News
Tesla Semi frames stack up in Nevada as production nears
Tesla Semi frames are being spotted outside of the Nevada production facility ahead of initial high-volume manufacturing.

Tesla is moving closer to the initial production of the Semi later this year, and outside of its dedicated factory in Nevada, which will be responsible for building the all-electric truck, frames, and other parts of the vehicle, are beginning to stack up.
The Semi production facility is located on the same property as Gigafactory Nevada, and is moving closer to completion as the construction crews on site have already enclosed walls.
Semi Factory progress update pic.twitter.com/OQ1oXvnjev
— Tesla Semi (@tesla_semi) April 28, 2025
Now, production is moving even closer as parts of the Semi were spotted outside of the Semi production facility in Nevada. The images were captured by Zanegler, a Tesla Semi enthusiast and Giga Nevada tracker:
Assemble these parts and you have the beginning of a Tesla semi. pic.twitter.com/ygCBUjWcJ3
— Zanegler (@HinrichsZane) May 26, 2025
The Semi is already used by a handful of companies, including U.S. Foods, Frito-Lay, and PepsiCo. However, the vehicle is not up for public use quite yet, as Tesla is working with various companies to carry out pilot testing of the Semi to see how it performs during regional runs.
Tesla Semi fleet from Frito-Lay gets more charging at Bakersfield factory
The results have been very encouraging, with the Semi even completing a 1,000-mile run in a single day two years ago.
Now, Tesla is truly focusing on the launch of the factory, which will put production into full swing moving into 2026. Earlier this year, Lars Moravy, Tesla’s VP of Vehicle Engineering, gave an update on the Semi and the company’s current timeline for the product:
“So, we just closed out the Semi factory roof of walls last week in Reno, a schedule, which is great with the weather. In Reno, you never know what’s going to happen. But we’re prepping for mechanical installation of all the equipment in the coming months.
The first builds of the high volumes in design come late this year in 2025 and begin ramping early in 2026. But as we’ve said before, the Semi is a TCO, no-brainer. I think it’s really similar to Optimus. It’s going to be set by how much people pay and it has the total cost of ownership, it’s much, much cheaper than any other transportation you could have.”
Tesla also started ordering parts for the Semi and Cybercab after the tariff situation between the U.S. and China was alleviated.
Lifestyle
Tesla Model S Plaid battles China’s 1500 hp monster Nurburgring monster, with surprising results
There is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing.

The Tesla Model S Plaid has been around for some time. Today, it is no longer the world’s quickest four-door electric sedan, nor is it the most powerful. As per a recent video from motoring YouTube channel Carwow, however, it seems like the Model S Plaid is still more than a match for some of its newer and more powerful rivals.
The monster from China
The Xiaomi SU7 Ultra is nothing short of a monster. Just like the Model S Plaid, it features three motors. It also has 1,548 hp and 1,770 Nm of torque. It’s All Wheel Drive and weighs a hefty 2,360 kg. The vehicle, which costs just about the equivalent of £55,000, has been recorded setting an insane 7:04.957 at the Nurburgring, surpassing the previous record held by the Porsche Taycan Turbo GT.
For all intents and purposes, the Model S Plaid looked outgunned in Carwow’s test. The Model S Plaid is no slouch with its three motors that produce 1,020 hp and 1,420 Nm of torque. It’s also a bit lighter at 2,190 kg despite its larger size. However, as the Carwow host pointed out, the Model S Plaid holds a 7:25.231 record in the Nurburgring. Compared to the Xiaomi SU7 Ultra’s record, the Model S Plaid’s lap time is notably slower.
Real-world tests
As could be seen in Carwow’s drag races, however, Tesla’s tech wizardry with the Model S Plaid is still hard to beat. The two vehicles competed in nine races, and the older Model S Plaid actually beat its newer, more powerful counterpart from China several times. At one point in the race, the Xiaomi SU7 Ultra hit its power limit due to its battery’s temperature, but the Model S Plaid was still going strong.
The Model S Plaid was unveiled five years ago, in September 2020. Since then, cars like the Lucid Air Sapphire and the Xiaomi SU7 Ultra have been released, surpassing its specs. But just like the Model Y ended up being the better all-rounder compared to the BYD Sealion 7 and the MG IM6, there is just something about Tesla’s tuning and refinement that makes raw specs seem not as game-changing.
Check out Carwow’s Model S Plaid vs Xiaomi SU7 drag race video below.
Lifestyle
500-mile test proves why Tesla Model Y still humiliates rivals in Europe
On paper, the BYD Sealion 7 and MG IM6 promised standout capabilities against the Model Y.

