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Tesla rumored to be in talks with another Giga Press supplier

Credit: IeZaeL/Reddit

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Rumors have recently emerged from China suggesting that Tesla is looking to tap Switzerland’s Bühler as another Giga Press supplier. Similar to IDRA, Bühler is also a manufacturer of large-scale die-casting machines. 

The rumor was initially shared by Tesla and EV industry watcher Chris Zheng on Twitter. Citing information from employees of a Chinese car startup, Zheng noted that China would have a number of vehicles in mass production next year that will be using integrated die castings like the Tesla Model Y. These companies reportedly benchmark and analyze Tesla and its vehicles. 

“Tesla’s Giga press supplier will be replaced from Italy’s IDRA to Switzerland’s Bühler next year. The latter is also one of the world’s 6 largest die-casting giants. It rejected Tesla’s demand for a 6000t-level Giga press in 2019, but now their products offer better performance,” Zheng wrote on Twitter. 

This is undoubtedly a rumor for now, though it is one that is extremely interesting. Teslarati has reached out to Tesla for a comment on the rumor and will update this story if or when we receive a response. 

While the idea of IDRA being replaced by Bühler may sound too extreme, it is possible that Tesla would tap the resources of another die casting machine maker for its upcoming vehicle production ramp. Bühler is an interesting choice nonetheless, especially since the company was one of the firms that rejected Tesla’s proposal for a 6,000-ton Giga Press a few years ago. 

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Elon Musk himself mentioned this during the Cyber Rodeo event. According to Musk, Tesla had approach the world’s six top die-casting machine makers, and all but IDRA considered the construction of a Giga Press. Tesla has since proven that Giga Presses work, however, so it’s not surprising to see other companies also trying their hand at creating Giga Press-level machines. 

“It’s a revolution in car manufacturing to basically make a car out of three major parts — a cast rear, a structural pack, and a cast front. So what you’re looking at are the biggest casting machines ever made. It’s kind of crazy thing to make a car this way. It’s never been done before.

“When we were trying to figure this out, there were six major casting manufacturers in the world. We called six. Five said’ no,’ one said ‘maybe.’ I was like ‘that sounds like a yes.’ So with a lot of effort and great ideas from the team, we’ve made the world’s biggest casting machine work very efficiently to create and radically simplify the manufacturing of the car,” Musk said.

A look at Bühler’s official website shows that the company is also developing giant die-casting machines that offer the highest productivity.

“Automotive manufacturers are currently rethinking production in many ways. Our Carat series enables them to put their ideas of even larger parts into reality, and we support our customers in developing the processes to do so. We see a huge increase in the demand for ever larger machines. With our Carat 840 and Carat 920 we can offer our customers solutions for large structural parts with complex geometries and new body-in-white parts,” Cornel Mendler, Managing Director of Bühler Die Casting, said

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Bühler’s Carat 840 and Carat 920 machines feature locking forces of up to 92,000 kilonewtons (kN). They are also designed to produce as little scrap as possible. “Bühler’s vision for the future of the die casting industry is: 0% scrap, 40% less cycle time, and 24/7 uptime. Advancing further towards this vision is even more important: The larger the castings, the bigger the lever to minimize production costs by reducing scrap, cycle time and increasing uptime of the die-casting system. The design of the Carat 840 and Carat 920 positively impact the quality of these complex, thin-walled parts which require an extremely powerful and accurate injection unit and a homogenous locking force application,” the company wrote in a press release

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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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Tesla discloses interesting collaboration partner for Supercharging

This BOXABL collaboration would be a great way to add a rest stop to a rural Supercharging location, and could lead to more of these chargers across the U.S. 

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Credit: Grok

Tesla disclosed an interesting collaboration partner in an SEC filing, which looks like an indication of a potential project at Supercharger sites.

Tesla said on Tuesday in the filing that it was entering an agreement with BOXABL to design and build a Micromenity structure. Simply put, this is a modular building, usually a few hundred square feet in size, and it has been seen at Superchargers in Europe.

In Magnant, France, Tesla opened a small building at a Supercharger that is available to all EV owners. There are snacks and drinks inside, including ice cream, coffee, a gaming console, and restrooms. It gives people an opportunity to get up and out of their cars while charging.

This building was not built by BOXABL, but instead by bk World Lounges. It is likely the final Supercharging stop before people get to Paris, as it is located 250 kilometers, or 155 miles, from the City of Light.

 

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Une publication partagée par Gerold Wolfarth (@gerold_wolfarth)

Magnant has 56 stalls, so it is a large Supercharging stop compared to most. The building could be a sign of things to come, especially as Tesla has opened up larger Supercharger stations along major roadways.

It is for just a single building, as the Scope of Work within the filing states “a comprehensive package for one Micromenity building.”

Superchargers are commonly located at gas stations, shopping centers, and other major points of interest. However, there are some stops that are isolated from retail or entertainment.

