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Nikola Motor unveils 1,000 HP hydrogen-electric truck with 1,200 mi. range

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Nikola Motor Company unveiled its zero emissions Class 8 truck at company headquarters this week. Dubbed the Nikola One, the once all-electric prototype now hydrogen powered, boasts an incredible 1,200 miles of range and will be stiff competition for Tesla’s planned entry into the long haul trucking segment with its all-electric Tesla Semi.

Nikola One is sleek and futuristic. Because it has no diesel engine, the cab can be pushed forward as far as possible to give the driver a panoramic view of the road ahead. Individual electric motors for each of its six wheels provides an incredible 1,000 horsepower and 2,000 lb-ft of torque. Both numbers are considerably higher than for a typical tractor.

Power comes from a 320 kWh battery developed by the company. “Our battery engineers have made major advances in storage and cooling,” said Nikola founder and CEO Trevor Milton. “We believe our lithium battery packs are more energy dense and weigh less than any available vehicle production pack per kWh.”

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The company had previously designed Nikola One as an electric truck that would have a range extender via a turbine powered by natural gas. But at the reveal, the company announced the turbine has been replaced by a hydrogen fuel cell that will keep the battery charged and provide a range between 800 to 1,200 miles.

The prototype on display this week is technological marvel. An array of sensors and cameras permit the driver to have a full 360º view around the entire rig at all times, eliminating blind spots all together. Inside the cab there is room for a one or two full size beds, a refrigerator/freezer, a 40″ curved 4K TV with Apple TV, as well as Wi-Fi and 4G LTE connectivity. Comfort and convenience for the driver will be unparalleled.

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The company says it is evaluating a number of locations for its factory. “Nikola will build a world-class advanced manufacturing facility which will create thousands of new jobs,” says Trevor Milton. He claims the factory will be able to build 50,000 trucks a year by 2020.

So far, one might be forgiven for thinking the Nikola One is mostly vaporware except for one thing. The company has struck a deal with Ryder Systems, which has agreed to be Nikola’s exclusive nationwide distribution and maintenance provider. Ryder has a network of over 800 service locations in North America today.

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“We are extremely excited to finally show off the Nikola One to the public for the first time,” said Milton. “There are many out there that wondered if we would deliver, but today we proudly show off the most advanced semi-truck ever built. We couldn’t be more thrilled to have one of the best brands in America, Ryder, as our trusted partner providing nationwide sales, service and warranty for Nikola Motor Company.”

The financial plan for the company calls for leasing the trucks for 72 months at rates of between $5,000 and $7,000 a month. The lease fee will cover all scheduled maintenance at a Ryder facility and the cost of hydrogen fuel. Talking a page from the Tesla playbook, Nikola is accepting reservations for its battery/fuel cell Class 8 truck. It says it has received billions of dollars worth of deposits which cost $1,500 and are fully refundable.

Meanwhile, Elon Musk has let it be known that he also has his eye on the heavy truck market. We can be sure his vision for a Tesla Semi won’t involve any onboard fossil fueled range extender engines or what he dismissively calls “fool cells.”

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The Coast of Hydrogen

Nikola says it intends to develop a network of 350 hydrogen fueling stations across North America for its trucks, beginning in 2018. It would be similar to the Supercharger network Tesla has been building to support long distance travel for its fleet of electric cars. But here’s the rub.

Hydrogen refueling stations cost $2 million or more to construct. It is estimated that a typical Tesla Supercharger location costs about one tenth as much to build. Exactly who will be paying for the hydrogen refueling system is unclear. And there are other issues with using hydrogen. Yes, the waste products of a fuel cell are water vapor and heat. But getting the hydrogen requires tremendous amounts of energy.

In the US, most hydrogen is derived from natural gas. Take the process back a step or two and that natural gas is often the result of fracking, a process that at the very least is controversial and at worst results in heavy pollution of the land and groundwater in the vicinity. Whether the Nikola One can accurately be called “zero emissions” is a matter for debate.

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Tesla begins Robotaxi certification push in Arizona: report

Tesla seems serious about expanding its Robotaxi service to several states in the coming months.

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Credit: Tesla

Tesla has initiated discussions with Arizona transportation regulators to certify its driverless Robotaxi service in the state, as per a recent report from Bloomberg News. The move follows Tesla’s launch of its Robotaxi pilot program in Austin, Texas, as well as CEO Elon Musk’s recent comments about the service’s expansion in the Bay Area.

The Arizona Department of Transportation confirmed to Bloomberg that Tesla has reached out to begin the certification process for autonomous ride-sharing operations in the state. While details remain limited, the outreach suggests that Tesla is serious about expanding its driverless Robotaxi service to several territories in the coming months.

