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Tesla Semi First Delivery News Roundup [Live Coverage]
Tesla just kicked off the Semi’s first delivery event! It took some time, but the Tesla Semi is officially hitting the road.
Teslarati will be closely covering the Tesla Semi first delivery event so stay tuned. If you didn’t get an invite, you can still join the festivities online. The link to the Tesla Semi’s first delivery event is below.
Pre-Event Displays and Observations
Guests are slowly making their way throughout the event, taking photos of all the displays Tesla has prepared for them. Tesla will be using the Semi’s trailer bed as the stage of the event.
Tesla just tweeted about the event and shared the link to its livestream, signaling that it will start very soon. Now people can watch the event right on Twitter. People are already gathering in front of the stage.
Tesla Semi First Delivery Event Presentation
ELon Musk has arrived inside a Tesla Semi.
“I can’t believe its been five years,” Elon Musk said. “We’re excited to release our first production Tesla Semi trucks.”
Musk noted that the event is taking place right next to Tesla Giga Nevada where the Semi’s drive units and other parts are made. Guests were given the chance to tour the Tesla Semi production line before the event.
Why build the Tesla Semi?
Musk further explains that Tesla is producing a variety of vehicles to accomplish its main goal: to bring about the advent of sustainable energy. He noted that the Tesla Semi production was critical to the company’s mission. He explained that Class 8 trucks make up only 1% of vehicles in the United States, but contributes 20% of U.S. vehicle emissions and 36% of U.S. vehicle particulate emissions.
“At Tesla we don’t make slow cars. This thing has crazy power relative to a diesel truck,” Musk said.
The Tesla Semi: It’s a Beast
The Tesla Semi has 3x the power than other diesel trucks on the road. It has a 1000 volt powertrain, uses Tesla’s innovative heat pump system, and infotainment system as well. The Semi is essentially using the Plaid’s powertrain. It’s equipped with a tri-motor powertrain, delivering a smooth driving experience–both in terms of acceleration and deceleration. It weighs 82,000 pounds.
“I find it amazing that this enormous thing can be powered by something you can carry in your hand,” commented Elon Musk.
Regenerative braking and the Semi’s traction control make truck driving safer and more efficient. On November 25, the Tesla Semi drove 500 miles without charging during the drive. The Semi is shaped like a bullet, making it more aerodynamic.
The Tesla Semi also is built with the driver in mind. There’s a wireless charging pad for their phones, ports for their wires, plenty of space, and enough cargo space.
The company has tested the Semi throughout all kinds of weather, testing its durability. Tesla also developed a MW charger to charge the Semi which will also be used for the Cybertruck. The MW charger will be coming to the Supercharger Network.
Tesla will be using the Semi in its own factories, showing the confidence it has in the Class 8 truck. By using the trucks, Tesla will also be closing its feedback loop, which will help the company improve the Semi moving forward.
PepsiCo and the Tesla Semi
Pepsi representatives thanks Tesla, especially the people for working hard on the Semi. Pepsi also had a surprise for guests at the event, providing snacks from everyone–delivered by the Tesla Semi, of course.
And that’s a wrap. Hope you enjoyed our coverage and join us again for the next big Tesla event!
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
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Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
