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Mercedes-Benz VISION EQXX has considerably more range than any EV offered currently
German automaker Mercedes-Benz unveiled an electric car with 620 miles, or 1,000 kilometers, of range on Monday. The VISION EQXX has the potential to revolutionize electric vehicle road trips and overall adoption, offering considerably more range than any other EV on the market.
While the current projections for range are extending far past any electrified model currently offered by any company on the market, the figures were obtained by using internal digital simulations or real-life traffic conditions.
“The technology program behind the VISION EQXX will define and enable future Mercedes-Benz models and features,” Markus Schäfer, Member of the Board of Management of Daimler AG and Mercedes-Benz AG, Chief Technology Officer responsible for Development and Procurement, said. “As a halo car, the VISION EQXX firmly establishes Mercedes-Benz as the brand that pairs luxury with technology in the automotive world and beyond. And the way we developed it is as revolutionary as the vehicle itself. VISION EQXX has seen the best minds from our R&D centers work together with engineers from our Formula 1 and Formula E programs. They are proving that innovations from motorsport – where powertrains are already highly electrified – have immediate relevance for road car development. We are challenging current development processes with innovative spirit and outside-the-box thinking. This truly is the way forward.”
There is a lot to unpack in Mercedes’ lengthy press release, which features all of the fine points of the vehicle. However, the vehicle has lofty and somewhat groundbreaking expectations, even for a company that has as much story and tradition as Mercedes-Benz does. Executives have no issues looking at it as something that will undoubtedly be on the roads in the future. “All the elements that we see in this car will make it into series production,” Schäfer added.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- VISION EQXX Außenspiegel // VISION EQXX exterior mirror
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- UI/UX im VISION EQXX: Das Benutzererlebnis im VISION EQXX katapultiert uns in eine intelligente, softwaregesteuerte Zukunft. Mit einem beeindruckenden Design und intuitiv bedienbar erstreckt sich das erste komplett nahtlose Display in einem Mercedes-Benz über 47,5 Zoll von einer A-Säule zur anderen. // UI/UX in the VISION EQXX: The user interface and user experience inside the VISION EQXX catapults us into a highly responsive, intelligent and software-driven future. Stunning to look at, intuitive to work with and in tune with the human mind, the first ever completely seamless display in a Mercedes-Benz spans 47.5 inches from one A-pillar to the other.
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- UI/UX im VISION EQXX: Das Benutzererlebnis im VISION EQXX katapultiert uns in eine intelligente, softwaregesteuerte Zukunft. Mit einem beeindruckenden Design und intuitiv bedienbar erstreckt sich das erste komplett nahtlose Display in einem Mercedes-Benz über 47,5 Zoll von einer A-Säule zur anderen. // UI/UX in the VISION EQXX: The user interface and user experience inside the VISION EQXX catapults us into a highly responsive, intelligent and software-driven future. Stunning to look at, intuitive to work with and in tune with the human mind, the first ever completely seamless display in a Mercedes-Benz spans 47.5 inches from one A-pillar to the other.
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- UI/UX im VISION EQXX: Das Benutzererlebnis im VISION EQXX katapultiert uns in eine intelligente, softwaregesteuerte Zukunft. Mit einem beeindruckenden Design und intuitiv bedienbar erstreckt sich das erste komplett nahtlose Display in einem Mercedes-Benz über 47,5 Zoll von einer A-Säule zur anderen. // UI/UX in the VISION EQXX: The user interface and user experience inside the VISION EQXX catapults us into a highly responsive, intelligent and software-driven future. Stunning to look at, intuitive to work with and in tune with the human mind, the first ever completely seamless display in a Mercedes-Benz spans 47.5 inches from one A-pillar to the other.
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- UI/UX im VISION EQXX: Das Benutzererlebnis im VISION EQXX katapultiert uns in eine intelligente, softwaregesteuerte Zukunft. Mit einem beeindruckenden Design und intuitiv bedienbar erstreckt sich das erste komplett nahtlose Display in einem Mercedes-Benz über 47,5 Zoll von einer A-Säule zur anderen. // UI/UX in the VISION EQXX: The user interface and user experience inside the VISION EQXX catapults us into a highly responsive, intelligent and software-driven future. Stunning to look at, intuitive to work with and in tune with the human mind, the first ever completely seamless display in a Mercedes-Benz spans 47.5 inches from one A-pillar to the other.
