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Tesla Semi factory expansion gets its first full exterior corner

Credit: Dan Priestley | X

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Construction on Tesla’s Semi factory is coming together fairly quickly, with a recent video update showing the site after getting its first full corner made up of steel beams and columns.

In a video update on Saturday, Tesla Semi advocate and Gigafactory Nevada drone observer Zanegler shared footage of the perimeter steel columns and beams as they now wrap around the factory’s Northeast corner. The video, taken mid-morning on Friday, also shows the perimeter having made it about halfway down the Eastern side of the factory, as they continue to head South.

Viewers can see a few loading bays built into the building’s perimeter, some of which will be used for the delivery of raw materials. The video also shows a lone Tesla Semi sitting beside the factory expansion site, and Zanegler says he has reason to believe that it was being used for a media shoot of some sort.

You can check out the full update from Zanegler below.

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Tesla initially broke ground on the Semi plant at the Giga Nevada construction site in January, as part of a larger endeavor to build dedicated production facilities for the electric class 8 truck and the 4680 battery cell. Upon completion of the Semi factory and the 4680 battery cell factory, the two expansions are expected to employ roughly 6,500 additional full-time workers.

In addition, Tesla is also looking to scale Semi production to 50,000 units per year upon reaching volume production.

Currently, Tesla is aiming to begin production at the Semi plant late next year, before starting external customer deliveries in early 2026. However, Tesla has already delivered a handful of early units to a few select companies in recent years, starting with initial deliveries to PepsiCo in 2022. Now, PepsiCo has 86 Tesla Semi units in its fleet.

Since then, Tesla has also begun initial deliveries and testing periods with other clients such as DHL, Walmart, and Martin Brower, and the company has also doubled down on its efforts to eventually go global with the Semi. Last month, Tesla Semi Program Manager Dan Priestley showed off the Semi at the IAA conference in Münich, Germany, and Elon Musk earlier this month confirmed Tesla’s plans to make the Semi available around the world.

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Tesla Semi has “ridiculous” demand, and it’s about to make roads cleaner

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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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Tesla debuts hands-free Grok AI with update 2025.26: What you need to know

All new Tesla vehicles delivered on or after July 12, 2025, will include Grok AI out of the box

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Credit: Tesla China

Tesla has begun rolling out Grok, an in-car conversational AI assistant developed by xAI, to eligible vehicles starting July 12. The feature marks the most direct integration yet between Elon Musk’s artificial intelligence startup and Tesla’s consumer product lineup, offering drivers hands-free access to a chat-style companion while on the road.

Grok comes pre-installed on new vehicles

According to Tesla’s FAQ page for the feature, all new vehicles delivered on or after July 12, 2025, will include Grok AI out of the box. Owners of older vehicles may gain access through an over-the-air update, provided their vehicle meets a few hardware and software requirements.

Specifically, Grok is currently only supported on Tesla models equipped with an AMD infotainment processor and running vehicle software version 2025.26 and higher. Compatible models include the Model S, Model 3, Model X, Model Y, and Cybertruck. A Premium Connectivity subscription or active Wi-Fi connection is also required.

Tesla notes that additional vehicle compatibility may arrive in future software updates.

Grok’s features and limitations for now

Drivers can engage with Grok using the App Launcher or by pressing and holding the voice command button on the steering wheel. Grok is designed to answer questions and hold conversations using natural language, offering responses tailored to its chosen personality—ranging from “Storyteller” to the more eccentric “Unhinged.”

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For fun, Tesla posted a demonstration of Grok likely running on “Unhinged” talking about what it would do to Optimus when they are on a date, much to the shock of the humanoid robot’s official social media account.

It should be noted, however, that Grok cannot currently issue commands to the vehicle itself, at least for now. Traditional voice commands for tasks like climate control, navigation, or media remain separate from Grok as of writing.

The feature is being released in Beta and does not require a Grok account or xAI subscription to activate, although that policy may change over time.

Grok privacy and in-car experience

Tesla emphasizes that interactions with Grok are securely processed by xAI and not linked to a user’s Tesla account or vehicle. Conversations remain anonymous unless a user signs into Grok separately to sync their history across devices.

Tesla has also begun promoting Grok directly on its official vehicle webpages, showcasing the feature as part of its in-car experience, further highlighting the company’s increasing focus on AI and infotainment features on its all-electric vehicles.

