News
Tesla praised by China US ambassador after Giga Shanghai’s 1M milestone
China US ambassador Qin Gang has shared some praise for Tesla China and its recent milestone. As noted by Elon Musk in a recent post on Twitter, Tesla China had managed to produce its one-millionth car less than three years since the electric vehicle production facility started its operations.
The China US ambassador noted that the achievement of Tesla’s domestic team is a model for US-China cooperation. The ambassador has a point, considering that China did loosen some of its long-standing rules to pave the way for Gigafactory Shanghai’s construction.
“In less than 3 years, from 0 to 1,000,000. This is a marvelous achievement. Together, China & the US can make things happen. Congratulations to Elon Musk and all the Tesla China Giga Shanghai contributors,” Qin wrote on Twitter.
It should be noted that Tesla pushed for the construction of Giga Shanghai at a time when China still required automakers to partner with a domestic carmaker if they wished to establish a production facility in the country. Tesla was ultimately able to secure an approval from the Chinese government to construct the first wholly foreign-owned auto manufacturing plant in China.
The construction of Gigafactory Shanghai was incredibly rapid, formally starting on January 2019 and delivering the first domestically-produced Model 3 by December 2019. The facility’s production ramp was impressive as well, with Giga Shanghai’s annual capacity reaching 250,000 units by the end of 2020 and over 450,000 by 2021.
Gigafactory Shanghai ultimately delivered 484,130 in 2021, up 235% year-over-year and accounting for more than half of Tesla’s global vehicle deliveries. The facility has not let up since, with Giga Shanghai now having an annual capacity of over 750,000 units today. This effectively makes the facility Tesla’s largest factory today by output. Reports from China have also pointed to Giga Shanghai expanding its annual capacity further to around 1.1-1.2 million vehicles per year.
What is perhaps most interesting about Giga Shanghai, however, was just how far it exceeded analysts’ expectations. During the facility’s buildout, for example, Morgan Stanley’s China team visited the site and concluded that Tesla could indeed be the country’s “leading EV player.” Morgan Stanley analyst Adam Jonas then estimated that Giga Shanghai could ramp its production by making 35,000-40,000 vehicles in 2020 and 60,000 vehicles in 2021.
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Elon Musk
Elon Musk estimates Tesla Semi could reach Europe next year
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” Musk said.
Tesla is preparing to expand its all-electric Semi truck program to Europe, with CEO Elon Musk indicating that the Class 8 vehicle could arrive in the region 2027.
Musk shared his update during an interview about Giga Berlin with plant manager André Thierig, which was posted on X by the official Tesla Manufacturing account.
“We’ve got the Tesla Semi coming out, the heavy truck, and that’ll be going to Europe hopefully next year,” he said.
Tesla has already begun limited production and customer deployments of the Tesla Semi in the United States, with the company working to scale output through the Semi factory near Giga Nevada. Considering Musk’s comments, it appears that a European rollout would be the next phase of the vehicle’s expansion beyond North America.
Musk’s use of the word “hopefully” leaves room for flexibility, but the remark signals that Europe is next in Tesla’s commercial expansion plans.
Musk has consistently argued that electrification should extend beyond passenger vehicles. During the same interview, he reiterated his view that “all ground transport should be electric,” adding that ships, and eventually aircraft, would follow.
The Semi plays a central role in that strategy. Heavy-duty freight remains one of the most emissions-intensive segments of road transport, and European regulators have increasingly pushed for lower-emission commercial fleets.
Tesla recently refreshed the Semi lineup on its official website, listing two variants: Standard and Long Range. The Standard trim offers up to 325 miles of range with an energy consumption rating of 1.7 kWh per mile, while the Long Range version provides up to 500 miles, which should be more than ample for European routes.
Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk estimates Tesla Semi could reach Europe next year
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
