It appears that Tesla is getting faster with its Hardware 3 retrofits, with recent reports from the electric car community suggesting that the upgrade could now take as short as a few hours. This suggests a notable improvement in the turnaround times for HW3 upgrades, especially since previous anecdotes from Tesla owners indicated that the process could take as long as a few days.
Elon Musk has noted that Hardware 3 retrofits will be available for electric cars equipped with HW2 and HW2.5, and whose owners purchased the company’s Full Self-Driving suite. The CEO has also mentioned in the past that retrofits should not take too long, and that Tesla’s mobile service fleet should be able to accomplish the upgrade without any difficulties.
Initial accounts of Hardware 3 retrofits suggested that this was indeed the case. A Tesla Model X P100D owner who runs the Electric Dreams YouTube channel reported back in December that his HW3 retrofit only took a few hours, thanks to a member of Tesla’s Mobile Service team coming over to his home to perform the upgrade. In the case of the Model X owner, the mobile service technician started the retrofit in the morning and completed the upgrade by night.
As Tesla started ramping its Hardware 3 retrofits, it quickly became evident that not all owners will experience the same convenience as related by the Electric Dreams host. Tesla Model 3 owner and enthusiast Tesla Joy, for example, noted that her vehicle’s upgrade ended up taking over five days. This was highly inconvenient, particularly as it resulted in the Model 3 being stuck in the Service Center during New Year’s.
Similar complaints from fellow Model 3 owners suggested that Joy’s experience was not an isolated case. Fellow Model 3 owner Greg Wester, for one, claimed that his Service Center advised him that his HW3 retrofit will take a whole week to complete because of the “disassembly and troubleshooting” that will be involved. Similar to Joy, Wester was given Uber vouchers due to the absence of loaner vehicles.
More recent reports from Tesla owners suggest that Hardware 3 retrofits are now far quicker and more efficient. Tesla owner-enthusiast Tesla Raj recently shared that his Model 3, which was dropped off at a Service Center at 8:30 am, will be fully upgraded by 3:30 pm on the same day. Other Tesla owners commenting on Raj’s tweet shared similar stories, with some stating that their retrofits were also completed within the same day. Even vehicles that had to be left overnight for the retrofit were ready to get back on the road the following day.
Overall, it appears that Tesla is now at a point where its HW3 retrofit process is getting quicker turnaround times. Recent anecdotes from electric car enthusiast @stillstainless noted that the Tesla Lynnwood WA Service Center was actually able to complete a HW3 upgrade in just 2 hours 20 minutes. During this time, the vehicle’s owner reportedly just opted to wait, instead of acquiring a loaner vehicle.
Elon Musk has suggesting in the past that the HW3 retrofit will be a quick, simple process that could be performed by mobile service technicians without any issue. Based on the most recent reports from the Tesla community, it appears that the electric car maker is getting closer to Elon Musk’s estimates. This bodes well for Tesla’s push into the autonomous driving market, especially since Hardware 3 is an important part of the full self-driving puzzle that the company is trying to solve.
Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
Elon Musk’s xAI closes upsized $20B Series E funding round