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- VISION EQXX Interieur // VISION EQXX interior
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- UI/UX im VISION EQXX: Das Benutzererlebnis im VISION EQXX katapultiert uns in eine intelligente, softwaregesteuerte Zukunft. Mit einem beeindruckenden Design und intuitiv bedienbar erstreckt sich das erste komplett nahtlose Display in einem Mercedes-Benz über 47,5 Zoll von einer A-Säule zur anderen. // UI/UX in the VISION EQXX: The user interface and user experience inside the VISION EQXX catapults us into a highly responsive, intelligent and software-driven future. Stunning to look at, intuitive to work with and in tune with the human mind, the first ever completely seamless display in a Mercedes-Benz spans 47.5 inches from one A-pillar to the other.
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- Das Batteriepaket des VISION EQXX speichert annähernd 100 kWh Energie bei 50 Prozent weniger Volumen und 30 Prozent weniger Gewicht als das in dieser Hinsicht weltbeste Batteriepaket des EQS. // The battery pack in the VISION EQXX holds almost 100 kWh of energy, yet has 50% less volume and is 30% lighter than the already benchmark pack in EQS.
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- Wegweisender Antriebsstrang für das Elektrozeitalter: Das radikal neue, von Mercedes-Benz entwickelte Antriebskonzept erreicht einen Benchmark-Wirkungsgrad von 95 Prozent von der Batterie bis zu den Rädern. // Pioneering drivetrain for the electric era: Radical new Mercedes-Benz electric drive system achieves benchmark efficiency of 95% from battery to wheels
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- BIONEQXXTM Gussteil – optimale Funktionalität auf kleinstem Raum: Das im Aluminium-Gussverfahren hergestellte BIONEQXX Element ist das derzeit größte Leichtmetall-Strukturbauteil bei Mercedes-Benz und bildet die Hauptkomponente im Heck des VISION EQXX – den Heckboden. // BIONEQXXTM casting: Currently the largest aluminium structural casting at Mercedes-Benz, BIONEQXX is the major structural component at the rear end of the VISION EQXX – the rear floor.
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- BIONICAST ist ein eingetragenes Markenzeichen von Mercedes-Benz für Gussteile, die nach natürliche, bionischen Prinzipien konstruiert sind. Beispielsweise sind die Träger der Scheibenwischer des VISION EQXX nach bionischen Prinzipien gestaltet. // BIONICAST is a Mercedes-Benz registered trademark applied to structural castings engineered according to the principles of nature. For example, the bracket carrying the windscreen wipers of the VISION EQXX is designed using principles of bionic engineering.
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- Der Leichtbaugedanke wurde beim VISION EQXX konsequent umgesetzt. Neue glasfaserverstärkte Kunststofffedern, die in Zusammenarbeit mit Rheinmetall Automotive entwickelt wurden, sorgen für eine Gewichtseinsparung im Vergleich zu herkömmlichen Schraubenfedern. // Lightweight design thinking was applied throughout the VISION EQXX. Meanwhile, new advanced glass-fibre-reinforced plastic springs developed in partnership with Rheinmetall Automotive remove further weight compared with conventional coil springs.
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- Von Pilzen bis hin zu veganer Seide – nachhaltige Werkstoffe im VISION EQXX Interieur: Beispielsweise sind die Türgriffe im VISION EQXX aus Biosteel-Faser gefertigt. Dabei handelt es sich um ein hochfestes, biotechnologisch erzeugtes und als vegan zertifiziertes seidenähnliches Gewebe. // From mushrooms to vegan silk, nature’s influence continues in the VISION EQXX interior. For instance, the door pulls in the VISION EQXX are made from Biosteel fibre. This is a high-strength, biotechnology-based and certified-vegan silk-like fabric.
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- Das Batteriepaket des VISION EQXX speichert annähernd 100 kWh Energie bei 50 Prozent weniger Volumen und 30 Prozent weniger Gewicht als das in dieser Hinsicht weltbeste Batteriepaket des EQS. // The battery pack in the VISION EQXX holds almost 100 kWh of energy, yet has 50% less volume and is 30% lighter than the already benchmark pack in EQS.
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- Im Innenraum des VISION EQXX kommt UBQ-Material zum Einsatz, ein nachhaltiger Kunststoffersatz, der aus Haushaltsabfällen hergestellt wird. // The interior oft he VISION EQXX features UBQ material, a sustainable plastic substitute made from household and municipal landfill waste.
