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Tesla Gigafactory 3 will aim to produce 17k Model 3 this year, claims report

The Tesla Gigafactory 3 site as of October 31, 2019. (Credit: Jason Yang/YouTube)

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A recent report from China has suggested that Tesla’s Gigafactory 3 in Shanghai will be aiming for a very ambitious goal with regards to its initial production output. Citing information acquired through its sources, local news agency The Global Times has noted that Tesla will aim to produce 17,400 Made-in-China Model 3 at Gigafactory 3 by the end of 2019. 

If the Times‘ information is accurate, this could mean that Tesla could start Model 3 production at a pace of 2,900 units per week. This is incredibly ambitious, though with six weeks left in the year, the target is pretty close to a previous estimate shared by Tesla Global VP Grace Tao, who noted in an interview with Chinese news outlets that Gigafactory 3 will be aiming for a production rate of 3,000 Model 3 per week to start. 

Inasmuch as Tesla’s reported target of 17,400 Model 3 before the end of the year is notably shocking, the company does have the necessary permissions to begin mass-production activities for the Made-in-China electric sedan. Tesla’s mass-production permit was posted by China’s Ministry of Industry and Information Technology on its website on Wednesday. With this permit, Tesla could begin producing the China-made Model 3 at scale. 

Producing the Model 3 at scale at this point would be a smart move for the electric car maker. So far, Tesla is only waiting for its final permits to start delivering the Made-in-China Model 3 to local reservation holders. But while the company is waiting for these approvals, it could do what it is already permitted to do — manufacture the Model 3 at Gigafactory 3’s Phase 1 area. This way, customer deliveries could begin as soon as Tesla’s final approvals are acquired. 

If Tesla can start the production of the Model 3 in Gigafactory 3 this month, the company could be well within reach of its self-imposed target of producing 360,000-400,000 electric vehicles in 2019. This ambitious goal has received a notable amount of mockery from Tesla critics, especially considering that the company’s Fremont factory is already operating at full capacity. With Gigafactory 3 in the picture, things become a bit different. 

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Larger numbers of Made-in-China Model 3 units have been spotted by drone operators and Tesla enthusiasts Chao Zhou and Jason Yang in recent flyovers. Chao, for one, noted that he was able to spot around 50 Model 3 in Gigafactory 3’s parking lot. Neither Tesla nor its Chinese partners have provided details about these vehicles, though speculations are abounding that the Model 3 at Gigafactory 3’s parking lots are trial production units. If the Times‘ recent report turns out to be accurate, then Gigafactory 3’s premises may soon be filled with Made-in-China Model 3 vehicles sooner than expected.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk

Elon Musk confirms Tesla AI6 chip is Project Dojo’s successor

Tesla’s AI5 and AI6 chips are expected to be rolled out to the company’s consumer products.

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tesla-supercomputer-pre-dojo
Credit: Tim Zaman/Twitter

Earlier this week, reports emerged stating that Tesla has stepped back from its Project Dojo initiative. While the reports were initially framed as a negative development for the electric vehicle maker’s autonomous driving efforts, CEO Elon Musk later noted on X that Tesla was indeed halting its Dojo initiative.

Elon Musk’s Confirmation

As per Musk, Tesla was shuttering Project Dojo because it does not make sense for the company to divide its resources and scale two different AI chip designs. Dojo, after all, is designed to train the company’s autonomous driving program, and thus, it would not be rolled out to Tesla’s consumer products.

In a series of posts on X, Musk stated that it would make sense to just use Tesla’s AI5/AI6 to train its FSD and Autopilot systems. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk said.

Tesla’s AI5 and AI6 chips are expected to be rolled out to the company’s consumer products, from Optimus to the Cybercab to the next-generation Roadster.

AI6 is Dojo’s Successor

What was particularly interesting about Musk’s comment was his mention of using AI5/AI6 chips for training. As per Musk, this strategy could be seen as “Dojo 3” in a way, since the performance of Tesla’s AI5 and AI6 chips is already notable. Musk’s comment about using AI6 chips for training caught the eye of many, including Apple and Rivian alumnus Phil Beisel, who noted that “AI6 is now Dojo.”

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“Dojo is Tesla’s AI training supercomputer, built around a custom chip known as the D1. The D1 and AI5/AI6 share many core design elements, particularly the math operations used in neural networks (e.g., matrix multiplication) and highly parallel processing.