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Tesla cleared in Canada EV rebate investigation

Tesla has been cleared in an investigation into the company’s staggering number of EV rebate claims in Canada in January.

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Credit: Tesla

Canadian officials have cleared Tesla following an investigation into a large number of claims submitted to the country’s electric vehicle (EV) rebates earlier this year.

Transport Canada has ruled that there was no evidence of fraud after Tesla submitted 8,653 EV rebate claims for the country’s Incentives for Zero-Emission Vehicles (iZEV) program, as detailed in a report on Friday from The Globe and Mail. Despite the huge number of claims, Canadian authorities have found that the figure represented vehicles that had been delivered prior to the submission deadline for the program.

According to Transport Minister Chrystia Freeland, the claims “were determined to legitimately represent cars sold before January 12,” which was the final day for OEMs to submit these claims before the government suspended the program.

Upon initial reporting of the Tesla claims submitted in January, it was estimated that they were valued at around $43 million. In March, Freeland and Transport Canada opened the investigation into Tesla, noting that they would be freezing the rebate payments until the claims were found to be valid.

READ MORE ON ELECTRIC VEHICLES: EVs getting cleaner more quickly than expected in Europe: study

Huw Williams, Canadian Automobile Dealers Association Public Affairs Director, accepted the results of the investigation, while also questioning how Tesla knew to submit the claims that weekend, just before the program ran out.

“I think there’s a larger question as to how Tesla knew to run those through on that weekend,” Williams said. “It doesn’t appear to me that we have an investigation into any communication between Transport Canada and Tesla, between officials who may have shared information inappropriately.”

Tesla sales have been down in Canada for the first half of this year, amidst turmoil between the country and the Trump administration’s tariffs. Although Elon Musk has since stepped back from his role with the administration, a number of companies and officials in Canada were calling for a boycott of Tesla’s vehicles earlier this year, due in part to his association with Trump.

Tesla excluded from incentives in Canada over Trump tariffs

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Tesla Semis to get 18 new Megachargers at this PepsiCo plant

PepsiCo is set to add more Tesla Semi Megachargers, this time at a facility in North Carolina.

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Credit: Tesla

Tesla partner PepsiCo is set to build new Semi charging stations at one of its manufacturing sites, as revealed in new permitting plans shared this week.

On Friday, Tesla charging station scout MarcoRP shared plans on X for 18 Semi Megacharging stalls at PepsiCo’s facility in Charlotte, North Carolina, coming as the latest update plans for the company’s increasingly electrified fleet. The stalls are set to be built side by side, along with three Tesla Megapack grid-scale battery systems.

The plans also note the faster charging speeds for the chargers, which can charge the Class 8 Semi at speeds of up to 1MW. Tesla says that the speed can charge the Semi back to roughly 70 percent in around 30 minutes.

You can see the site plans for the PepsiCo North Carolina Megacharger below.

Credit: PepsiCo (via MarcoRPi1 on X)

Credit: PepsiCo (via MarcoRPi1 on X)

READ MORE ON THE TESLA SEMI: Tesla to build Semi Megacharger station in Southern California

PepsiCo’s Tesla Semi fleet, other Megachargers, and initial tests and deliveries

PepsiCo was the first external customer to take delivery of Tesla’s Semis back in 2023, starting with just an initial order of 15. Since then, the company has continued to expand the fleet, recently taking delivery of an additional 50 units in California. The PepsiCo fleet was up to around 86 units as of last year, according to statements from Semi Senior Manager Dan Priestley.

Additionally, the company has similar Megachargers at its facilities in Modesto, Sacramento, and Fresno, California, and Tesla also submitted plans for approval to build 12 new Megacharging stalls in Los Angeles County.

Over the past couple of years, Tesla has also been delivering the electric Class 8 units to a number of other companies for pilot programs, and Priestley shared some results from PepsiCo’s initial Semi tests last year. Notably, the executive spoke with a handful of PepsiCo workers who said they really liked the Semi and wouldn’t plan on going back to diesel trucks.

The company is also nearing completion of a higher-volume Semi plant at its Gigafactory in Nevada, which is expected to eventually have an annual production capacity of 50,000 Semi units.

Tesla executive teases plan to further electrify supply chain

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