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The Tesla Semi’s recent Giga 1 sighting highlights its difference from other concept trucks

[Credit: Roriah/Reddit]

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To say that the Tesla Semi ruffled some feathers when it was unveiled last year is an understatement. Prior to the reveal of all-electric truck, questions were abounding about its viability as an alternative to conventional diesel-powered long-haulers. Even after the Semi’s specs and performance were announced, the vehicle still attracted a lot of skepticism.

During an event for Daimler’s e-Actos electric truck, for example, the company’s Head of Trucks, Martin Daum, noted that Elon Musk’s claims about the Semi’s 300 and 500-mile range are farfetched. Citing limitations in battery tech, Daum stated that “If Tesla really delivers on this promise, we’ll obviously buy two trucks — one to take apart and one to test because if that happens, something has passed us by. But for now, the same laws of physics apply in Germany and in California.” Jon Mills, a spokesman for engine maker Cummins Inc. noted back in August that while electrification is in the future of the trucking industry, the vehicles are not viable in their current state.  

Since it was unveiled, the Tesla Semi has been spotted traveling across the United States. Tesla unveiled two working prototypes of the Semi – one painted silver and the other matte black – when it unveiled the vehicle, and so far, both have been spotted testing on US roads. Both trucks were also sighted delivering cargo from Gigafactory 1 in NV to the Fremont factory in CA. Most recently, the silver Tesla Semi was sighted in Gigafactory 1, hauling a trailer and seemingly ready to transport cargo.

The Tesla Semi is sighted in Gigafactory 1. [Credit: Roriah/Twitter]

Tesla is not the only manufacturer coming up with a zero-emissions truck. As the transport industry starts accelerating its shift towards electrification, even prominent truck companies are coming up with their own green vehicles. Most of these vehicles exist as concepts for now, but they do give an idea of how veteran truckmakers are approaching the industry’s transition to the electric age.

Ford, for one, recently revealed the F-Vision concept, which is loaded to the teeth with cutting-edge tech, including an adaptable windshield that can lower and rise depending on the driver’s preference, as well as front lights that can be fully customized. Last month, Volvo introduced the Vera, its next-generation semi-trailer concept. Unlike Tesla and Ford’s truck, Volvo’s vehicle does not even have a driver’s cabin, as it is designed fully for autonomy. Startup trucking companies are also showcasing their offerings. Nikola Motors, for one, made headlines when it unveiled its long-range sleeper hydrogen-electric truck – the Nikola One – back in December 2016, and the company has since teased its next offering, a day cab called the Nikola Two.

There is little doubt that the upcoming electric truck concepts that have been unveiled so far are exciting vehicles in their own right. Inasmuch as this is the case, though, many of these impressive concepts feature technology that is still yet to be developed or refined. During the F-Vision’s unveiling, for one, Ford clarified that the truck is strictly a concept for now. Volvo’s Vera is a perfect fit for short-haul trips thanks to its 300 kWh battery that gives it a 187-mile range, but the vehicle can’t be deployed anytime soon since self-driving tech is still under development (even autonomous tech leader Waymo is reportedly struggling with its fleet’s real-world testing). Nikola’s hydrogen-electric trucks are powerful and boast long-range, but they would need a network of H2 refilling stations before they can be a viable alternative to diesel trucks. As a result, most zero-emissions truck concepts, including the Nikola One prototype, are yet to be sighted doing real-world tests on public roads. 

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This is where the Tesla Semi is different. Among the upcoming electric trucks in the market, the Semi is the one undergoing consistent, intensive real-world testing. The vehicle has been spotted in multiple states since its unveiling, at times even visiting the sites of reservation holders like UPS, J.B. Hunt and PepsiCo. As it conducts its extensive real-world tests, the vehicle undergoes a consistent process of improvement. This was highlighted by Tesla’s Head of Automotive Jerome Guillen during the Q2 2018 earnings call, when he stated that several improvements have already been introduced to the electric truck since it was unveiled last year. Elon Musk even teased on Twitter that the Semi would likely have closer to 600 miles of range per charge. With this, it seems safe to infer that the production version of the Tesla Semi would be better than the prototype that is currently traveling across the country today. 

The Tesla Semi balances its features without overdoing it as well. It does not have the cloud-based autonomy of concepts like the Vera or the flashy variable front design of the Ford F-Vision, but ultimately, it does not need to have all these extra bells and whistles to become effective at what it’s designed to do. Tesla created the Semi to be a viable alternative to diesel-powered long-haulers, and if recent sightings and its consistent road tests is any indication, it appears that the vehicle is poised to be exactly that.

The Tesla Semi is expected to start production sometime in 2019. Recent reports have indicated that Tesla is planning on “earnestly” producing the Semi sometime in 2020.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Cybertruck

Tesla announces delivery timeline for Cybertruck in new market

“Coming soon! Estimated deliveries in Q1 for UAE.”

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Credit: Tesla

Tesla announced its delivery timeline for the Cybertruck as it heads to a new market.

Tesla Cybertruck deliveries started in the United States and Canada back in late 2023. However, the company has been looking to expand the all-electric pickup to new markets, including the Middle East, for which it opened up orders for earlier this year.

Initially, Tesla planned to launch deliveries late this year, but there has been a slight adjustment to the timeline, and the company now anticipates the pickup to make its way to the first adopters in the United Arab Emirates in Q1 2026.

This was confirmed by the Tesla Cybertruck program’s lead engineer, Wes Morrill:

Tesla first opened orders for the Cybertruck in the Middle East in mid-September of this year. It will be priced at AED 404,900 for the Dual Motor All-Wheel-Drive ($110,254) and AED 454,900 ($123,869) for the Cyberbeast trim.

