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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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Tesla Model S and X customization options begin to thin as their closure nears

Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.

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Credit: Tesla

Tesla Model S and Model X customization options are beginning to thin for the first time as the closure of the two “sentimental” vehicles nears.

We are officially seeing the first options disappear as Tesla begins to work toward ending production of the two cars and the options that are available to those vehicles specifically.

Tesla’s Online Design Studio for both vehicles now shows the first color option to be listed as “Sold Out,” as Lunar Silver is officially no longer available for the Model S or Model X. This color is exclusive to these cars and not available on the Model S or Model X.

Tesla is making way for the Optimus humanoid robot project at the Fremont Factory, where the Model S and Model X are produced. The two cars are low-volume models and do not contribute more than a few percent to Tesla’s yearly delivery figures.

With CEO Elon Musk confirming that the Model S and Model X would officially be phased out at the end of the quarter, some of the options are being thinned out.

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This is an expected move considering Tesla’s plans for the two vehicles, as it will make for an easier process of transitioning that portion of the Fremont plant to cater to Optimus manufacturing. Additionally, this is likely one of the least popular colors, and Tesla is choosing to only keep around what it is seeing routine demand for.

During the Q4 Earnings Call in January, Musk confirmed the end of the Model S and Model X:

“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”

Fremont will now build one million Optimus units per year as production is ramped.

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Tesla Cybertruck Dual Motor AWD estimated delivery slips to early fall 2026

Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.

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Credit: Grok Imagine

Tesla’s estimated delivery window for new Cybertruck Dual Motor All-Wheel Drive (AWD) orders in the United States has shifted to September–October 2026. This suggests that the vehicle’s sub-$60,000 variant is now effectively sold out until then.

The updated timeline was highlighted in a post on X by Tesla watcher Sawyer Merritt, who noted that the estimated delivery window had moved from June 2026 to September-October 2026, “presumably due to strong demand.”

The Dual Motor AWD currently starts at $59,990 before incentives. Tesla has also added a note on the Cybertruck design page stating that the vehicle’s price will increase after February 28.

If demand remains steady, the combination of a later delivery window and a pending price increase suggests Tesla is seeing sustained interest in the newly-introduced Cybertruck configuration. This was highlighted by Elon Musk on X, when he noted that the Cybertruck Dual Motor AWD’s introductory price will only be available for a limited time.

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When the Cybertruck was first unveiled in November 2019, Tesla listed the Dual Motor AWD variant at $49,990. Adjusted for inflation, that figure equates to roughly $63,000 in 2026 dollars, based on cumulative U.S. inflation since 2019.

That context makes a potential post-February price in the $64,000 to $65,000 range less surprising, especially as material, labor, and manufacturing costs have shifted significantly over the past several years.

While Tesla has not announced a specific new MSRP, the updated delivery timeline and pricing note together suggest that the Cybertruck Dual Motor AWD could very well be the variant that takes the all-electric full-sized pickup truck to more widespread adoption.

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SpaceX targets 150Mbps per user for upgraded Starlink Direct-to-Cell

If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.

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Credit: SpaceX/X

SpaceX is targeting peak download speeds of 150Mbps per user for its next-generation Direct-to-Cell Starlink service. The update was shared by SpaceX Spectrum & Regulatory Affairs Lead Udrivolf Pica during the International Telecommunication Union’s Space Connect conference.

“We are aiming at peak speeds of 150Mbps per user,” Pica said during the conference. “So something incredible if you think about the link budgets from space to the mobile phone.”

If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.

Today, SpaceX’s cellular Starlink service, offered in partnership with T-Mobile under the T-Satellite brand, provides speeds of roughly 4Mbps per user. The service is designed primarily for texts, low-resolution video calls, and select apps in locations that traditionally have no cellular service.

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By comparison, Ookla data shows median 5G download speeds of approximately 309Mbps for T-Mobile and 172Mbps for AT&T in the United States, as noted in a PCMag report. While 150Mbps would still trail the fastest terrestrial 5G networks, it would place satellite-to-phone broadband much closer to conventional carrier performance, even in remote areas. 

Pica indicated that the upgraded system would support “video, voice, and data services, clearly,” moving beyond emergency connectivity and basic messaging use cases.

To reach that target, SpaceX plans to upgrade its existing Starlink Direct-to-Cell satellites and add significant new capacity. The company recently acquired access to radio spectrum from EchoStar, which Pica described as key to expanding throughput. 

“More spectrum means a bigger pipeline, and this means that we can expand what we can do with partners. We can expand the quality of service. And again, we can do cellular broadband basically, cellular broadband use cases, like AI or daily connectivity needs,” he stated.

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SpaceX has also requested regulatory approval to deploy 15,000 additional Direct-to-Cell satellites, beyond the roughly 650 currently supporting the system. The upgraded architecture is expected to begin rolling out in late 2027.

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