News
Porsche seems to be adapting elements of Tesla’s Supercharger Network for the Taycan
There are several legacy automakers coming up with vehicles designed to compete against Tesla in the premium electric car segment. Among them, the company that appears to be putting the most effort into its EV push is Porsche, as the automaker is now setting the stage for the release of its first all-electric car — the Taycan, formerly known as the Mission E sedan.
Initially unveiled as a stunning concept car at the 2015 Frankfurt Motor Show, the Taycan instantly attracted a lot of attention and interest among electric car enthusiasts. Unlike other car manufacturers like Jaguar and its impressive I-PACE compact SUV (which does not have a dedicated charging infrastructure), Porsche is putting a lot of effort into making sure that the Taycan becomes a viable alternative to gas-powered vehicles when it gets released. One of these initiatives is the IONITY network, an ultra-fast charging solution being developed with other legacy car companies like Volkswagen and BMW.
In a recent update on its official website, Porsche revealed that it would be rolling out its own dedicated fast-charging solution for the Taycan and its other upcoming all-electric vehicles. The article, which involved an interview with Otmar Bitsche, Director of Development Electrics, Electronics, Electromobility at Porsche and Michael Kiefer, Director of High-Voltage Systems at Porsche Engineering, featured some interesting insights into the company’s efforts at developing Charging Parks, a system that does not seem very different from the Supercharger Network being utilized by Tesla.
Bitsche notes that with the current charging systems in the market, “complicated payment modalities and extremely variable energy prices is a real barrier to the acceptance of electromobility.” This creates an inefficient charging system that becomes a nuisance for electric car drivers. Kiefer described Porsche’s solution to this problem in a statement.
“Someone who wants to drive from Munich to Hamburg in an electric vehicle today needs multiple cards with which they have to authenticate themselves at the charging stations. Porsche eliminates this authentication rigmarole for customers by establishing contracts with all of the charging station operators, so the customer only needs one charging card that is accepted everywhere. And they can also count on a guaranteed electricity price that applies throughout the entire country. Customers of the Porsche charging service ultimately receive just one transparent bill from Porsche,” he said.
Porsche’s response to long-distance charging challenges, apart from its participation in the IONITY network, is the Charging Park. Porsche notes that the Charging Park concept is designed to make charging effortless for electric car owners, in the way that they are placed in strategic locations and are available 24/7. The legacy automaker also mentioned the ChargeBox, a charging solution that could be installed in cities and areas that could not accommodate a Charging Park.
“We have invested a great deal of effort in the issue of user-friendliness. Our charging stations even look different than the predominant ones seen today. They aid the customer through a design that guides the cable cleanly. We’ve also designed the overall system for the lowest possible power loss. That pay-off in terms of operating costs and the potential operator of the Park stands to save a lot of money.
-
“We have two different variants, the Charging Park and the ChargeBox. The Park is designed for locations with more available space in which a very high volume of charges is to be expected, 24 hours a day, seven days a week. With a small compact station, however, a charging park is possible in the city as well, for example in a residential area. For all areas with extreme space constraints, there is our second variant, the ChargeBox with an integrate battery. It can be connected to the normal low-voltage grid and enables fast charging in spite of its compact dimensions.”
In true Porsche style, its electric cars’ charging system is designed for speed. With the Taycan, for example, the complany plans to equip the vehicle with an 800-volt battery optimized for ultra-fast charging. The Taycan could recharge at speeds of up to ~350 kW through the IONITY network and similar systems, far beyond the ~120 kW offered by Tesla’s current-generation Superchargers.
Overall, Porsche’s decision to focus on a charging network to support its upcoming electric vehicles is a strategic move that can pay off in spades. A dedicated charging system, after all, makes a big difference in the ownership experience of electric cars. Model S, X, and 3 owners, for one, would point to the Supercharger Network as one of the biggest benefits of owning a Tesla, considering that the system enables true long-distance travel. With this in mind, it is quite encouraging to see legacy automakers such as Porsche adopting a rather similar concept for their own vehicles.
Porsche expects to start the production of the Taycan to begin sometime in 2019, though pre-orders for the vehicle could now be filed in the United States and other selected territories. Production of the electric car is expected to be held at the company’s Zuffenhausen facility in Stuttgart, Germany, where it manufactures the Porsche 911, 718 Boxster, and the 718 Cayman. The company plans to roll out 20,000 Taycans per year when the vehicle enters production.
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.
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.
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.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
