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Tesla’s secures deal with world’s top lithium company in ongoing 4680 battery push

Credit: Tesla Inc.

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China-based Ganfeng Lithium Co Ltd, which currently stands as the world’s top lithium company by market cap, and its unit, GFL International Co Ltd, recently announced that they had signed a supply deal with American electric vehicle maker Tesla. As per the lithium company, the deal is intended to supply battery-grade lithium products to Tesla for three years starting from 2022. 

The massive deal was formally announced by Ganfeng in a filing to the Shenzhen Stock Exchange on Monday. As per the lithium company’s filing, the sales amount and value of the three-year Tesla contract are still pending. The deal would likely be substantial, however, considering that Tesla intends to launch a number of key projects in its electric vehicle business in 2022. 

The company, for example, has noted that it expects its two newest factories to start initial operations by the end of 2021. This suggests that Tesla’s Gigafactory Berlin and Giga Texas facilities would likely see a ramp in their operations in 2022. Couple this with the fact that vehicles like the Cybertruck and the Semi — both of which are expected to utilize the company’s 4680 cells — might finally see some production next year, and it becomes no surprise that Tesla is securing supply deals for its products’ batteries. 

Tesla’s recently announced three-year lithium supply deal with Ganfeng is quite unsurprising, considering that the China-based supplier has already supplied battery-grade lithium products for the electric car maker in the past. Ganfeng has also been able to capitalize on the rise of the electric vehicle movement, with the lithium provider posting stellar earnings this year. Due to rising lithium prices and strong demand, Ganfeng’s Q3 and nine-month net profits were up 507% and 648% on an annual basis, respectively. 

Tesla’s aggressive battery strategies are starting to become evident. Apart from the company’s ongoing ramp of its in-house 4680 battery production pilot line at its Kato Road facility, the company is also placing massive orders for batteries from its suppliers. Reports from China also indicated that Tesla has placed an order for 45 GWh worth of lithium iron phosphate (LFP) batteries from Contemporary Amperex Technology (CATL), which is enough for nearly 800,000 Model 3 Standard Range Plus and Model Y Standard Range units. 

Tesla’s battery partner in Gigafactory Nevada, Japanese tech conglomerate Panasonic, has also unveiled its own 4680 battery cells. Kazuo Tadanobu, the head of Panasonic’s battery unit, was optimistic about the new battery, noting that the larger cell yields five times the capacity of smaller models. Panasonic also noted that it plans to start test production of its 4680 cells by March 2022 in Japan. 

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Swedish unions consider police report over Tesla Megapack Supercharger

The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm.

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Credit: Tesla Charging/X

Swedish labor unions are considering whether to file a police report related to a newly opened Tesla Megapack Supercharger near Stockholm, citing questions about how electricity is supplied to the site. The matter has also been referred to Sweden’s energy regulator.

Tesla Megapack Supercharger

The Tesla Megapack Supercharger opened shortly before Christmas in Arlandastad, outside Stockholm. Unlike traditional charging stations, the site is powered by an on-site Megapack battery rather than a direct grid connection. Typical grid connections for Tesla charging sites in Sweden have seen challenges for nearly two years due to union blockades.

Swedish labor union IF Metall has submitted a report to the Energy Market Inspectorate, asking the authority to assess whether electricity supplied to the battery system meets regulatory requirements, as noted in a report from Dagens Arbete (DA). The Tesla Megapack on the site is charged using electricity supplied by a local company, though the specific provider has not been publicly identified.

Peter Lydell, an ombudsman at IF Metall, issued a comment about the Tesla Megapack Supercharger. “The legislation states that only companies that engage in electricity trading may supply electricity to other parties. You may not supply electricity without a permit, then you are engaging in illegal electricity trading. That is why we have reported this… This is about a company that helps Tesla circumvent the conflict measures that exist. It is clear that it is troublesome and it can also have consequences,” Lydell said.

Police report under consideration

The Swedish Electricians’ Association has also examined the Tesla Megapack Supercharger and documented its power setup. As per materials submitted to the Energy Market Inspectorate, electrical cables were reportedly routed from a property located approximately 500 meters from the charging site.

Tomas Jansson, ombudsman and deputy head of negotiations at the Swedish Electricians’ Association, stated that the union was assessing whether to file a police report related to the Tesla Megapack Supercharger. He also confirmed that the electricians’ union was coordinating with IF Metall about the matter. “We have a close collaboration with IF Metall, and we are currently investigating this. We support IF Metall in their fight for fair conditions at Tesla,” Jansson said.

