Elon Musk
Tesla reveals Semi fleet data, shows off new feature and infrastructure plans
The Tesla Semi is one of the company’s most-anticipated releases, and it could be getting even better as things move toward mass production.
Tesla revealed some new Semi fleet data, as well as a new feature the truck will have, and expanded on plans for infrastructure at the ACT Expo today in Los Angeles.
The Tesla Semi is one of the company’s most anticipated releases, and although it has already made its way into several company fleets, other companies are waiting for the automaker to fulfill their orders.
Tesla recently reaffirmed its mass production date of late 2025, hoping to build 50,000 Semi units annually at a new factory in Reno, Nevada.
At the ACT Expo, Tesla revealed some new details about the truck, including current fleet data, a new feature that will be a big selling point for many companies interested in the vehicle, and future infrastructure plans.
Fleet Data
Tesla has already accumulated over 7.9 million miles across its test fleet, the company said at the event. This includes 26 vehicles with over 100,000 miles on them, an impressive feat considering they are only taking regional runs, as of now.
The most notable companies with the vehicle are PepsiCo. and Frito Lay, both of which have spoken highly of the Semi’s ability to handle longer days. Drivers have reported that the Semi has helped them complete 1,000-mile travel days.
Tesla has more than 26 @tesla_semi with over 100,000miles on them
Cumulatively 7.9 million miles across the Semi test fleet
Full presentation going up soon ⚡️ pic.twitter.com/3TEpseb29i
— Kyle Conner (@itskyleconner) April 29, 2025
The first phase of production units will be integrated into Tesla’s logistics operations for real-world testing, which is something that has already been done.
Customer deliveries are expected to begin next year, something that was reiterated during the company’s most recent earnings call.
Tesla Semi’s New Feature
The semi will equip a 25-kilowatt electric Power Take-Off system that will help companies power auxiliary features like refrigeration, hydraulic systems, compressors, and more.
This is a massive feature, especially for companies that will be transporting perishable goods using the Semi. This will become especially important as it starts making cross-country runs and more companies begin taking delivery of the vehicle as production ramps up.
Cool! @tesla_semi will feature a 25kW e-PTO system to power any loads needed such as a refrigerated trailer pic.twitter.com/Hncwzi6AA8
— Kyle Conner (@itskyleconner) April 29, 2025
Expansion to Public and Private Charging Infrastructure
The Semi utilizes the Megacharger for its charging needs, and many sites have been installed already. Frito-Lay is expanding its Megacharger infrastructure by building eight new piles at its Bakersfield, California, factory.
We reported on that earlier this month:
Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory
However, Tesla has many more megawatt-level sites that are under construction for public Semi charging: 46, to be exact.
It also said it has more fleet sites that are underway, one of them being the Bakersfield factory’s infrastructure.
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.
Elon Musk
Tesla Giga Berlin growth could stall if not “free from external influences”: Elon Musk
The comments were delivered in a pre-recorded video discussion.
Tesla CEO Elon Musk has reportedly warned that future expansion of Gigafactory Berlin could be jeopardized if the site does not remain “free from external influences.”
Musk’s comments were delivered in a pre-recorded video discussion with employees and came at a sensitive moment for the facility, where union representation has been a recurring issue.
According to reports from Handelsblatt and Der Spiegel, citing participants at the event, Musk suggested that if Giga Berlin is no longer “free from external influences,” further expansion would become unlikely. He did not, however, hint that the plant would shut down.
While Musk did not name IG Metall directly, his remarks were widely interpreted as referencing the union, which is currently the largest faction on the works council but does not hold a majority, as noted in an electrive report.
The video conversation was conducted between Musk in Austin and Grünheide plant manager André Thierig, then played back to the workforce in Germany. Works council elections are scheduled for early March, heightening the tension between management and organized labor.
The CEO has previously voiced concerns that stronger union influence could limit Tesla’s operational flexibility and long-term strategy in Germany.
Despite the warning on expansion, Musk praised the Giga Berlin site during the same address, describing it as one of the most advanced factories worldwide and highlighting its cleanliness and team culture.
The discussion also reportedly touched on battery cell production. According to attendees cited in German media, Musk indicated that Tesla has begun ramping cell production at the site. That would mark a notable shift from earlier expectations that large-scale cell manufacturing in Brandenburg would not begin until 2027.