News
Tesla opens Erie Supercharger connecting west PA with NY
After years of not-so-quiet desperation, the “missing link” Supercharger in Erie, PA has finally powered up! The location is a vital link for Tesla owners going multiple directions and one that has been near the top of regional owners’ requests.
While you might not think of Erie as a transportation hub, it quickly became a desirable charging stop as the Supercharger network has been built out, much like railroad stations and crossroads have historically become vital only after their peripheral arteries grew.
Emails to and from Tesla suggesting locations had always centered around the busy Peach Street commercial district. Indications were strong that Tesla had found a site long ago only to have it fall through for unknown reasons– a story that would seem to mirror the same timetable and complications that long plagued the Harrisburg, PA Supercharger.
The one-two punch of having two strategically located Pennsylvania charging sites fall through must have hit the team hard after the relative ease of building Somerset and Cranberry locations near Pittsburgh. Harrisburg was another long-bemoaned missing link that made travel across the state problematic at best. Eventually, a welcoming property was found and construction in Harrisburg and Erie have been nearly simultaneous, with Harrisburg coming online just a few weeks earlier.
With Erie now powered up, the hosting businesses in Erie are hoping to attract some new guests. My own observations from frequent travels up and down I-79/90 would suggest they’re going to be pleasantly surprised. Ontario license plates make semi-annual appearances in large numbers as the “Snowbirds” transit western Pennsylvania. They’re also common sights around Pittsburgh year-round, with a good majority of them coming from Toronto.
The largest city in Ontario is its provincial capital, Toronto– indeed, it might surprise many to find out that Toronto has long been the largest city in Canada, more than double the size of Vancouver. It also barely nudges Chicago out of the top four on the continent, with only Mexico City, New York City and Los Angeles claiming more residents. So when the city of Toronto goes on vacation… a good many of them wind up in western Pennsylvania.
For Tesla owners in Ontario, the Erie Supercharger is a reasonable half-day’s drive away. Straight drive-time is about 4 hours, but add in border crossings, charging stops and some meals and those driving from Canada will find the proximity of the Erie hotels to be an ideal overnight rest– regardless of which way they’re going. It’s also an ideal overnight from Washington, DC (among others) and a more ambitious day away from Chicago or Boston. The “jump” from Pittsburgh/Cleveland to Buffalo is history!
More importantly, the addition of Erie makes these trips less butt-clenching. Hyper-miling the stretch from Ohio or Pittsburgh to Buffalo, New York, was always doable in warm weather with careful planning and discipline. Winter brings brutally cold weather from across Lake Erie and strong headwinds (particularly for south/west bound traffic), often laden with snow and ice. With that comes a dramatically shortened range and the trip becomes very questionable in even an 85/90 kWh Tesla. Several drivers have found themselves limping through bad weather conditions with cabin heat exchanged for heart-pounding images of impending doom. Erie makes these worries all go away and four-season travel around the lake should be no less difficult than in a gas-powered car… and certainly much more pleasurable!
-
If you have destination charging as an option, the Erie Supercharger also partially plugs a large hole in rural New York and Pennsylvania. With a modest 200 mile (as the crow flies) radius centered on the charger you could hypothetically now reach deep into the less populous parts of both states to enjoy their many parks. Or… admittedly, you could drive into the middle of Lake Erie and have range enough to make it back (assuming you’ve first activated submarine mode).
The Hilton Garden Inn, which hosts the Supercharger, is part of a larger facility called the Ambassador Banquet and Conference Center, which includes a Courtyard by Marriott and the Safari Grille. The entire facility is ideal for any road-weary snow birds making their seasonal migration or wedding parties/business meetings full of Tesla owners.
Within easy walking distance of the Supercharger there a lots of food options. A Cracker Barrel beckons for those needing a longer charge, while an Applebee’s and Burger King split the medium and short charging crowd. If you’re willing to brave the pedestrian lights on Peach Street, you can also easily walk to our usual stops, Quaker Steak and Lube. Widen your search zone a little more and the world is your oyster: Steak n’ Shake, Golden Corral, Krispy Kreme, Texas Roadhouse, Eat n’ Park– they’re all accessible by sidewalk. Or you can drive to many more within a mile radius, like our other frequent stop: Famous Dave’s Bar-B-Que.
Other nearby shopping opportunities and amusements are nearly endless. All the big box store companies are represented as well as a movie theater and a family-oriented water park called Splash Lagoon, which is owned by the same parent company as the Hilton Garden Inn.
One of the initial unknowns was how Tesla would lay out the chargers themselves. I’d speculated that given the proximity to campgrounds and the lake that Tesla might make the slots pull-through to allow Model X’s with trailers an easier charge.
Turns out that was wrong, but there is an advantage to the way Tesla has situated these chargers versus most other locations. They ran a curbed peninsula out into the parking lot between two rows of pre-existing parking spots, which effectively gives access to the chargers from both sides. I’m not a math expert, but to me that at least halves the chances of any given charger being blocked by a gas car.
By powering up the Erie Supercharger, Tesla has essentially completed two major routes that touch all four compass points. With the elimination of cold weather as a range concern, Tesla tourists can now whoosh around the northeast with relative ease… with two regional holes yet to fill (and hopefully next): I-80 in Pennsylvania and I-86 in upstate New York.
-
Maps courtesy of Supercharge.info
Please note: We are not specifically authorized, sponsored by, or otherwise directly associated with Tesla Motors and make no claims to be so.
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