This BOXABL collaboration would be a great way to add a rest stop to a rural Supercharging location, and could lead to more of these chargers across the U.S.

Tesla has done a lot of really great things for Supercharging this year.

Along with widespread expansion, the company launched the “Charging Passport” this week, opened the largest Supercharger in the world in Lost Hills, California, with 168 chargers, opened the Tesla Diner, a drive-in movie restaurant in Los Angeles, and initiated access to the infrastructure to even more automakers.

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Tesla CEO Elon Musk confirms Robotaxi safety monitor removal in Austin: here’s when

Musk has made the claim about removing Safety Monitors from Tesla Robotaxi vehicles in Austin three times this year, once in September, once in October, and once in November.

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Credit: @AdanGuajardo/X

Tesla CEO Elon Musk confirmed on Tuesday at the xAI Hackathon that the company would be removing Safety Monitors from Robotaxis in Austin in just three weeks.

This would meet Musk’s timeline from earlier this year, as he has said on several occasions that Tesla Robotaxis would have no supervision in Austin by the end of 2025.

On Tuesday, Musk said:

“Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks.”

Musk has made the claim about removing Safety Monitors from Tesla Robotaxi vehicles in Austin three times this year, once in September, once in October, and once in November.

In September, he said:

“Should be no safety driver by end of year.”

On the Q3 Earnings Call in October, he said:

“We are expecting ot have no safety drivers in at least large parts of Austin by the end of this year.”

Finally, in November, he reiterated the timeline in a public statement at the Shareholder Meeting:

“I expect Robotaxis to operate without safety drivers in large parts of Austin this year.”

Currently, Tesla uses Safety Monitors in Austin in the passenger’s seat on local roads. They will sit in the driver’s seat for highway routes. In the Bay Area ride-hailing operation, there is always a Safety Monitor in the driver’s seat.

Three weeks would deliver on the end-of-year promise, cutting it close, beating it by just two days. However, it would be a tremendous leap forward in the Robotaxi program, and would shut the mouths of many skeptics who state the current iteration is no different than having an Uber.

Tesla has also expanded its Robotaxi fleet this year, but the company has not given exact figures. Once it expands its fleet, even more progress will be made in Tesla’s self-driving efforts.

Tesla expands Robotaxi geofence, but not the garage

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SpaceX reportedly mulling IPO, eyeing largest of all time: report

“I do want to try to figure out some way for Tesla shareholders to participate in SpaceX. I’ve been giving a lot of thought to how to give people access to SpaceX stock,” Musk said.

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Credit: SpaceX

SpaceX is reportedly mulling an initial public offering, eyeing what would be the largest valuation at the time of availability of all time, a new report from Bloomberg said on Tuesday.

It is one of many reports involving one of Elon Musk’s companies and a massive market move, as this is not the first time we have seen reports of an IPO by SpaceX. Musk himself has also dispelled other reports in the past of a similar nature, including an xAI funding round.

SpaceX and Musk have yet to comment on the report. In the past, untrue reports were promptly replied to by the CEO; this has not yet gained any response, which is a good sign in terms of credibility.

However, he said just a few days ago that stories of this nature are inaccurate:

“There has been a lot of press claiming SpaceX is raising money at $800B, which is not accurate. SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors. Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market. And one other thing that is arguably most significant by far.”

Musk has discussed a potential IPO for SpaceX in recent months, as the November 6 shareholder meeting, as he commented on the “downsides” of having a public company, like litigation exposure, quarterly reporting pressures, and other inconveniences.

Nevertheless, Musk has also said he wants there to be a way for Tesla shareholders to get in on the action. At the meeting in early November, he said:

“I do want to try to figure out some way for Tesla shareholders to participate in SpaceX. I’ve been giving a lot of thought to how to give people access to SpaceX stock.”

Additionally, he added:

“Maybe at some point., SpaceX should become a public company despite all the downsides of being public.”

Musk has been historically reluctant to take SpaceX public, at times stating it could become a barrier to colonizing Mars. That does not mean it will not happen.

Bloomberg’s report cites multiple unidentified sources who are familiar with the matter. They indicate to the publication that SpaceX wants to go public in mid-to-late 2026, and it wants to raise $30 billion at a valuation of around $1.5 trillion.

This is not the first time SpaceX has discussed an IPO; we reported on it nine years ago. We hope it is true, as the community has spoken for a long time about having access to SpaceX stock. Legendary investor Ron Baron is one of the lucky few to be a SpaceX investor, and said it, along with Tesla, is a “lifetime investment.”

Tesla bull Ron Baron reveals $100M SpaceX investment, sees 3-5x return on TSLA

The primary driver of SpaceX’s value is Starlink, the company’s satellite internet service. Starlink contributes 60-70 percent of SpaceX’s revenue, meaning it is the primary value engine. Launch services, like Falcon 9 contracts, and the development of Starship, also play supporting roles.

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