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Tesla China delivers 28.2k vehicles in July amid Giga Shanghai upgrades

Image Credit: Tesla Inc.

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Tesla China delivered 28,217 vehicles in July amid Giga Shanghai upgrades to improve Model 3 and Model Y output.

Tesla exported 19,756 vehicles from Giga Shanghai in July. Recently, a bunch of Model Y and Model 3 vehicles arrived in Australia and New Zealand. The first Model Y deliveries have reportedly started in Australia, while New Zealand deliveries are expected to begin soon. 

The China Passenger Car Association (CPCA) reported that Tesla’s share in China’s new energy vehicle market was 1.7%, down 2.2% year-over-year. Overall, new energy sales in China were 26.7% in July, up 11.9% compared to July 2021. 

Tesla Giga Shanghai Upgrades

Tesla China’s July numbers decreased because Giga Shanghai temporarily halted production to upgrade its Model 3 and Model Y assembly lines. Giga shanghai finished upgrading the Model Y assembly line in mid-July. Upgrades to the Model 3 assembly line were expected to finish by August 7, with production restarting on August 8.

Tesla Giga Shanghai’s production has been hit by tough challenges this year with shutdowns due to COVID outbreaks. However, Tesla China reported its highest EV sales in June. It sold 78,000 units in June, with a 142% month-over-month increase. Tesla Giga Shanghai produced 33,544 vehicles in May and only 10,757 cars in April. 

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Tesla’s 2022 Production Goal

Tesla Giga Shanghai’s April to June production numbers reveal that the factory can ramp its output quickly, even after stopping operations for some time. With the upgrades presumably complete, it will be interesting to see Giga Shanghai’s August numbers. 

In Q1 2022, Tesla reported 310,048 deliveries, despite Giga Shanghai production being hampered by shutdowns in the last few critical weeks of the quarter. And Tesla China was only operating with one shift in the second quarter. 

Tesla reported 254,695 deliveries in Q2 2022. In total, Tesla delivered 564,743 vehicles in the first half of 2022. 

During the last earnings call, Tesla reiterated its goal to grow by over 50% by the end of the year. Elon Musk added that Tesla aimed to achieve a 2 million vehicle run rate by the end of the year. With the Fremont Factory, Giga Shanghai, Giga Berlin, and its new headquarters in Austin, Tesla has a good chance of meeting its goal. 

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla accuses IG Metall member of secretly recording Giga Berlin meeting

The union has denied the electric vehicle maker’s allegations.

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Credit: Tesla Manufacturing/X

Police seized the computer of an IG Metall member at Tesla Giga Berlin on Tuesday amid allegations that a works council meeting was secretly recorded. 

The union has denied the electric vehicle maker’s allegations.

In a post on X, Gigafactory Berlin plant manager André Thierig stated that an external union representative from IG Metall attended a works council meeting and allegedly recorded the session. Thierig described the event as “truly beyond words.”

“What has happened today at Giga Berlin is truly beyond words! An external union representative from IG Metall attended a works council meeting. For unknown reasons he recorded the internal meeting and was caught in action! We obviously called police and filed a criminal complaint!” Thierig wrote in his post on X.

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Police later confirmed to local news outlet rbb24 that officers did seize a computer belonging to an IG Metall member at the Giga Berlin site on Tuesday afternoon. Tesla stated that employees had contacted authorities after discovering the alleged recording.

IG Metall denied Tesla’s accusations, arguing that its representative did not record the meeting. The union alleged that Tesla’s claim was simply a tactic ahead of upcoming works council elections.

The next works council election at Giga Berlin is scheduled for March 2 to 4, 2026. The facility’s management had confirmed the dates to local news outlets. The official announcement marks the start of the election process and campaign period.

Approximately 11,000 employees are eligible to participate in the vote.

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The previous works council election at the plant took place in 2024, and it was triggered by a notable increase in workforce size. Under German labor law, regular works council elections must be held every four years between March 1 and May 31.

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Elon Musk’s xAI plants flag in Bellevue AI hotspot

The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.

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UK Government, CC BY 2.0 , via Wikimedia Commons

Elon Musk’s artificial intelligence company xAI has leased a full floor at Lincoln Square South in downtown Bellevue, WA, as per city permit filings. 

The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.

Public records indicate that xAI leased roughly 24,800 square feet in Lincoln Square South. The location was previously occupied by video game company Epic Games. Lincoln Square South is part of the Bellevue Collection, which is owned by Kemper Development Co.

The lease was first referenced in January by commercial real estate firm Broderick Group, which noted that an unnamed tenant had secured the space, as stated in a report from the Puget Sound Business Journal. Later filings identified xAI as the occupant for the space.

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xAI has not publicly commented on the lease.

xAI hinted at plans to open an office in the Seattle area back in September, when the startup posted job openings with salaries ranging from $180,000 to $440,000. At the time, the company had narrowed its location search to cities on the Eastside but had not finalized a lease.

xAI’s Bellevue expansion comes as Musk continues consolidating his businesses. Last week, SpaceX acquired xAI in a deal that valued the artificial intelligence startup at $250 billion. SpaceX itself is now valued at roughly $1.25 trillion and is expected to pursue an initial public offering (IPO) later this year.

Musk already has a significant presence in the region through SpaceX, which employs about 2,000 workers locally. That initiative, however, is focused largely on Starlink satellite development.

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Bellevue has increasingly become a center for artificial intelligence companies. OpenAI has expanded its local office footprint to nearly 300,000 square feet. Data infrastructure firms such as Crusoe and CoreWeave have also established offices downtown.

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SpaceX blocks unauthorized Starlink terminals used by Russian troops

Ukrainian officials confirmed that Starlink terminals believed to be used by Russian troops were disabled after coordination with SpaceX.

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(Credit: Starlink/X)

SpaceX has taken steps to block unauthorized use of its Starlink satellite internet network, a move Ukrainian officials stated is already disrupting Russian military communications. 

Russian units lose a key communications tool

As per a report from The Guardian, Ukrainian defense officials have confirmed that Starlink terminals believed to be used by Russian troops were recently disabled after coordination with SpaceX. The move reportedly affected frontline communications and drone operations, especially in areas where traditional military radios are unreliable or easily jammed.

For months, Russian units had relied on large numbers of illicitly obtained Starlink terminals to stay connected along the front. The satellite internet service allowed faster coordination and more precise drone use for Russian forces.

Several Russian military bloggers close to frontline units have acknowledged the impact of the Starlink shutdown, with some describing sudden connectivity problems in the satellite internet service.

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Russia lacks comparable replacement

Russia does not have a satellite internet system that matches Starlink’s speed, coverage, and ease of deployment. Alternatives such as fiber-optic lines, short-range wireless links, and digital radio systems take longer to install and work inadequately for fast-moving units.

Russia does operate limited satellite communications through state-linked providers, but those systems rely mainly on geostationary satellites, which are notably slower. Coverage is uneven, and data capacity is far lower than Starlink’s low-Earth-orbit network.

For now, Ukraine has stated that it has introduced a verification system that allows only approved Starlink terminals to connect. Devices believed to be linked to Russian forces are blocked from the network. That being said, Ukrainian officials have also claimed Russian units are trying to work around the restrictions by asking civilians to register Starlink terminals in their names. 

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