News
Tesla FSD buyers in Europe request HW3 clarity after multiple retrofit delays
Austria-based Raffael Helmhart was one of the Tesla Model 3’s early adopters in his area. Placing his reservation for the all-electric sedan back in April 2016, Helmhart waited over three years before he could get behind the wheel of his Model 3. Such a wait was long, but it was somewhat expected considering Tesla’s challenges in producing and delivering the vehicle.
Helmhart ultimately took delivery of his 2019 Model 3 Long Range Dual Motor AWD in May 2019. His vehicle came loaded with the Full Self-Driving suite, which includes some features and the promise of more advanced automated capabilities over time. Perhaps due to his early reservation, Helmhart’s Model 3 came with Hardware 2.5, the iteration of the company’s Autopilot computer that preceded Hardware 3, a custom computer unveiled on Autonomy Day.
Similar to fellow Model 3 buyers in the United States who also purchased the Full Self-Driving suite, Helmhart and his fellow Tesla owners in Europe were promised a HW3 retrofit. Reports of initial Hardware 3 retrofits for Model S and Model X owners in the US were reported by members of the electric vehicle community in the third quarter of 2019. Model 3 owners with HW2.5 were provided the promised HW3 retrofit soon after.
For Model 3 owners in Europe, the story unfortunately turned out quite different. Initially, Tesla’s official website noted that HW2.5 to HW3 retrofits in Europe would be initiated in early March 2020. This date was eventually updated to the end of March 2020, before being moved once more to July 2020. Much to the chagrin of Tesla owners with HW2.5 Model 3s, the date on Tesla’s site for the promised retrofit was later updated to October 2020, and later, to the end of October 2020.
Recently, Tesla’s site was updated once more, and it noted that HW3 retrofits for Model 3 owners with HW2.5 in Europe were expected in Q2 2021.
Needless to say, Tesla Model 3 early adopters in the region who purchased the FSD suite are getting their patience tested. This became particularly notable in Autumn 2020, when Tesla owners in Norway, the Netherlands, and Switzerland received their HW3 upgrade. Model 3 owners in the rest of Europe only received an updated expected retrofit date.
https://twitter.com/tesla_adri/status/1370828412382760960?s=20
As for Helmhart, he eventually opted to sell his 2019 Model 3 to Denmark a few months ago. He opted to switch to a 2021 Model 3, which featured refresh elements like new headlights, a new center console, a heat pump, and of course, HW3. In a statement to Teslarati, the Tesla owner stated that while it is often claimed that the HW3 upgrade doesn’t really do anything in Europe considering the region’s regulations, his experience with his 2021 Model 3 suggests that this may not really be the case.
For one, there are already a number of key features requiring HW3 that are pertinent for Europe-based Tesla owners. One of these is traffic sign recognition, which works even with basic Autopilot. FSD-specific features such as Traffic Light and Stop Sign Control, a key Full Self-Driving feature and a pivotal part of Tesla’s inner-city driving system, is also allowed in Europe despite the region’s strict regulations. The FSD Preview visualizations are now accessible as well. Ultimately, it appears that the HW3 upgrade does provide a number of improvements to the Tesla ownership experience, and it is one that Tesla Model 3 owners with HW2.5 in Europe continue to wait for until today.
Hopefully, Tesla could straighten out its HW3 retrofit rollout strategy for the majority of Europe. Elon Musk, after all, has always maintained that Tesla’s success is in no small part due to the faith of early adopters who chose to take a chance on a company with little experience building cars. As Tesla grows into one of the world’s most formidable carmakers and the market’s dominating EV force, there is very little reason why perennial delays on after-sales programs such as the HW3 retrofit are still happening.
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Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