“Dojo had a unique feature: chips arranged in a 5×5 grid using a system-on-wafer design, with etched interconnects enabling high-speed data transfer. In a sense, Dojo will live on as the generalized AI6. Going forward, all efforts will focus on AI6,” the tech veteran wrote in a post on X.

Elon Musk confirmed the Apple alumnus’ musings, with the CEO responding with a “bullseye” emoji. Musk is evidently excited for Tesla’s AI6 chip, which is expected to produced by Samsung’s upcoming Texas fabrication facility. In a post on X, Musk stated that he would personally be walking Samsung’s line to accelerate the output of Tesla’s AI6 computers.

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Cybertruck

Tesla’s new upgrade makes the Cybertruck extra-terrestrial

The upgrade was announced by the electric vehicle maker on social media platform X.

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Credit: Tesla

It took a while, but the Tesla Cybertruck’s rock sliders and battery armor upgrades have finally arrived. The upgrade was announced by the electric vehicle maker on social media platform X, to much appreciation from Cybertruck owners.

Tesla Releases Cybertruck Armor Package

As could be seen in Tesla’s official Shop, the Cybertruck Terrestrial Armor Package is available only for Foundation Series units for now, though non-Foundation Series vehicles should have access to the upgrade around September 2025. Price-wise, the armor package is quite reasonable at $3,500.

For that price, Cybertruck owners would be able to acquire enhanced rock sliders and an underbody battery shield that should allow the all-electric pickup truck to go through harsh terrain without any issues. Each purchase of the Terrestrial Armor Package includes 1 Underbody shield, 1 Left side structural rocker, and 1 Right side structural rocker.

Most importantly, the Armor Package’s price includes shipment to the customer’s preferred Tesla Service Center and installation.

Extra-Terrestrial

Tesla describes its Cybertruck Armor Package as follows: “Get extra-terrestrial. The Cybertruck Terrestrial Armor Package includes enhanced rock sliders and an underbody battery shield to provide greater protection from rocks and debris when off-roading on tough terrain. The rock sliders are constructed from coated steel and the underbody battery shield is constructed from aluminum for greater protection against scraping.”

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Initial impressions from a Cybertruck owner who was fortunate enough to test the Armor Package in real-world off-road conditions have been positive. The item’s pricing also seems to be quite appreciated by Cybertruck owners in forums such as the Cybertruck Owners Club, with some members stating that they would be acquiring the package for their own all-electric pickup trucks.

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Tesla Model Y L reportedly entered mass production in Giga Shanghai

The vehicle is expected to be a larger version of the best-selling Model Y crossover.

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Credit: Tesla Asia/X

Reports from industry watchers in China have suggested that the Tesla Model Y L has started mass production at Gigafactory Shanghai. The vehicle is expected to be a larger version of the best-selling Model Y crossover, offering three rows and six seats thanks to a longer wheelbase.

Tesla Model Y L Production Rumors

Reports about the new Model Y variant’s alleged milestone were initially shared on Weibo, with some industry watchers stating that the vehicle has already started mass production. Tesla China is reportedly surveying which of its domestic stores would have the first display units of the six-seat Model Y. 

The Model Y L’s steady march towards production was evident this past week, with recent reports indicating that the vehicle’s key specs have already been listed in the China Ministry of Industry and Information Technology’s (MIIT) latest batch of new energy vehicle models that are eligible for vehicle purchase tax exemptions.

As per the MIIT’s list, the Model Y L will be a dual motor vehicle that is equipped with an 82.0-kWh lithium-ion battery from LG Energy Solution. The vehicle will feature six seats with two captain seats on the second row, as well as a CLTC range of 751 km. 

Tesla Model Y L Potential

The potential of the Model Y L is vast, considering that it is produced in the existing Model Y lines of Tesla’s factories. This should slash new vehicle tooling costs and potential ramp-up issues. Three-row SUVs also command a pretty notable market that has mostly only been accessed by the more expensive Model X. With the Model Y L’s lower price, Tesla could become more competitive in the three-row SUV segment.

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As noted by longtime Tesla owner and investor @_SFTahoe, the Model Y L could also become a more premium option for the company’s Robotaxi business, thanks to its second row captain seats and spacious interior. The expansion of Model Y L Robotaxis should also be impressive considering Tesla’s mastery of mass manufacturing techniques. 

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