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[UPDATE] Tesla Model S Struck By Lightning While Charging
A Model S disabled by lightning while charging must wait at least one day for Tesla technicians to figure out what went wrong and restore it to service.
UPDATED June 6
It’s been a week since Sarah Day’s Model S got struck by lightning while she was at a SuperCharger facility. So far, she reports Tesla really has no idea what happened to her car, but the technicians at the local Tesla Service Center have been kept busy trying to repair it.
She understands the battery has been removed and sent off to the factory in California, where Tesla engineers “are almost giddy to get their hands on it,” she says. Apparently this is a first of its kind event and the company is putting every effort into trying to understand what happened. Sarah has been told that there may be an official announcement from Tesla when they get it all figured out.
In the meantime, she says “All eyes are on Columbus.” The incident occurred in Ohio, not Georgia as I originally thought. She has asked to be provided with a full technical analysis of what happened to her car and what it will take to fix it when that information becomes available.
For now, there seems to be no correlation between the lightning strike and the fact that her car was charging at the time. It seems Sarah was just unlucky that the lightning came so close. It may be cool to be the center of attention at Tesla headquarters for a little while, but I think by now she would prefer to have her car back so she can get on with her life.
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A Model S struck by lightning while charging will have to wait at least one day for Tesla technicians to bring it back to life and figure out what happened. Sarah Day was charging her Tesla Model S at a Supercharger location near Columbus, Georgia [Edit: The location of the event occurred at Columbus, OH and not Columbus, GA as originally published] on Sunday morning when a lightning bolt hit very close by. Her first indication that something was wrong came when her BlackVue dash cam lost power. Here’s how she describes what happened next:
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“I heard the crash, and just a second or two after about 9 errors popped up on the dashboard. Some of them were low charge warnings, saying it would disable some functions. Others were on how the car needs to be serviced. I was also getting that the car can’t be charged, and that the 12 volt battery is low.
“After the storm died down I got out of the car. The charging port wasn’t lit up, and when I tried to remove the cable it wouldn’t come out. I still had most of the functions in the car, including the touchscreen. The other car that was charging just a couple stalls down from me was completely fine and drove away, though I didn’t get to talk to that owner afterwards.”
Sarah called Tesla but had trouble getting through due to high call volume. The company agreed to send a tow truck, but before it got there, the 12 volt battery failed and the touchscreen shut down. When the tow driver arrived, he attempted to charge up the battery but it took two attempts before the touchscreen came back to life. Even then, the charging cable still would not disconnect from the car. Sarah couldn’t get the sunroof to close, either.
Since the car couldn’t be towed with the charging cable connected, Sarah had to leave her car at the Supercharger station with the sunroof partially open. There was nothing more she could do until the local Tesla service station opened for business on Monday morning.
Although Sarah wasn’t happy about her car being disabled, she can’t say enough good things about Tesla service and support people who took her phone calls.
“Tesla customer service was amazing. They were very responsive, and offered to rent me a car from enterprise so I could come home. I said I would rather stay with the car for a couple days to see how it all played out. I am from Atlanta and I was visiting a friend in Columbus, and I didn’t want to be that far away from the car in case of any issues.
“They offered to put me up in a hotel for a night, and also to get me a taxi or Uber ride. I decided I’d just stay with my friend, but they sent the Uber driver over for me. Also, the service center in Marietta, GA has been in contact with me to see how things are going. I know them pretty well, as well as one of the technicians. They have been incredibly helpful and supportive, though they can’t really do anything from there.”
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The local Tesla service center will send a technician Monday morning to get the charging cable disconnected and bring the car in to be checked over. Sarah was told that each Supercharger has multiple relays and sensors to protect the cars from surges. At this point, she has no explanation for why her car was disabled, but expects a full report on Monday. She has complete confidence in Tesla service personal to identify the problem and get her car functioning properly again.
“They usually are pretty thorough with their descriptions of what went wrong. I’m hoping that it’s something simple. The technician in Marietta says the car may have sensed the large external voltage spike and disconnected everything as a safety precaution, but I don’t know if that would cause the charging port to malfunction.”
Thanks to Sarah Day for sharing with us details of her experience while she was in the middle of being stranded far from home. We will update this report when more information becomes available.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