The Arizona development comes as Tesla prepares to expand its service area in Austin this weekend, as per CEO Elon Musk in a post on X. Musk also stated that Tesla is targeting the San Francisco Bay Area as its next major market, with a potential launch “in a month or two,” pending regulatory approvals.

Tesla first launched its autonomous ride-hailing program on June 22 in Austin with a small fleet of Model Y vehicles, accompanied by a Tesla employee in the passenger seat to monitor safety. While still classified as a test, Musk has said the program will expand to about 1,000 vehicles in the coming months. Tesla will later upgrade its Robotaxi fleet with the Cyercab, a two-seater that is designed without a steering wheel.

Sightings of Cybercab castings around the Giga Texas complex suggests that Tesla may be ramping the initial trial production of the self-driving two-seater. Tesla, for its part, has noted in the past that volume production of the Cybercab is expected to start sometime next year.

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In California, Tesla has already applied for a transportation charter-party carrier permit from the state’s Public Utilities Commission. The company is reportedly taking a phased approach to operating in California, with the Robotaxi service starting with pre-arranged rides for employees in vehicles with safety drivers.

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Tesla sets November 6 date for 2025 Annual Shareholder Meeting

The automaker announced the date on Thursday in a Form 8-K.

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Credit: Tesla

Tesla has scheduled its 2025 annual shareholder meeting for November 6, addressing investor concerns that the company was nearing a legal deadline to hold the event. 

The automaker announced the date on Thursday in a Form 8-K submitted to the United States Securities and Exchange Commission (SEC). The company also listed a new proposal submission deadline of July 31 for items to be included in the proxy statement.

Tesla’s announcement followed calls from a group of 27 shareholders, including the leaders of large public pension funds, which urged Tesla’s board to formally set the meeting date, as noted in a report from The Wall Street Journal

The group noted that under Texas law, where Tesla is now incorporated, companies must hold annual meetings within 13 months of the last one if requested by shareholders. Tesla’s previous annual shareholder meeting was held on June 13, 2024, which placed the July 13 deadline in focus.

Tesla originally stated in its 2024 annual report that it would file its proxy statement by the end of April. However, an amended filing on April 30 indicated that the Board of Directors had not yet finalized a meeting date, at least at the time.

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The April filing also confirmed that Tesla’s board had formed a special committee to evaluate certain matters related to CEO Elon Musk’s compensation plan. Musk’s CEO performance award remains at the center of a lengthy legal dispute in Delaware, Tesla’s former state of incorporation.

Due to the aftermath of Musk’s legal dispute about his compensation plan in Delaware, he has not been paid for his work at Tesla for several years. Musk, for his part, has noted that he is more concerned about his voting stake in Tesla than his actual salary.

At last year’s annual meeting, TSLA shareholders voted to reapprove Elon Musk’s compensation plan and ratified Tesla’s decision to relocate its legal domicile from Delaware to Texas.

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Grok coming to Tesla vehicles next week “at the latest:” Elon Musk

Grok’s rollout to Tesla vehicles is expected to begin next week at the latest.

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Credit: Tesla China

Elon Musk announced on Thursday that Grok, the large language model developed by his startup xAI, will soon be available in Tesla vehicles. Grok’s rollout to Tesla vehicles is expected to begin next week at the latest, further deepening the ties between the two Elon Musk-led companies.

Tesla–xAI synergy

Musk confirmed the news on X shortly after livestreaming the release of Grok 4, xAI’s latest large language model. “Grok is coming to Tesla vehicles very soon. Next week at the latest,” Musk wrote in a post on social media platform X.

During the livestream, Musk and several members of the xAI team highlighted several upgrades to Grok 4’s voice capabilities and performance metrics, positioning the LLM as competitive with top-tier models from OpenAI and Google.

The in-vehicle integration of Grok marks a new chapter in Tesla’s AI development. While Tesla has long relied on in-house systems for autonomous driving and energy optimization, Grok’s integration would introduce conversational AI directly into its vehicles’ user experience. This integration could potentially improve customer interaction inside Tesla vehicles.

xAI and Tesla’s collaborative footprint

Grok’s upcoming rollout to Tesla vehicles adds to a growing business relationship between Tesla and xAI. Earlier this year, Tesla disclosed that it generated $198.3 million in revenue from commercial, consulting, and support agreements with xAI, as noted in a report from Bloomberg News. A large portion of that amount, however, came from the sale of Megapack energy storage systems to the artificial intelligence startup.

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In July 2023, Musk polled X users about whether Tesla should invest $5 billion in xAI. While no formal investment has been made so far, 68% of poll participants voted yes, and Musk has since stated that the idea would be discussed with Tesla’s board.

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