News
Tesla battery partner Panasonic’s new Giga Nevada line to start operations in August
Panasonic is preparing to install a new production line in Tesla’s Gigafactory Nevada, according to its Fiscal 2022 First Quarter Financial Results report. The company expects the new production line for automotive batteries to start operations by August 2021.
Panasonic reported that its automotive sales increased by 77% to ¥373.7 billion ($3.42 billion), mainly due to the rise in Automotive Solution sales caused by a recovering automobile market. The company reported a growing demand for automotive batteries, too.

Panasonic also mentioned the introduction of new cells with higher battery capacity and rationalization. Given Panasonic’s history with Tesla, it is likely referring to Gigafactory Nevada. The batteries with higher capacity are probably the 2170 cells used in the Model 3 and Model Y, two high-volume vehicles that form the backbone of Tesla’s sales today.
Panasonic has previously noted that it is looking to expand its production capacity in Gigafactory Nevada in Fiscal Year 2022. According to the Japanese tech conglomerate, it would be looking to reach a capacity of 38-39 GWh once its new production line is installed in its North American site.
Apart from expanding Gigafactory Nevada’s capacity, Panasonic has also made progress in developing a prototype line for 4680 cells, the same form factor that Tesla is developing in its Kato Road facility. The 4680 cells are a pivotal part of Tesla’s plans for the future. At the second-quarter earnings call, Elon Musk mentioned that Tesla plans to produce Model Ys in Giga Berlin and Giga Texas with a structural battery pack equipped with its 4680 battery cell.
“We’re also aiming to do a structural pack with 4680 cells, which is a mass reduction and a cost reduction, but we’re not counting on that as the only way to make things work. We have some backup plan with a non-structural pack and 2170s essentially,” Elon Musk stated at the last earnings call, which he attended while being in Giga Texas.
Andrew Baglino, Tesla Senior Vice President of Powertrain and Energy Engineering, noted that Tesla has successfully validated the performance and lifetime durability of the 4680 cells produced in the company’s Kato Road facility. Tesla continues to verify the cells’ reliability as well. He noted that the main challenge Tesla is facing with 4680 cell production is not “a science problem, but an engineering problem.”
“We have a challenge with basically what’s called calendaring, or basically squashing the cathode material to a particular height,” explained Elon Musk.
“So it just goes through these rollers and gets squashed like pizza dough, basically, but very hard pizza dough. It’s denting the calendar rolls. This is not something that happened when the calendar rolls were smaller, but it is happening when the calendar rolls were bigger.”
Panasonic’s Fiscal 2022 First Quarter Results could be accessed below.
Panasonic Fiscal Year 2022 Q1 Results by Maria Merano on Scribd
The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.
Elon Musk
Elon Musk’s xAI plants flag in Bellevue AI hotspot
The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.
Elon Musk’s artificial intelligence company xAI has leased a full floor at Lincoln Square South in downtown Bellevue, WA, as per city permit filings.
The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.
Public records indicate that xAI leased roughly 24,800 square feet in Lincoln Square South. The location was previously occupied by video game company Epic Games. Lincoln Square South is part of the Bellevue Collection, which is owned by Kemper Development Co.
The lease was first referenced in January by commercial real estate firm Broderick Group, which noted that an unnamed tenant had secured the space, as stated in a report from the Puget Sound Business Journal. Later filings identified xAI as the occupant for the space.
xAI has not publicly commented on the lease.
xAI hinted at plans to open an office in the Seattle area back in September, when the startup posted job openings with salaries ranging from $180,000 to $440,000. At the time, the company had narrowed its location search to cities on the Eastside but had not finalized a lease.
xAI’s Bellevue expansion comes as Musk continues consolidating his businesses. Last week, SpaceX acquired xAI in a deal that valued the artificial intelligence startup at $250 billion. SpaceX itself is now valued at roughly $1.25 trillion and is expected to pursue an initial public offering (IPO) later this year.
Musk already has a significant presence in the region through SpaceX, which employs about 2,000 workers locally. That initiative, however, is focused largely on Starlink satellite development.
Bellevue has increasingly become a center for artificial intelligence companies. OpenAI has expanded its local office footprint to nearly 300,000 square feet. Data infrastructure firms such as Crusoe and CoreWeave have also established offices downtown.
