News
Tesla’s ‘Roadrunner’ facility gets a neighbor working on tech beyond the million-mile battery
As the wait for Tesla’s Battery Day continues, more and more speculations are abounding about what the electric car maker might reveal during the highly-anticipated event. Elon Musk has stated that Battery Day’s announcements will be mind-blowing, and based on apparent clues recently observed by the Tesla community, it appears that the CEO may be right on the money.
Recent reports have indicated that Amprius, a battery company currently working on silicon nanowire tech, recently relocated its headquarters to a site that’s just a few hundred feet away from Tesla’s Roadrunner battery facility in Kato Road, Fremont. Considering the firm’s focus, its new headquarters’ rather convenient location, and Elon Musk’s previous references to the use of silicon in batteries, there seems to be a fair chance that Amprius’ move to Fremont may be more than a coincidence.
Amprius notes that it is working on creating silicon nanowires for battery anodes that dramatically improve battery weight and density. The company’s website notes that silicon generally has about 10x the capacity of graphite (carbon), but it has a big drawback in the way that it swells when it’s charged, causing the silicon to fracture. To address this, Amprius utilizes silicon nanowires, which keeps the silicon from fracturing and breaking apart even when it swells.
As noted by EV enthusiast and YouTube host Driving Delta, Elon Musk himself appears to be teasing the use of advanced silicon tech on Twitter last month. In one of his posts, Musk shared some lyrics of the song “Lithium” by Nirvana, whose refrain includes sections that state “I’m not gonna crack.” Granted, Musk may simply be trolling the Tesla community with his posts, but it should be noted that he also talked about the increasing use of silicon anodes five years ago.
“We’re shifting the cell chemistry for the upgrade battery pack to partially use silicon in the anode. This is just a sort of baby step in the direction of using silicon in the anode. We’re still primarily using synthetic graphite, but over time, we’ll be using increasing amounts of silicon in the anode,” Musk noted during a 2015 conference call.
As noted by Amprius’ on its website, the use of 100% silicon paves the way for batteries with the highest energy density, perhaps even at the 500 Wh/kg level. That’s enough to start exploring electric VTOL projects, a topic that Elon Musk has admitted is something that truly interests him. That being said, Professor in Energy Materials and Technologies Ying Shirley Meng, who has made significant contributions to Maxwell Technologies’ battery tech herself, believes that challenges still remain in the use of silicon nanowires.
“We should pay attention to the cost per kg. Even (if) those nanowires work (which I doubt), to produce consistent quality in metric ton scale at 10$ per kg it will be sci-fi for now,” she noted.
Elon Musk, for his part, recently stated that the technology that could allow 400 Wh/kg with a high life cycle and volume production is not too far away. Musk gave a rough timeframe for the technology, stating that such milestones could be achieved in about three to four years.
Tesla’s Battery Day event is expected to introduce the company’s next-generation lithium-ion cells, though speculations suggest that these batteries — which are expected to last a million miles — are based largely on Maxwell Technologies’ dry electrode tech. Maxwell itself has previously noted that it could offer batteries with 300 Wh/kg while stating that it had also identified a path to 500 Wh/kg. With this in mind, it appears that Tesla may already be setting the stage for cells that will likely go even beyond the million-mile battery.
Granted, Amprius’ move to Fremont may be unconnected to Tesla. That being said, the two companies’ goals to align with each other, and Elon Musk’s own references to the use of silicon suggests that Tesla will likely get a lot of value from Amprius’ tech. If speculations prove true, the path to batteries that go even further than the million-mile mark may be feasible in the near future. Such innovations are key to Tesla’s goal of accelerating the transition to sustainable energy, after all.
Watch these recent takes on the Amprius rumors in the videos below.
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.