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Tesla HW4.5 spotted in new Model Y, triggers speculation

Owners taking delivery of recent Model Y builds have identified components labeled “AP45.”

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Credit: Tesla

Tesla’s Hardware 4.5 computer appears to have surfaced in newly delivered Model Y vehicles, prompting fresh speculation about an interim upgrade ahead of the company’s upcoming AI5 chip.

Owners taking delivery of recent Model Y builds have identified components labeled “AP45,” suggesting Tesla may have quietly started rolling out revised autonomy hardware.

Hardware 4.5 appears in new Model Y units

The potential Hardware 4.5 sighting was first reported by Model Y owner @Eric5un, who shared details of a Fremont-built 2026 Model Y AWD Premium delivered this January. As per the Model Y owner, the vehicle includes a new front camera housing and a 16-inch center display, along with an Autopilot computer labeled “AP45” and part number 2261336-02-A.

The Tesla owner later explained that he confirmed the part number by briefly pulling down the upper carpet liner below the Model Y’s glovebox. Other owners soon reported similar findings. One Model Y Performance owner noted that their December build also appeared to include Hardware 4.5, while another owner of an Austin-built Model Y Performance reported spotting the same “AP45” hardware.

These sightings suggest that Tesla may already be installing revised FSD computers in its new Model Y batches, despite the company not yet making any formal announcements about Hardware 4.5.

What Hardware 4.5 could represent

Clues about Hardware 4.5 have surfaced previously in Tesla’s Electronic Parts Catalog. As reported by NotATeslaApp, the catalog has listed a component described as “CAR COMPUTER – LEFT HAND DRIVE – PROVISIONED – HARDWARE 4.5.” The component, which features the part number 2261336-S2-A, is priced at $2,300.00.

Longtime Tesla hacker @greentheonly has noted that Tesla software has contained references to a possible three-SoC architecture for some time. Previous generations of Tesla’s FSD computer, including Hardware 3 and Hardware 4, use a dual-SoC design for redundancy. A three-SoC layout could allow for higher inference throughput and improved fault tolerance.

Such an architecture could also serve as a bridge to AI5, Tesla’s next-generation autonomy chip expected to enter production later in 2026. As Tesla’s neural networks grow larger and more computationally demanding, Hardware 4.5 may provide additional headroom for vehicles built before AI5 becomes widely available.

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Elon Musk’s Grokipedia is getting cited by OpenAI’s ChatGPT

Some responses generated by OpenAI’s ChatGPT have recently referenced information from Grokipedia.

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UK Government, CC BY 2.0 , via Wikimedia Commons

Some responses generated by OpenAI’s ChatGPT have recently referenced information from Grokipedia, an AI-generated encyclopedia developed by rival xAI, which was founded by Elon Musk. The citations appeared across a limited set of queries.

Reports about the matter were initially reported by The Guardian

Grokipedia references in ChatGPT

Grokipedia launched in October as part of xAI’s effort to build an alternative to Wikipedia, which has become less centrist over the years. Unlike Wikipedia, which is moderated and edited by humans, Grokipedia is purely AI-powered, allowing it to approach topics with as little bias as possible, at least in theory. This model has also allowed Grokipedia to grow its article base quickly, with recent reports indicating that it has created over 6 million articles, more than 80% of English Wikipedia. 

The Guardian reported that ChatGPT cited Grokipedia nine times across responses to more than a dozen user questions during its tests. As per the publication, the Grokipedia citations did not appear when ChatGPT was asked about high-profile or widely documented topics. Instead, Grokipedia was referenced in responses to more obscure historical or biographical claims. The pattern suggested selective use rather than broad reliance on the source, at least for now.

Broader Grokipedia use

The Guardian also noted that Grokipedia citations were not exclusive to ChatGPT. Anthropic’s AI assistant Claude reportedly showed similar references to Grokipedia in some responses, highlighting a broader issue around how large language models identify and weigh publicly available information.

In a statement to The Guardian, an OpenAI spokesperson stated that ChatGPT “aims to draw from a broad range of publicly available sources and viewpoints.” “We apply safety filters to reduce the risk of surfacing links associated with high-severity harms, and ChatGPT clearly shows which sources informed a response through citations,” the spokesperson stated.

Anthropic, for its part, did not respond to a request for comment on the matter. As for xAI, the artificial intelligence startup simply responded with a short comment that stated, “Legacy media lies.”

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