Elon Musk
SpaceX blocks unauthorized Starlink terminals used by Russian troops
Ukrainian officials confirmed that Starlink terminals believed to be used by Russian troops were disabled after coordination with SpaceX.
SpaceX has taken steps to block unauthorized use of its Starlink satellite internet network, a move Ukrainian officials stated is already disrupting Russian military communications.
Russian units lose a key communications tool
As per a report from The Guardian, Ukrainian defense officials have confirmed that Starlink terminals believed to be used by Russian troops were recently disabled after coordination with SpaceX. The move reportedly affected frontline communications and drone operations, especially in areas where traditional military radios are unreliable or easily jammed.
For months, Russian units had relied on large numbers of illicitly obtained Starlink terminals to stay connected along the front. The satellite internet service allowed faster coordination and more precise drone use for Russian forces.
Several Russian military bloggers close to frontline units have acknowledged the impact of the Starlink shutdown, with some describing sudden connectivity problems in the satellite internet service.
Russia lacks comparable replacement
Russia does not have a satellite internet system that matches Starlink’s speed, coverage, and ease of deployment. Alternatives such as fiber-optic lines, short-range wireless links, and digital radio systems take longer to install and work inadequately for fast-moving units.
Russia does operate limited satellite communications through state-linked providers, but those systems rely mainly on geostationary satellites, which are notably slower. Coverage is uneven, and data capacity is far lower than Starlink’s low-Earth-orbit network.
For now, Ukraine has stated that it has introduced a verification system that allows only approved Starlink terminals to connect. Devices believed to be linked to Russian forces are blocked from the network. That being said, Ukrainian officials have also claimed Russian units are trying to work around the restrictions by asking civilians to register Starlink terminals in their names.
News
Tesla Semi pricing revealed after company uncovers trim levels
This is a step up from the prices that were revealed back in 2017, but with inflation and other factors, it is no surprise Tesla could not come through on the numbers it planned to offer nine years ago. When the Semi was unveiled in November 2017, Tesla had three pricing levels:
Tesla Semi pricing appears to have been revealed after the company started communicating with the entities interested in purchasing its all-electric truck. The pricing details come just days after Tesla revealed it planned to offer two trim levels and uncovered the specs of each.
After CEO Elon Musk said the Semi would enter volume production this year, Tesla revealed trim levels shortly thereafter. Offering a Standard Range and a Long Range trim will fit the needs of many companies that plan to use the truck for local and regional deliveries.
Tesla Semi lines up for $165M in California incentives ahead of mass production
It will also be a good competitor to the all-electric semi trucks already available from companies like Volvo.
With the release of specs, Tesla helped companies see the big picture in terms of what the Semi could do to benefit their business. However, pricing information was not available.
A new report from Electrek states that Tesla has been communicating with those interested companies and is pricing the Standard Range at $250,000 per unit, while the Long Range is priced at $290,000. These prices come before taxes and destination fees.
$TSLA – TESLA IS QUOTING $290,000 FOR ITS 500-MILES ELECTRIC SEMI TRUCK – ELECTREK
— *Walter Bloomberg (@DeItaone) February 10, 2026
This is a step up from the prices that were revealed back in 2017, but with inflation and other factors, it is no surprise Tesla could not come through on the numbers it planned to offer nine years ago. When the Semi was unveiled in November 2017, Tesla had three pricing levels:
- $150,000 for a 300-mile range version
- $180,000 for a 500-mile range version
- $200,000 for a limited “Founders Series” edition; full upfront payment required for priority production and limited to just 1,000 units
Tesla has not officially released any specific information regarding pricing on the Semi, but it is not surprising that it has not done so. The Semi is a vehicle that will be built for businesses, and pricing information is usually reserved for those who place reservations. This goes for most products of this nature.
The Semi will be built at a new, dedicated production facility in Sparks, Nevada, which Tesla broke ground on in 2024. The factory was nearly complete in late 2025, and executives confirmed that the first “online builds” were targeted for that same time.
Meaningful output is scheduled for this year, as Musk reiterated earlier this week that it would enter mass production this year. At full capacity, the factory will build 50,000 units annually.