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Tesla reveals plans for its fifth Gigafactory, but it won’t be in India
Tesla has revealed that its next Gigafactory and battery cell production facility will likely be located in the United States, according to the company’s 10-Q document that was released for the third quarter.
A Form 10-Q is a quarterly report that is mandated by the United States SEC and generally requires companies to disclose information regarding its financial situation. Tesla uses the form to show where its revenue comes from and also offers some small tidbits of future plans within the document.
According to the company’s Q3 10-Q Form for 2020, under the subheading of “Management Opportunities, Challenges, and Risks,” Tesla outlines its current production lines at each of its four currently-owned facilities.
In the table that breaks down the production processes of each facility, a final Production Location is listed as “U.S. Location(s) TBD,” indicating that the next production facility will be located in the country where the company is headquartered. The two vehicles that are listed for production at the unannounced facility are the Semi and the Roadster, and the status states that Tesla’s plans are currently “in development.”
Interestingly, CEO Elon Musk stated in early August that a third production facility in the United States was “very likely” during an interview with Jason Stein of Automotive News.
“I think at some point there will be a third Gigafactory. I’d imagine it would be up in the Northeast,” Musk said. “There’s a mass amount of stuff to do. But, do I think, at some point, we will have a third plant located in North America? I think that’s very likely.
Musk added that it would probably begin construction in four to five years, but added that it was not a concrete plan.
Recent speculation has resulted in many enthusiasts expecting Tesla to use its next Gigafactory to enter the Indian automotive market. However, it seems that the next location will undoubtedly be located within the United States.
One of Tesla’s main reasons for building Giga Texas was because the location is centrally-placed within the United States. The mass-market Model 3 and Model Y both experience overwhelming amounts of demand, and customers on the East Coast are still receiving their cars from the Fremont factory in Northern California. This increases wait and delivery times for owners and customers on the opposite side of the United States.
An East Coast factory seems to be most logical, according to Musk. If all three sections of the country had their own production facility, it would surely cut down on wait times for delivery. It would also add to Tesla’s growing manufacturing efforts in the United States alone.
Outside of the U.S., Tesla is still working on the Model Y facility and ramping up production of the Model 3 in Shanghai. In Germany, the first builds of what will be Giga Berlin are being completed as well.
It is no secret that the United States has been the most robust market for Tesla currently. Keeping up with demand and alleviating extensive wait times for vehicle deliveries is key to Tesla’s overall growth. “Moreover, we must meet ambitious technological targets with our plans for battery cells as well as for iterative manufacturing and design improvements for our vehicles with each new factory,” Tesla said in the form.
Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.
Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.
🚨 Einride CEO Roozbeh Charli on the Tesla Semi partnership:
“If we start with the Amazon announcement that we did earlier this year, that was on the back of having gone through a proving period together with them and proving out our technology. Then we took that next step in… pic.twitter.com/oazkXjwoig
— TESLARATI (@Teslarati) August 28, 2026
Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.
The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”
In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.
Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.
Tesla plans to launch the Semi officially on September 24, five months after production started ramping.
Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.
Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.
Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.
This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.
🚨 Tesla is using different light bar colors to help riders understand which vehicle is theirs
Pretty cool strategy pic.twitter.com/eGMpEMeRpc
— TESLARATI (@Teslarati) August 27, 2026
Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.
Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.
Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.
Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.
Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.
Tesla has said goodbye to one customization option for its vehicles: the wrap service it launched several years ago.
After launching an in-house wrap service in August 2020 for the first time in China. In the U.S., it launched in October 2023. Tesla continued to expand the program and adjust it with better pricing and fewer options for the Cybertruck.
By December 2023, it was giving owners of the Model 3, Model Y, and the Cybertruck the opportunity to give their vehicle a fresh look with a vinyl wrap.
Tesla revamps in-house vinyl wrap service with better pricing
It was only available in five locations: Costa Mesa, Oceanside, Santa Clara, West Covina, all in California, and Seattle, Washington.
However, Tesla made some big adjustments to its shop, and the wrap service is officially gone:
Tesla has made a LOT of changes to its online shop recently — price increases, price cuts, new options, and several products being removed entirely.
Some of the biggest increases are wheel covers. 👀
📈 PRICE INCREASES
• 2017-2023 | Model 3 Aero Wheel Cover — Style: Refresh…— Phoenix Self-Driving 🐦🔥 (@PhoenixFSD) August 25, 2026
Wraps are very popular across the Tesla lineup, especially since the company offers relatively few colors. Many choose to wrap their Teslas with interesting colors, patterns, or even finishes, turning their cars from glossy to satin or matte.
However, Tesla’s wrap service was so limited geographically that it never really had a chance to get off the ground or compete with local shops. Every area in the United States is now overflowing with detailing shops, mobile detailers, and other automotive specialists, many of whom perform wrap services.
Tesla’s service was confined to the Pacific time zone and only spanned across two states. It was never going to be something Tesla was a major competitor in, nor was it going to disrupt the wrapping industry. Now that the program has ended, it seems pretty ideal to believe it was always going to be a short-term thing.
Along with the wrap service, Tesla removed several other products, but nothing too crazy. The Model 3 Door Pocket and Cupholder Liners, the Model S 19″ Magnetite Wheel and Winter Tire Package, Model X/Y Ski/Snowboard Carrier for Hitch Rack, Tesla’s Electric Summer Party Tee, and the Electric Summer Tee were the other items the company totally eliminated from its online shop.
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