The Cybertruck has been a highly anticipated vehicle in many parts of the world, but its ability to be sold in various regions is what is truly causing delays in the company’s efforts to bring the electric pickup worldwide.

Tesla confirms Cybertruck will make its way out of North America this year

In Europe, various agencies have challenged the design of the Cybertruck, arguing that it is unsafe for pedestrians due to its sharp edges and “boxy” design.

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Agencies in the EU have said the vehicle’s “blade-like” protrusions are a violation of rules that ban sharp exterior edges that could cause severe injuries.

In Asia, Tesla will likely have to develop a smaller, more compact version of the vehicle as it does not align with local standards for urban environments. However, Tesla filed for energy consumption approval for the Cybertruck in December 2024, but there has been no real update on the status of this particular inquiry.

Overall, these issues highlight a real bottleneck in futuristic vehicle designs and the out-of-date regulations that inhibit the vehicle from becoming more widely available. Of course, Tesla has teased some other designs, including a more traditional pickup or even a compact Cybertruck build, but the company is not one to shy away from its commitments.

Nevertheless, the Cybertruck will appear in the Middle East for the first time in 2026.

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Elon Musk

Tesla teases new AI5 chip that will revolutionize self-driving

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Credit: Tesla

Elon Musk revealed new information on Tesla’s AI5, previously known as Hardware 5, chip, for self-driving, which will be manufactured by both Samsung and TSMC.

The AI5 chip is Tesla’s next-generation hardware chip for its self-driving program, Optimus humanoid robots, and other AI-driven features in both vehicles and other applications. It will be the successor to the current AI4, previously known as Hardware 4, which is currently utilized in Tesla’s newest vehicles.

Elon Musk reveals Tesla’s HW5 release date, and that it won’t be called HW5

AI5 is specially optimized for Tesla use, as it will work alongside the company’s Neural Networks to focus on real-time inference to make safe and logical decisions during operation. It was first teased by Tesla in mid-2024 as Musk called it “an amazing design” and “an immense jump” from the current AI4 chip.

It will be roughly 4o times faster, have 8 times the raw compute, 9 times the memory capacity, 5 times the memory bandwidth, and 3 times the efficiency per watt.

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It will be manufactured by both TSMC and Samsung at their Arizona and Texas fab locations, respectively.

Here’s what Musk revealed about the chip yesterday:

Different Versions

Samsung and TSMC will make slightly different versions of the AI5 chip, “simply because they translate designs to physical form differently.” However, Musk said the goal is that its AI software would work identically.

This was a real concern for some who are familiar with chip manufacturing, as Apple’s A9 “Chipgate” saga seemed to be echoing through Tesla.

Back in 2015, it was found that Apple’s A9 chips had different performances based on who manufactured them. TSMC and Samsung were both building the chips, but it was found that Samsung’s chips had shorter battery life than TSMC-fabricated versions.

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Apple concluded that the variance was about 2-3 percent. However, Tesla will look to avoid this altogether.

Release and Implementation into Vehicles

Musk said that some samples will be available next year, and “maybe a small number of units” would equip the chip as well. However, high-volume production is only possible in 2027.

This means, based on Tesla’s own timeline for Cybercab production in Q2 2026, early iterations of the vehicle would rely on AI4. Many believe AI4 can be utilized for solved self-driving, but the power of subsequent versions, including AI5 and beyond, will be more capable.

AI6 and Beyond

AI6 will utilize the same fabs as AI5, but there would be a theoretical boost in performance by two times with this version.

AI6 could enter volume production by mid-2028. However, AI7, which Musk only briefly mentioned, “will need different fabs, as it is more adventurous.”

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Tesla makes a splash at China’s Import Expo with Cybercab and Optimus

It appears that Elon Musk’s vision is something that still resonates with people.

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Image: Tesla China
Image: Tesla China

Tesla’s fully autonomous Cybercab made its first appearance in the Asia-Pacific region at the 8th China International Import Expo (CIIE) in Shanghai on November 5, becoming the centerpiece of an event that drew 12 of the world’s leading automakers. 

The new model offers a glimpse into Tesla’s driverless ride-hailing future, and based on the reception of the event’s attendees, it appears that Elon Musk’s vision is something that still resonates with people.

Tesla showcases its driverless vision with the Cybercab

At this year’s expo, themed “Mobility, Infinite Possibilities,” Tesla’s futuristic two-seat Cybercab stood out as a showcase of complete autonomy. According to Tesla staff, the vehicle lacks both a steering wheel and pedals, relying entirely on Tesla’s cameras and an end-to-end neural network designed for full self-driving.

The Cybercab will ultimately serve in the company’s expanding Robotaxi fleet, a cornerstone of Elon Musk’s long-promised autonomous mobility network. During the event, a Tesla employee emphasized that the Cybercab’s model’s compact layout reflects real-world usage, as 92% of trips involve just one or two passengers, as noted in a Sina News report. Trips that require more passengers could easily be handled by the Model 3 and Model Y, which are both capable of seating four, or even five passengers.

Optimus, Tesla’s humanoid robot that is designed for both home and industrial use, was also present at the event. Similar to the Cybercab, Optimus also attracted quite a lot of attention from the event’s attendees.

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Automakers reaffirm commitment to Chinese innovation

Other global automakers, including Volkswagen, Mercedes-Benz, and Honda, also displayed cutting-edge concept cars and intelligent systems, but few captured the same interest as Tesla’s bold showcase of its autonomy and robotics.

Beyond new models, this year’s CIIE highlighted a renewed focus on local innovation and collaboration in China’s rapidly evolving EV landscape. Executives from Volkswagen, Audi, and General Motors reaffirmed that their long-term strategies center on “in China, for China,” strengthening R&D operations and forming tech partnerships with domestic suppliers.

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