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Nikola stands firm on H2, but admits EVs like Tesla Semi will dominate in short routes
In a recent interview, Nikola Motor CEO Trevor Milton noted that while electric trucks like the Tesla Semi will likely dominate short-haul jobs in the future, hydrogen is still the key for tomorrow’s long-haul routes. Speaking with trucking-themed publication Trucks.com, Milton provided some insights on his vision for Nikola’s trucks, his company’s electric vehicles, and why hydrogen makes sense as a sustainable source for propulsion.
Nikola Motor is still a small company, and it is attempting to breach a market that is populated by giants such as Volvo and Daimler. To make this endeavor a success, Milton noted that he needs to “build the iPhone of trucking,” which involves an ecosystem that does not just involve a vehicle, but its fueling infrastructure as well.
“Apple would not be Apple if the iPhone was just a phone. We don’t just provide you with the truck. It was about building the best back end a phone has ever had. And that’s what we do with Nikola… We provide you with all the fuel for the first million miles. When you sign on for Nikola we put in a hydrogen station with all your fuel covered, without any cost variation, for seven years. No one else will do that,” Milton said.
Nikola is yet to deploy its trucks to the market, and other disruptive companies like Tesla have unveiled trucks of their own. Tesla, for its part, designed the Semi as a fully-electric truck, just like its other vehicles. Amidst the rising competition in the green trucking segment, Nikola has also expressed its interest in offering battery-only versions of its vehicles. Milton explained this strategy in his recent interview, admitting that for some tasks, battery-electric trucks simply make sense.
“Around long-haul, you have more advantage on the hydrogen side because it’s lighter. It’s all about freight weight, or how much it costs to move a freight-ton per mile. There’s advantages to both infrastructures, but we’re mainly focused on the hydrogen side. We just offer battery-electric so we can tell people we’ll shoot you straight. There are areas where hydrogen does not make sense,” he said.
Nevertheless, the Nikola CEO maintained his stance on hydrogen, arguing that batteries still have disadvantages in terms of weight and cost. Milton also mentioned the ethical issues surrounding lithium mining; an issue that has been closely related to the emerging electric car industry, though he did state that batteries are a “really good solution” for short-haul tasks.
“The battery alone in an electric truck is going to cost $200,000. We’re shooting for an internal cost of $150,000 for our entire Nikola truck. Our truck also weighs less than the batteries in an electric truck. Now, electric is going to kick our butt in short-haul because it’s a really good solution, but electric trucks are not one size fits all. Right now, they’re digging up mines with child labor to pull lithium out to make batteries, and I’m tired of it. The only things that you can use and reuse indefinitely are water and hydrogen. It is the only resource that will not go away. That’s why we picked the hydrogen route.
“Our hydrogen trucks also take a big battery, so I can’t point the finger at anyone else. I have the same problem everybody else has, and I’m trying to get rid of it. The electric powertrain is the powertrain of the future. How we store the energy for it has got to change. We’ve got to figure out a way, whether it’s through ultra-capacitors or whatever it may be, where you can store all that energy without disrupting these scarce resources. Then the price will come down low enough that we can finally win,” Milton stated.
Battery technology continues to improve with the continued adoption of electric propulsion. Tesla, for its part, is working on removing cobalt from its batteries altogether, allowing the company to address the humanitarian issues surrounding cobalt mines in areas such as the Republic of Congo. During the recently held annual shareholder meeting, Tesla CEO Elon Musk even hinted at Tesla potentially entering the mining business, as a means to acquire the necessary materials for its products’ batteries.
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The Trump Administration today made several key moves to help with the deployment of autonomous vehicles by cutting overreaching red tape that has stifled growth and innovation for years.
The moves, which were put forth by the National Highway Traffic Safety Administration (NHTSA), aim to grant temporary exemptions to at least one company currently, although that could expand in the coming months. Additionally, it will work with organizations to develop standards and a sound but efficient regulatory landscape.
Zoox is the only company mentioned explicitly by the Trump Administration in its press release announcing the new terms today. They will receive a temporary two-year exemption that will allow the commercial deployment of up to 2,500 vehicles annually for two years.
There is a potential exemption for Robomart, Inc., which “requests a temporary exemption from certain FMVSS No. 500 requirements for a low-speed vehicle operated by an ADS without a human driver onboard. NHTSA will publish a separate notice seeking public comment on its merits once the initial evaluation is complete,” the agency said.
Here are the five new terms that Secretary Sean Duffy has implemented through the NHTSA today:
- Allow Zoox to commercially deploy its robotaxis through a temporary exemption.
This temporary exemption will allow the commercial deployment of up to 2,500 vehicles annually for two years, subject to an enhanced, adaptable oversight structure that can evolve as Zoox’s technology advances. - Accelerate development of first-ever AV performance standards through a partnership with SAE Industry Technologies Consortia (ITC).
This partnership will fund a three-year, $5 million “A2SCEND” consortium, bringing together experts to gather data and accelerate creation of the first-ever AV performance standards. This project will inform a single national standard for AV safety to eliminate the patchwork regulatory landscape that has stifled innovation for years. - Publish an interim final rule that allows vehicles manufactured prior to an exemption to be eligible for a commercial deployment exemption.
