News
Tesla Giga Nevada celebrates 5 million drive unit production milestone
Tesla Giga Nevada is pretty underrated as far as the electric vehicle maker’s facilities are concerned, but the massive battery and drive unit production facility remains a crucial part of the company’s operations. And based on a recent post on social media platform X, it would appear that Giga Nevada recently achieved a pretty impressive milestone.
As per the social media post, which was uploaded by the company’s official Tesla Manufacturing account, Giga Nevada has been produced its five millionth drive unit. A photo commemorating the milestone was posted by Tesla, showing the Giga Nevada team posing with some drive units that were produced in the facility.
Congratulations Giga Nevada team on building their 5 Millionth Drive Unit! pic.twitter.com/sAypEH12Bm
— Tesla Manufacturing (@gigafactories) June 4, 2024
Giga Nevada does not produce vehicles, but it manufactures batteries and drive units for Tesla’s two best-selling vehicles in the United States — the Model 3 sedan and Model Y crossover. With this in mind, it would not be an exaggeration to state that Tesla’s Model 3 and Model Y production in the Fremont Factory remains heavily dependent on Giga Nevada.
Former Tesla executive Rohan Patel shared his thoughts on the milestone in a post on X. As per Patel, it is important to remember that while the idea of a Gigafactory is nothing new today, it is something that bordered on the insane in the past. At the time, critics noted that the demand for Tesla’s electric cars may not even require Giga Nevada’s battery output, which was expected to support 500,000 cars per year.
Congrats @hrushikesh2808 and team. Important to remember just how insane an idea the Gigafactory “1” in Nevada was back in 2013. 40GWh of packs/modules/cells. And enough drive units for 500k+ cars. Seemed like a pipe dream for those of us on the outside at the time. So much… https://t.co/KFb4YP58oq
— Rohan Patel (@rohanspatel) June 4, 2024
“Important to remember just how insane an idea the Gigafactory “1” in Nevada was back in 2013. 40GWh of packs/modules/cells. And enough drive units for 500k+ cars. Seemed like a pipe dream for those of us on the outside at the time. So much hard work and innovation at Giga Nevada that has been imitated by others in clean energy/transport,” Patel wrote in his post on X.
Giga Nevada continues to play a critical role in Tesla’s operations in the United States, and plans are underway to expand the facility to accommodate a production plant for the Tesla Semi, the company’s Class 8 all-electric truck. The company is currently using the Tesla Semi to transport goods from Giga Nevada to the Fremont Factory, and as per the electric vehicle maker, the Tesla Semi has shipped over 20,000 battery packs out of Giga Nevada as of late March 2024.
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Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
Below is Tesla’s Q4 and FY 2025 update letter.
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
