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Tesla Semi rival Nikola dubs future fleet as US’ ‘largest air purifiers’ amid hiring ramp
As the Tesla Semi continues to undergo real-world testing in preparation for its initial production in 2019, rival startup company Nikola Motor has claimed that its future fleet will be the United States’ “largest air purifiers,” thanks to their hydrogen fuel cell systems. Nikola’s announcement comes amidst the company’s current initiatives to ramp its hiring activities for its facilities in Arizona.
No stranger to bold declarations on Twitter, Nikola noted that due to its vehicles’ hydrogen fuel cell system, its fleet of trucks would be able to clean the air as they drive across America. In a later tweet, the trucking startup also assured its social media followers that it does not use methane to produce hydrogen. Rather, it utilizes a combination of solar, wind, and hydropower to make the hydrogen needed to power its upcoming fleet.
Why do we like hydrogen so much? The Nikola fleet will be one of the largest air purifiers in America one day. Imagine 500,000 Nikola trucks driving in cities across America sucking in dirty air and emitting nothing but clean water. #emissionsgameover #dieselisdead
— Nikola Corporation (@nikolamotor) October 24, 2018
A following tweet from the company also gave a first look at the fuel cell that would be used for the Nikola One sleeper semi-trailer, as well as the Nikola Two daycab. The trucking startup and budding Tesla Semi rival further noted that a Nikola truck would have two 120 kW systems, which should provide its trucks with a considerable degree of power.
What an awesome Nikola fuel cell. This is the 120kW running through tests. Each truck has 2 X 120 KW systems. Get ready for some big news coming in the following days as promised. This thing rocks and we can't wait for the world to see it in action. pic.twitter.com/rLKx8oF8pM
— Nikola Corporation (@nikolamotor) October 29, 2018
Recent reports have further revealed that Nikola is starting to ramp its hiring as it prepares to start producing its highly-anticipated hydrogen-electric truck. Since moving to the Phoenix area from Utah in July, the company has employed about 70 people in Chandler as it constructs its new headquarters in Phoenix. By the end of the year, Nikola aims to have 100 employees, and by the end of 2019, the trucking startup is seeking to employ about 200 workers.
Nikola Motor chief legal officer Britton Worthen noted in a statement to AZ Central that it expects to break ground on its planned 1 million-square-foot manufacturing plant in Coolidge, AZ, in about two years. At a talk on Friday, the Nikola executive pointed out to Pinal County economic development officials that the upcoming facility would be complete in about five years. Over this time, Nikola also plans to start the expansion of its hydrogen fueling stations, which the company expects will be the ‘largest energy consumer’ in the US within the next ten years.
Nikola Motors is no stranger to bold statements. Earlier this year, the company announced that it would be refunding all the reservations it received for the Nikola One and Nikola Two. Seemingly throwing shade at Tesla, the trucking startup further noted that it does not “use (customers’) money to operate (its) business.” Nikola has declared that it currently has $11 billion in pre-production orders as well.
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- The Nikola One
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- The Nikola One.
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- Credit: Nikola Motor
The Nikola One hydrogen-electric truck.
Over the past few months, though, Nikola started to adopt a more aggressive stance against Tesla. Earlier this year, the company filed a $2 billion lawsuit against the electric car maker, claiming that the Tesla Semi violated its design patents for the Nikola One. In its lawsuit, the trucking startup alleged that the Tesla Semi copied the Nikola One’s wraparound windshield, mid-entry door, front fenders, and the electric truck’s aerodynamic body. Furthermore, the trucking startup claimed that the similar designs of the Semi and the One puts its reputation at risk, since Tesla has had “problems with its batteries starting fires and its autonomous features causing fatal accidents.”
Nikola’s patent lawsuit met a notable roadblock in August, though, as the US Patent Office granted Tesla its own design patents for the Tesla Semi, with the US patent examiner even using the Nikola One as a comparison point for the all-electric long-hauler. Thus, if Nikola chooses to pursue its case against Tesla, it would have to prove that the US patent examiner made a mistake. Such a feat is very challenging to accomplish.
Its legal moves against Tesla aside, Nikola is nonetheless setting the stage of a grand, three-day event in April 2019, which would feature the unveiling of the pre-production models of its hydrogen-electric trucks. A 2.3-megawatt hydrogen fueling station, which would serve as a model for the company’s upcoming network of H2 refilling stations, is also expected to be unveiled.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
