Tesla is planning to expand its Model Y production lines at the Fremont facility located in Silicon Valley, California.
According to two applications that were spotted on Fremont’s Public Access website, there are several planned advancements of “General Assembly 4.5,” which has been designated for Model Y production at the production facility.
In the past, GA 4.5 was also responsible for the production of the Model 3 sedan in late 2018. GA 4.5 is effectively an outdoor tent that Tesla placed outside of the main building. It currently holds five production lines, with the most recent being installed in September 2019. Tesla planned to expand GA 4.5 in April 2020 but had to find solutions to handle stormwater drainage.
The applications are named “4.5 Expansion Rev 1” and “F20-0048-F DCM2 Arch & MEP.” DCM2 could refer to a second die-cast machine in GA 4.5 that will allow the Model Y to be manufactured with a single-piece casting design.
“The current version of Model Y has basically two big high-pressure die-cast [HPDC] aluminum castings that are joined, and there’s still a bunch of other bits that are attached. Later this year. We’ll transition to the rear underbody being a single-piece casting that also integrates the rear crash rails,” CEO Elon Musk said earlier this year.
The IDRA OL6100 CS, dubbed as the “Giga Press.” (Credit: IDRA)
It was reported in early June that Tesla was planning to purchase the massive “Giga Press” for Model Y production. But now, the name of the application seems to infer that Tesla is planning to install a second die-cast machine for the Model Y to increase production volume.
Additionally, the F20-0048-F DCM2 Arch & MEP application shows Tesla’s planned expansion of a new “canopy structure” that will connect to the main assembly building.
The expansion is broken down into Mechanical, Process, and Controls.
Mechanical
“Process cooling water & natural gas piping distribution design from existing ab utility mains to new casting area outside. Industrial water to serve process equipment. New cooling tower & distribution pump added to existing ab cooling tower yard.”
Process
“Installation of soft water system with distribution piping & accessories. Installation of new compressed air header with filters, distribution & accessories. Installation of new argon and nitrogen distribution with accessories. Installation of new trade waste piping from the tie point inside the building to dcm2 area with pipes, pumps & accessories.”
Controls
“Installation of new sensors on chilled water lines to monitor & control process Installation & networking of new VFD’s to provide control of cooling tower.”

Tesla is preparing for a massive push of the Model Y crossover as demand for the company’s vehicles continues to increase. After delivering 90,650 cars in Q2 2020, the next step is to begin increasing production and delivery figures to sustain growth and increase the consecutive streak of profitable quarters for the electric automaker.
In early June, Musk indicated via email to Fremont employees that the company needed to continue to increase the production of the Model Y by stating that rectifications were to be minimized and that everyone’s effort was appreciated. “I want you to know that it really makes a difference to Tesla right now,” the Tesla frontman said in the email.
After ditching the plans to produce the Standard Range Model Y due to range deficiencies, Tesla can focus on the Long Range and Performance configurations of the vehicle, which have been widely popular within the community thus far.
Tesla’s Long Range and Performance Model Y variants are available for $49,990 and $59,990 respectively.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Elon Musk
SpaceX secures win as US labor board drops oversight case
The NLRB confirmed that it no longer has jurisdiction over SpaceX.
SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk.
The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.
In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.
As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”
The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing.
The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.”
In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.
SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments.
SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.