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- Der VISION EQXX verdankt seinen herausragenden cW-Wert von 0,17 der strömungsförmigen Grundform, der innovativen, aerodynamisch neutralen Kühlplatte im Unterboden und der aufwändigen Integration von passiven und aktiven Aero-Elementen in die Karosserie. // The VISION EQXX owes its outstanding drag coefficient of 0.17 to its streamlined basic shape, the innovative, aerodynamically neutral cooling plate in the underbody and the elaborate integration of passive and active aero elements in the body.
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- Der VISION EQXX verdankt seinen herausragenden cW-Wert von 0,17 der strömungsförmigen Grundform, der innovativen, aerodynamisch neutralen Kühlplatte im Unterboden und der aufwändigen Integration von passiven und aktiven Aero-Elementen in die Karosserie. // The VISION EQXX owes its outstanding drag coefficient of 0.17 to its streamlined basic shape, the innovative, aerodynamically neutral cooling plate in the underbody and the elaborate integration of passive and active aero elements in the body.
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- Der VISION EQXX verdankt seinen herausragenden cW-Wert von 0,17 der strömungsförmigen Grundform, der innovativen, aerodynamisch neutralen Kühlplatte im Unterboden und der aufwändigen Integration von passiven und aktiven Aero-Elementen in die Karosserie. // The VISION EQXX owes its outstanding drag coefficient of 0.17 to its streamlined basic shape, the innovative, aerodynamically neutral cooling plate in the underbody and the elaborate integration of passive and active aero elements in the body.
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- Mercedes-Benz VISION EQXX, Exterieur // Mercedes-Benz VISION EQXX, exterior
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- Mercedes-Benz VISION EQXX, Exterieur // Mercedes-Benz VISION EQXX, exterior
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- Mercedes-Benz VISION EQXX, Exterieur // Mercedes-Benz VISION EQXX, exterior
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- Der VISION EQXX zeigt, wie sich Mercedes-Benz die Zukunft des Elektroautos vorstellt. Das Auto hat eine Reichweite von mehr als 1.000 Kilometern und einen Energieverbrauch von weniger als 10 kWh pro 100 Kilometer. Der VISION EQXX steht für neue Maßstäbe hinsichtlich Energieeffizienz und Reichweite im realen Straßenverkehr sowie für die revolutionäre Entwicklung von Elektroautos. // The VISION EQXX is how Mercedes-Benz imagines the future of electric cars. The car has a range of more than 1,000 kilometres with an outstanding energy consumption of less than 10 kWh per 100 kilometres. The VISION EQXX stands for major new advances: it sets new standards in terms of energy efficiency and range in real-life traffic, and revolutionises the development of electric cars.
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- Mercedes-Benz VISION EQXX, Interieur // Mercedes-Benz VISION EQXX, interior
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- Mercedes-Benz VISION EQXX, Interieur // Mercedes-Benz VISION EQXX, interior
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- Das UI/UX im VISION EQXX bietet ein neues Maß an digitalem Luxus. Es liefert den Insassen die Informationen, die sie brauchen. Und zwar genau dann, wenn sie sie brauchen – nicht mehr und nicht weniger. // The UI/UX in the VISION EQXX offers a new level of digital luxury, providing the occupants with the information they need when they need it – no more no less.
Among the most interesting features, apart from the massive range estimation and other efficiency ratings that will put it among the “who’s who” of the EV industry, is Mercedes’ plan to utilize solar cells to supplement additional needs. The car will draw additional energy from 117 solar cells installed on the roof. Developed alongside the Fraunhofer Institute for Solar Energy Systems ISE — the largest solar energy research institute in Europe — the solar cells will reduce the energy drain on the high-voltage system. Under ideal conditions, Mercedes-Benz says, an additional 15 miles, or 25 km, will be generated from the solar cells.
Mercedes is coming off of a huge announcement last month where it unveiled it had officially received approval for the first SAE Level 3 autonomous driving system with DRIVE PILOT. The system, which will act as a “traffic jam chauffer,” according to SAE guidelines, is the first conditionally automated driving system to meet the requirements of Global Automotive Regulation No. 157, which concerns the approval of vehicles with regards to Automated Lane-Keeping Systems.
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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.”
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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.
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.
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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.
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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.
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.
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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.
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