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Tesla’s first-ever Semi ‘Megacharger’ to be installed at Frito-Lay’s Modesto plant

(Credit: Joseph Mathew via Jeff Nisewanger)

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Tesla’s first-ever ‘Megacharger’ for the all-electric Semi will be installed at Frito-Lay’s Modesto, California plant, according to documents.

After being unveiled in November 2017, Tesla received hundreds of pre-orders for the Semi, its first all-electric commercial vehicle. Frito-Lay was one of the first, as its parent company, PepsiCo, reserved 100 Tesla Semis on December 12th, 2017.

Earlier this year, it was revealed that Frito-Lay would be receiving 15 Tesla Semis before the end of 2021. It was a massive announcement because Tesla has delayed the Semi project on several occasions due to battery constraints. Tesla CEO Elon Musk announced last year to company employees in a leaked email that it was time to begin “volume production” of the Semi. However, nothing really ever came of it because the demand for Tesla’s passenger vehicles was through the roof. Instead, the automaker chose to focus on ramping up the production of the Model 3 and Model Y and expanding its production footprint to Europe and Texas.

Now, documents reveal that Frito-Lay is planning for the imminent delivery of the Tesla Semi units. @MarcoRPTesla uncovered several planning documents that indicate Frito-Lay will install the first-ever Tesla Semi Megacharger at its Modesto, California, plant. According to the documents, Frito-Lay is also plotting out some space for designated parking areas for the Tesla Semi.

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It was first reported on Saturday, May 22nd, by DriveTeslaCanada that Frito-Lay would be installing the first Megacharger on-site at the Modesto facility.

The Megacharger was first announced at the Semi’s unveiling event in late 2017. Musk said that Tesla would implement a worldwide network of Megachargers that would be solar-powered and would provide 400 miles of range in only 30 minutes of charging. This would be accomplished due to an output of over one megawatt. Due to the excessive output of energy, Tesla also filed a patent in late 2019 for a liquid-cooled charging connector, similar to those used in Tesla’s V3 Superchargers.

Tesla confirmed during the Q1 2021 Earnings Call that Semi production would begin later this year. After announcing that production would begin in late 2020, Tesla pushed back the anticipated start dates of production due to battery worries. “Demand is no problem, but near-term cell supply makes it hard to scale Semi,” Musk said in March 2021. “This limitation will be less onerous next year.”

The CEO also commented on the demand during the Q3 2020 Earnings Call, where he said:

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“We need to solve the cell constraint before ramping Semi to significant volume. That’s the only real constraint on Semi’s progress.”

Because of the looming installation of the first-ever Megacharger, it appears that the Tesla Semi will make its way to Frito-Lay as expected later this year.

What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk reveals date of SpaceX Starship v3’s maiden voyage

The announcement arrives after Flight 11 on October 13 of last year, which concluded a busy 2025 testing campaign. Since then, SpaceX has focused on ground testing, including cryoproofing of Ship 39 and preparations for Booster 19, the first V3 Super Heavy.

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Credit: SpaceX

SpaceX CEO Elon Musk has revealed the timeline for the next Starship launch. It will be the first launch using SpaceX’s revamped design for Starship, as its v3 rocket will take its maiden voyage sooner than many might expect.

Musk announced on April 3 on X that the next Starship flight test, and the first flight of the upgraded v3 ship and booster, is 4 to 6 weeks away. The update signals the end of a nearly six-month hiatus since the program’s last launch.

The upcoming mission, designated as Starship’s 12 integrated flight test (IFT-12), marks a significant milestone. It will be the debut of the v3 configuration, featuring a taller Super Heavy Booster and Starship upper stage. The changes SpaceX has made with the v3 rocket and booster are an increased propellant capacity and the more powerful Raptor 3 engines.

Earlier predictions from Musk in March had pointed to an April timeframe, but the latest timeline now targets a launch window in early to mid-May 2026.

The V3 iteration represents a substantial evolution from previous Starship prototypes. Engineers have optimized the design for improved manufacturability, higher thrust, and greater efficiency. Raptor 3 engines deliver significantly more power while reducing weight and production costs compared to earlier variants.

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With these enhancements, SpaceX aims to boost payload capacity toward 200 metric tons to low Earth orbit in a fully reusable configuration — a dramatic leap from the roughly 35-ton target of prior versions. Such capabilities are critical for ambitious goals, including NASA’s Artemis lunar missions and eventual crewed flights to Mars.

The announcement arrives after Flight 11 on October 13 of last year, which concluded a busy 2025 testing campaign. Since then, SpaceX has focused on ground testing, including cryoproofing of Ship 39 and preparations for Booster 19, the first V3 Super Heavy.

Recent activities have involved static fires, activation of the new Pad 2 at Starbase in Boca Chica, Texas, and integration of Raptor 3 engines.

A prior incident with an early V3 booster on the test stand in late 2025 contributed to the delay, necessitating additional assembly and qualification work.

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Musk’s timeline updates have become a hallmark of the Starship program, often described with characteristic optimism.

SpaceX’s Starship V3 is almost ready and it will change space travel forever

While past targets have occasionally shifted by weeks, the rapid iteration pace remains impressive. However, don’t be surprised if this timeline shifts again, as Musk has been overly optimistic in the past with not only launches, but products under his other companies, too.

SpaceX continues to refine launch infrastructure, including new propellant loading systems and tower mechanisms designed to support higher cadence operations. A successful V3 flight could pave the way for more frequent tests, tower catches of both booster and ship, and progression toward operational reusability.

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The v3 debut is viewed as a transition point for Starship, moving beyond experimental flights toward a system capable of supporting large-scale deployment of Starlink satellites, lunar landers, and interplanetary transport.

Success on IFT-12 would demonstrate not only the new hardware’s performance but also SpaceX’s ability to recover from setbacks and maintain momentum.

As the 4-to-6-week countdown begins, anticipation builds at Starbase. Teams are finalizing vehicle stacking, conducting final pre-flight checks, and preparing for regulatory approvals. The world will be watching to see if Starship V3 can deliver on its promise of transforming humanity’s access to space.

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Elon Musk

SpaceX to launch military missile tracking satellites through new Space Force contract

SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.

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Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.

The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.

SpaceX is quietly becoming the U.S. Military’s only reliable rocket

The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.

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This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.

With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.

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Elon Musk

Tesla’s Q1 delivery figures show Elon Musk was right

On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

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Credit: Grok

Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.

We are seeing that shift occur in real time.

Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.

The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.

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On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.

Musk has long argued that vehicles alone will not define Tesla’s value.

Optimus Will Be Tesla’s Big Thing

In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.

He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.

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The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.

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The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.

Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.

Delivery Hits and Misses are Becoming Less Important

Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.

Tesla, he has insisted, “has never been valued strictly as a car company.”

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The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.

Tesla reports Q1 deliveries, missing expectations slightly

The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.

Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.

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Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.

The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.

The car business, once everything, is quietly becoming an important piece of a much larger puzzle.

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