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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.
Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Investor's Corner
SpaceX gets initial stock coverage from Tesla’s biggest bull
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.