BYD is seeing a lot of momentum in Europe, so much so that mainstream media has taken every opportunity to argue that the Chinese automaker has beaten Tesla in the region. But while BYD sales this year in Europe are rising and Tesla’s registrations remain challenged, the raw capabilities of vehicles like the Model Y are difficult to deny.
This was highlighted in a 500-mile challenge by What Car? magazine, which showed that the new Tesla Model Y is more efficient, cheaper to run, and more reliable than rivals like the BYD Sealion 7, and even the nearly 400 KW-charging MG IM6.
Range and charging promises
On paper, the BYD Sealion 7 and MG IM6 promised standout capabilities against the Model Y. The Sealion 7 had more estimated range and the IM6 promised significantly faster charging. When faced with real-world conditions, however, it was still the Model Y that proved superior.
During the 500-mile test, the BYD nearly failed to reach a charging stop, arriving with less range than its display projected, as noted in a CarUp report. MG fared better, but its charging speeds never reached its promised nearly-400 kW charging speed. Tesla’s Model Y, by comparison, managed energy calculations precisely and arrived at each stop without issue.
Tesla leads in areas that matter
Charging times from 25% to 80% showed that the MG was the fastest at 17 minutes, while Tesla and BYD were close at 28 and 29 minutes, respectively. Overall efficiency and cost told a different story, however. The Model Y consumed 19.4 kWh per 100 km, compared to 22.2 for MG and 23.9 for BYD. Over the full trip, Tesla’s charging costs totaled just £82 thanks to its supercharger network, far below BYD’s £130 and MG’s £119.
What Car? Magazine’s testers concluded that despite BYD’s rapid sales growth and the MG IM6’s seriously impressive charging speeds, Tesla remains the more compelling real-world choice. The Model Y just offers stability, efficiency, and a proven charging infrastructure through its Supercharging network. And as per the magazine’s hosts, the Model Y is even the cheapest car to own among the three that were tested.
Watch What Car? Magazine’s 500-mile test in the video below.
Investor's Corner
Tesla gets another new price target as recent events ‘remove large overhang’
Tesla (NASDAQ: TSLA) got another new price target this week after one firm said that recent events “have removed a large overhang on the stock.”

Tesla (NASDAQ: TSLA) got another new price target this week after one firm said that recent events “have removed a large overhang on the stock.”
This year, Tesla has had an up-and-down performance on Wall Street, but gains over the past month have overshadowed much of the skepticism and pressure on the stock.
However, over the past 30 days, a lot of good things have happened: Tesla has shown it has a lot of demand for its vehicles, which will likely translate to good delivery figures, it figured out a compensation plan for CEO Elon Musk, and the company’s clear focus on Robotaxi and Optimus puts it in a good position for the future as the focus comes off of quarterly deliveries.
Tesla board reveals reasoning for CEO Elon Musk’s new $1 trillion pay package
Deutsche Bank recognized these potential catalysts and wrote in a note to investors:
“Ahead of 3Q25 deliveries next week, we raise our near-term estimates given stronger volume in the quarter, but keep our full-year and 2026 outlook mostly unchanged. We think Elon Musk’s clear focus on Tesla’s most important efforts (Robotaxi and Optimus) and the recent compensation package have removed a large overhang on the stock going forward, will allow Tesla to benefit from being a leader in embodied AI.”
These points specifically pushed Deutsche Bank’s reasoning for pushing its price target to $435 from $345.
In terms of quarterly deliveries, the firm expects Tesla to report 461,500 for the quarter. “We expect +20% growth in China and N. America, with some decline in Europe as competition and branding continue to weigh in on demand,” Deutsche Bank said.
Wall Street firm makes shock move for Tesla Q3 delivery prediction
Overall, IR-compiled consensus estimates put deliveries at 443,100:
$TSLA IR-compiled 3Q consensus deliveries for next week is 443.1K -4.3% YoY and +15.4% QoQ. Our 3Q estimate remains 470K so we are still looking for a material beat when TSLA reports 3Q deliveries and production on 10/2. The FY’2025 consensus is 1,603.2K so -10.4% YoY. pic.twitter.com/yuFh9Igvb9
— Gary Black (@garyblack00) September 26, 2025
Tesla received other price target boosts this week, including one from Wedbush’s Dan Ives, who bumped his outlook on the stock from $500 to a Street-high $600.
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