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Tesla Gigafactory 3 gets air conditioning units installed as substation nears completion
Tesla’s Gigafactory 3 is still under construction, but sections of the massive Shanghai-based complex are already approaching their operational phase. As could be seen in a recent drone flyover of the site, both the general assembly building for the Model 3 and the southwest substation appear to be nearing completion.
The recent footage comes courtesy of Tesla enthusiast and drone operator Jason Yang, who has been chronicling the development of Gigafactory 3 since its groundbreaking ceremony in January. Since then, the expansive site has transformed from a muddy field with a few pile drivers into a bustling industrial complex, complete with dormitories, offices, a substation, and of course, a giant electric car production facility.
Looking at the new video, it appears that the installation of around 35 industrial-grade air conditioning units for the general assembly building has been completed. The AC units appear to have been installed on the finished areas of Gigafactory 3, which, as hinted at in the company’s Q2 Update Letter, are already being fitted with electric vehicle production equipment.
From the outside, Gigafactory 3 looks more and more complete, with more bay doors being installed and large sections that were previously left open being overlaid with walls. The entire roof of Gigafactory 3 is almost fully paved as well, and painted in Tesla’s classic, clean white.
Also notable from the recent flyover was the incredible progress of the southwest substation’s buildout. The construction of the building seems to have only hit its stride last month, but since then, the substation has grown into what appears to be a multi-story facility. Similar to large sections of the general assembly building, the walls of Gigafactory 3’s southwest substation are now being constructed.
The progress of Gigafactory 3 has been remarkable, though most of it has remained largely unreported by mainstream media in the United States. Tesla did share some images from the facility’s interior in its Q2 Update Letter, showing four sections of the Model 3 production line that are already being built. This was confirmed by fellow drone operator Wuwa Vision, who recently managed to speak with one of the site’s contractors working on the Model 3’s vehicle production lines. A video of the conversation between the Tesla enthusiast and the Gigafactory 3 worker could be viewed here.
Tesla is aiming to start the production of Model 3 in Gigafactory 3 by the end of the year, though reports from Chinese media have suggested that trials runs for the vehicle’s manufacturing could start earlier than expected. With the first batch of hires reportedly being told to report to the site at the end of July, Tesla might very well begin trial Model 3 production runs as early as September.
Watch Gigafactory 3’s latest drone flyover in the video below.
Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.
The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.
Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:
Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.
It’s our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.
Top 10 Superchargers by energy delivered: https://t.co/9YvJ8lw696 pic.twitter.com/koB3AUJHws
— Max (@MdeZegher) July 21, 2026
On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.
Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.
Tesla makes major change at Supercharger Diner amid epic demand
Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
Tesla’s long-standing saga regarding its door handles and a manual release has entered its latest chapter, and as a result, a big change is coming.
On Friday, the National Highway Traffic Safety Administration (NHTSA) denied Tesla’s petition that was seeking a defect investigation into roughly 180,000 Model 3 vehicles for an issue involving the emergency mechanical door release.
🚨 The NHTSA denied a petition from Tesla that would have thrown out concerns regarding its door handles.
NHTSA said Tesla’s petition did not present evidence of a safety-related defect warranting an investigation. The agency said a rulemaking process would be a better strategy. pic.twitter.com/j6PzUBM1mT
— TESLARATI (@Teslarati) July 24, 2026
NHTSA said that Tesla’s petition did not present evidence of a safety-related defect in the door handles or their emergency releases. Instead, the agency determined that it would rather solve the issue of the lack of labeling or location of emergency mechanical door releases and the federal safety rules that govern them.
Essentially, the NHTSA wants to create and enforce rules that would require automakers to make emergency door latch releases more clearly labeled in a car. Despite a Tesla having manual door releases on all four passenger doors, many people do not know they exist or how they work.
Tesla addresses door handle complaints with simple engineering fix
In recent times, Tesla has faced some criticism involving its door handles, specifically because some occupants have reported that they are unable to exit their vehicles after losing power. The door handles on a Tesla are electronically operated, but in the event that the 12V battery dies, there is a manual release that can be used.
The NHTSA only identified a single complaint involving the mechanical door releases: a 2022 Model 3 owner said the release was concealed and unlabeled after the vehicle lost power after a front-end collision. It has also already started to create a separate rulemaking process to make emergency door-egress systems more obvious.
It should be noted that all Teslas have mechanical emergency door releases, but they are placed in various locations as the vehicles have aged and been redesigned from year to year. Refer to the safety manual for your vehicle if you have any confusion about where the emergency releases are and how they work.
Tesla’s Supercharger Diner probably just secured more locations
Tesla short sellers win big after shares fall after earnings
