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Tesla outsold the next two EV makers three to one in the U.S. in 2024

Credit: Tesla

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Tesla’s sales in the U.S. last year totaled more than three times as many as the next two electric vehicle (EV) makers combined, as shown in the latest automotive sales figures.

Fourth-quarter and full-year data from Cox Automotive last week showed that Tesla sold 633,762 units in the U.S. in 2024, marking the company’s first year-over-year sales decline, but more than tripling the number of EVs from the next two companies combined. General Motors (GM) and Ford landed in second and third place on the charts, with 112,897 and 97,865 EVs sold, respectively, while Hyundai, Kia, Rivian, and Honda took up the next few spots.

Crucially for the growing sector, Q4 EV sales increased 15.2 percent from the same quarter in the previous year, reaching a record total of 1.3 million for the full year. While Tesla’s sales dropped 1.1 percent last year from 2023, a detail that has been widely reported, the company still managed to dominate the EV sector, as led by its Model Y and Model 3.

With more models on the market than ever, last year also saw EVs from Hyundai and Kia gain significant traction, as well as new efforts from Honda and GM. Out of a total of 68 models evaluated, Cox said that 24 models posted year-over-year sales increases, with 17 brand-new models introduced in the market. The report also notes that 27 models decreased in volume, including the Chevy Bolt and Mazda MX-30, which were discontinued.

Credit: Cox Automotive

You can see the top 10 EV sellers in the U.S. in 2024 below, courtesy of Cox Automotive, or check out the company’s breakdown by model here.

Top 10 EV sellers in the U.S. in 2024

  1. Tesla: 633,762
  2. GM: 112,897 (including Chevy, Cadillac and GMC models)
  3. Ford: 97,865
  4. Hyundai: 61,727
  5. Kia: 56,099
  6. Rivian: 51,442
  7. Honda: 33,017
  8. Nissan: 31,024
  9. Mercedes-Benz: 28,154
  10. Audi: 23,152

Top 10 EV models sold in the U.S. in 2024

  1. Tesla Model Y: 372,613
  2. Tesla Model 3: 189,903
  3. Ford Mustang Mach-E: 51,745
  4. Hyundai Ioniq 5: 44,400
  5. Tesla Cybertruck: 38,965
  6. Ford F-150 Lightning: 33,510
  7. Honda Prologue: 33,017
  8. Chevy Equinox: 28,874
  9. Cadillac Lyriq: 28,402
  10. Rivian R1S: 26,934

What are your thoughts? Did I miss any automakers or U.S. sales figures? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

BEV sales passed new milestone in the U.S. in 2023; state adoption varies

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Nvidia CEO Jensen Huang explains difference between Tesla FSD and Alpamayo

“Tesla’s FSD stack is completely world-class,” the Nvidia CEO said.

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Credit: Grok Imagine

NVIDIA CEO Jensen Huang has offered high praise for Tesla’s Full Self-Driving (FSD) system during a Q&A at CES 2026, calling it “world-class” and “state-of-the-art” in design, training, and performance. 

More importantly, he also shared some insights about the key differences between FSD and Nvidia’s recently announced Alpamayo system. 

Jensen Huang’s praise for Tesla FSD

Nvidia made headlines at CES following its announcement of Alpamayo, which uses artificial intelligence to accelerate the development of autonomous driving solutions. Due to its focus on AI, many started speculating that Alpamayo would be a direct rival to FSD. This was somewhat addressed by Elon Musk, who predicted that “they will find that it’s easy to get to 99% and then super hard to solve the long tail of the distribution.”

During his Q&A, Nvidia CEO Jensen Huang was asked about the difference between FSD and Alpamayo. His response was extensive:

“Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class not only in the number of miles it’s accumulated, but in the way it’s designed, the way they do training, data collection, curation, synthetic data generation, and all of their simulation technologies. 

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“Of course, the latest generation is end-to-end Full Self-Driving—meaning it’s one large model trained end to end. And so… Elon’s AD system is, in every way, 100% state-of-the-art. I’m really quite impressed by the technology. I have it, and I drive it in our house, and it works incredibly well,” the Nvidia CEO said. 

Nvidia’s platform approach vs Tesla’s integration

Huang also stated that Nvidia’s Alpamayo system was built around a fundamentally different philosophy from Tesla’s. Rather than developing self-driving cars itself, Nvidia supplies the full autonomous technology stack for other companies to use.

“Nvidia doesn’t build self-driving cars. We build the full stack so others can,” Huang said, explaining that Nvidia provides separate systems for training, simulation, and in-vehicle computing, all supported by shared software.

He added that customers can adopt as much or as little of the platform as they need, noting that Nvidia works across the industry, including with Tesla on training systems and companies like Waymo, XPeng, and Nuro on vehicle computing.

“So our system is really quite pervasive because we’re a technology platform provider. That’s the primary difference. There’s no question in our mind that, of the billion cars on the road today, in another 10 years’ time, hundreds of millions of them will have great autonomous capability. This is likely one of the largest, fastest-growing technology industries over the next decade.”

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He also emphasized Nvidia’s open approach, saying the company open-sources its models and helps partners train their own systems. “We’re not a self-driving car company. We’re enabling the autonomous industry,” Huang said.

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Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines

The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.

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Credit: xAI/X

xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters. 

The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.

xAI’s turbine deal details

News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.

As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X. 

xAI’s ambitions 

Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”

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The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website. 

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Elon Musk’s xAI closes upsized $20B Series E funding round

xAI announced the investment round in a post on its official website. 

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Credit: xAI

xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. 

xAI announced the investment round in a post on its official website. 

A $20 billion Series E round

As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others. 

Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.

As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”

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xAI’s core mission

Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.

xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5. 

“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote. 

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