity of 44,500 pounds, I learned that some industries count on freight capacity as part of their logistics costs and will literally fill a truck to its maximum in order to minimize those costs.
In logistics, weight and total freight capacity are highly important metrics in the overall scheme.
What We Know
Thinking about that, then, let’s look at what we know of the Tesla Semi and its potential weight. We know that the truck uses four independent electric motors that are derived from the Model 3, that it has an energy consumption of less than 2 kWh per mile, and that it can be charged to up to 400 miles in about half an hour. We also know that Elon promised 300 to 500 miles of range in total. On that latter point, it’s pretty clear that a “lower range, cheaper option” will be offered as has been done with most of Tesla’s vehicles to-date. So we can assume a 300-mile version and a 500-mile version will be forthcoming for the Semi.
We also know that the Tesla Semi had eight ports in its charging plug array. We saw this at the unveil in some close-up photos.
It’s clear to us that even if the Tesla Semi isn’t to become a big player in the trucking industry, the idea behind it will change things forever.
What We Don’t Know
What we don’t know is whether Musk and Co have something up their sleeves for the batteries. Much of the speculation regarding the Tesla Semi has been in regards to Tesla Semi’s massive battery pack.
In actuality, having a huge battery breakthrough on a vehicle like the Tesla Semi would not necessarily be a good thing for business. If there is a huge breakthrough, then all bets are off and most of our speculation in this article is moot. That would, however, mean that the sales potential of the Semi would be far lower than it would be otherwise because one thing that logistics companies and fleet managers aren’t interested in are flashy new, breakthrough, and (most importantly) untested, unproven technologies.
To a fleet manager, those phrases mean “breaks often, expensive to fix” and the potential positives will be ignored because of that. No one who wants to keep a job as a fleet manager or logistics purchaser will gamble on something unproven. Like new battery technology for a truck whose primary cost will be in its batteries. Likewise, unless there is a clear benefit in some terms other than pure business (like marketing or potential tax breaks), no board of directors will risk shareholder wrath on new tech either.
Close-up look at Tesla Semi’s drivetrain from underneath
We can say, as a side note, that most of the orders that have been placed for the Tesla Semi thus far are from corporations and companies who are doing business in areas where the marketing bonanza and potential tax incentives for laying down those relatively low-cost deposits are immense. Most of the companies involved have already invested heavily (and very publicly) in alternative fuel options outside of Tesla over the past few years. We also note the timing of both the Tesla Semi’s announcement (and order-taking) and the before-2018 rush by potential customers to put in deposits.
We reiterate that our not knowing if Tesla has some kind of big battery breakthrough announcement is a big “if” in our analysis here.
What People Smarter Than Us Have Said
Some people who know more than we do about things like math and engineering science have crunched the numbers on the Tesla Semi’s battery potentials. Over at Engineering.com, John Ewbank broke the results down into layman format. Here’s the gist.
If the Tesla Semi uses 2 kWh to travel a mile, then a 500-mile range means 1,000 kWh of power. That is not the actual size of the battery, though, as the charging requirement would preclude a huge pack.
In order to get 400 miles in thirty minutes of charging, Ewbank notes, the charger would have to be 1.6MW to achieve the 800kWh of promised charge in only 30 minutes. Charging at that rate is not possible because the result would be arching in the pack, which would surely be akin to the next Boring Company Flamethrower meme when Semi trucks begin to explode in flames during charging as a regular event. So the charging has to be split up.

Tesla Semi Megacharger port could support 1 MW of power.
The answer is simple, of course, and may explain the strange layout of the eight-port charging hub shown on the Semi at its unveil: there are four battery packs.
Instead of one big pack, four smaller packs (one for each motor, even) are used and are thus charging separately from one another, but simultaneously. Based on Tesla Semi’s Megacharger port configuration, this would likely mean that four of them are positive sides and the other four are grounds. Allowing for a single, huge wire to be plugged into each. The controls for the charging system interface may be plugged in separately (perhaps the oval-shaped black thing to the side?).
What This Adds Up To
We add up that bit of information plus what we know about the truck and get an estimated weight. Using the current weight of a Tesla Model S battery pack at 540kg per 90 kWh, we can do some simple math to estimate the Semi’s batteries would weigh about 6,000 kg. We aren’t sure about the new battery weights for the upcoming battery updates, but we can assume a 10-15 percent reduction from several factors (storage density, improvements in chemistry, packaging lightening) without being too aggressive or overly optimistic. Going with the fifteen percent reduction, that 6,000 kg drops to 5,100 kg. That’s about 11,244 pounds.
A conventional tractor, as we’ve said, has a tare weight of around 32,000 pounds when fully fueled and with a lightweight box trailer in place. Remove the trailer and the truck itself is about 22,500 pounds. It’s difficult to then go to just the weight of the powertrain components and fuel, but they’re considerably less than 11,000 pounds in all.

Tesla Semi spotted doing a tire-shredding acceleration run down in the wild
Looking at the shipping weight for a crated engine and transmission for a Class 8 truck, we can see that they weigh about 8,000 pounds on average. Add in fuel and other components and another 1,500 pounds (at most) are put on the truck. We then assume that the rest of the truck (framing, braking systems, air compressor, etc) are about the same for the Tesla Semi in order for it to meet Class 8 standards. So we call those a wash.
That means that the Semi, under our estimates, is roughly two tons heavier than would be a standard day cab big truck in the Class 8 category. This means the Semi would be that much less capable in terms of freight hauling that’s offset by its unprecedented all-electric performance. That amount, however, is probably not enough to stop the primary buyers of a day cab truck like this from balking at a purchase. The weight difference alone would be repaid in potential fuel savings, tax incentives, green marketing, and maintenance costs.
The trouble will come with cost differences. If the ROI is not there, most logistics buyers won’t write any purchase orders. But at least we can say that as far as we can tell, the weight differences of the Tesla Semi alone aren’t going to be a huge bar against entry into the trucking industry.
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.