This rule will modernize the application process and improve access to exemptions for innovators, including AV developers, by granting the NHTSA Administrator the discretion to apply temporary exemptions to vehicles manufactured prior to the effective date of an exemption grant. - Streamline the application process for Part 555 exemptions by updating guidance and soliciting feedback from the public.
By updating the Part 555 exemption process—which allows automakers to temporarily sell a limited number of non-compliant vehicles, primarily to test new technologies—NHTSA is aiming to create a more flexible oversight structure for exemptions and summarize recent AV framework activities, including expanded exemption pathways, streamlined crash reporting, and ongoing efforts to modernize Federal Motor Vehicle Safety Standards (FMVSS). - Establish a new Federal Docket for public feedback on NHTSA’s updated safe AV development and deployment guidance.
NHTSA is updating its technical guidance for AVs for the first time since 2017—focusing on key safety areas like emergency responder interactions, safety management systems, remote assistance, and post-crash behavior to help the industry scale up driverless deployments safely.
Additionally, the NHTSA said it has modernized some safety standards by proposing updates to:
- FMVSS 102 – Transmission shifting
- FMVSS 103/104 – Windshield defrosting and wiping
- FMVSS 110 – Tire placards
- FMVSS 135 – Braking systems
- FMVSS 101 – Controls and displays
- FMVSS 108 – Vehicle lighting
- FMVSS 111 – Mirrors and rearview display
- FMVSS 126 – Electronic stability control systems
- FMVSS 201/208 – Sun visors and warning labels
These changes aim to make the regulatory process for autonomous vehicles more streamlined and efficient, which could help the U.S. gain dominance over autonomous vehicle systems moving forward.
Elon Musk is, in many respects, one of the biggest and most influential figures in modern-day artificial intelligence.
Given that Tesla, SpaceX, and xAI are all looked at in their respective fields as leaders to an extent, each of them has a heavy influence on the future of AI, even though two of them are not thought of, at face value, as AI companies.
Musk has grand expectations for what is to come with AI, not only as a form of assistance to make human lives easier, but to make humans multiplanetary and solve some of the biggest issues that face us today. But even he is astounded by AI’s pace of progress.
He believes that in two years, AI will be so mind-blowing it might be unrecognizable.
Given that AI from 2 years ago feels so old that it should be in a museum, then obviously AI 2 years from now will be mind-blowing https://t.co/TcsKZ8o8OE
— Elon Musk (@elonmusk) July 30, 2026
This progress can be seen in a variety of ways, but perhaps the most popular way people have shown AI’s progress, especially on social media, is through an incredibly arbitrary way of watching Will Smith eat spaghetti:
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The progression in AI of Will Smith eating spaghetti (2023 – 2026) pic.twitter.com/VDv82mB5gs
— internet hall of fame (@InternetH0F) February 10, 2026
This is a great way to show people how AI is improving, especially from a perspective that examines how it can manufacture images and video from prompts. AI is an incredibly complex concept, however, and it goes much deeper than Will Smith eating Italian food.
Musk’s most widely adopted method of AI is likely Tesla Full Self-Driving, which impacts millions of people as they utilize it to increase safety with their travel. Musk has routinely pushed incredibly aggressive timelines for self-driving, especially unsupervised.
Perhaps this perspective is why he feels that things will be solved in a timeframe that is much more aggressive than most of us would think. Regardless, the progress of AI is moving fast, and it seems that Musk’s expectations for it could be high.
But if it can actually achieve full-length motion pictures and even more realistic production value, it will be hard to distinguish between reality and AI very soon.
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Tesla just officially confirmed it has built its 10 millionth car, a major milestone for the company that started producing sustainable electric powertrains less than two decades ago.
In that time, Tesla has truly revolutionized the automotive industry, disrupting the idea of what a car should be, how it should be fueled, and how it truly impacts day-to-day life.
10 million vehicles produced globally.
Congrats to all Tesla teams! pic.twitter.com/JkcraR63bs— Tesla Manufacturing (@gigafactories) July 30, 2026
Tesla achieved this feat across four production facilities: the Fremont Factory in Fremont, California, Gigafactory Shanghai in China, Gigafactory Berlin in Germany, and Gigafactory Texas in Austin, Texas.
The 10 millionth vehicle was a Diamond Black Model Y.
Over the course of the past roughly 18 years, Tesla has evolved its lineup from a sporty sedan built on a Lotus body to a lineup of various body styles, performance metrics, and other characteristics that make each one unique.
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This is an incredible achievement for a company that is young compared to what it goes up against. When Tesla entered the automotive market, Ford, GM, and Stellantis widely dominated the playing field. Since then, Tesla has caused such a disruption that these three massive brands had to scramble to create EV projects of their own.
Despite their best efforts, they have not been able to match the prowess or the effectiveness of Tesla. They are all reliant on Tesla’s charging infrastructure, their software is inferior, and their self-driving projects are elementary in comparison.
Tesla felt its fair share of growing pains over the years as well. As recent at 2019, there were complaints about build quality, paint quality, and overall luxuriousness. These things have all been improved upon through the company’s maturity, and these strides in quality have led to this 10 million vehicle production achievement, something that other small-and-scrappy EV makers will hope to accomplish one day.
Autonomous vehicle red tape gets slashed by Trump Administration
Elon Musk has a crazy prediction about AI in two years
