News
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.
- The Nikola One
- The Nikola One.
- 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
SpaceX’s $24B Starbase supercomputer plan slipped past a key roadblock
SpaceX wants a Starbase tax break for a $24 billion gas plant and supercomputer campus.
SpaceX is asking its own company town for a tax break on a $24 billion natural gas power plant and supercomputing facility at Starbase, Texas, and the land it picked sits just outside the reach of a data center moratorium that took effect in neighboring Brownsville last week.
A City of Starbase public hearing notice says SpaceX “proposes to construct, own, and operate a gas-fired power plant and super-compute facility” on roughly 444 acres between Boca Chica Boulevard and the Port of Brownsville. The $24 billion figure covers only the initial phases, and the notice leaves room for future expansions. The Starbase City Commission will consider a property tax abatement and a related economic development agreement at a 7 p.m. hearing on December 9. The notice does not disclose the size or length of the abatement, or how much computing capacity the site would hold.
The location has a history. Over the summer, SpaceX asked Brownsville to remove the tract from its city limits and offered $220 million for water and wastewater projects in return. Brownsville approved the move in August, and Starbase later annexed the land. Brownsville’s own 90-day pause on data center applications took effect last week, and had the tract stayed inside the city, the project likely would have needed a different home.
The power side is already in front of state regulators. SpaceX has applied to the Texas Commission on Environmental Quality for air permits covering 35 mobile gas turbines producing roughly 750 megawatts, according to Politico, which also noted that two of the three Starbase commissioners voting on the incentives are SpaceX executives.
Building its own plant lets SpaceX skip the Texas grid. Gov. Greg Abbott paused new data center grid connections in August pending an audit, but a facility that generates its own electricity does not need one. The air permit still has to clear the TCEQ, where Abbott also ordered a halt on data center permits.
The bigger test arrives in January. Governor-elect Gina Hinojosa, who unseated Abbott last week, has said she will block data center approvals until the legislature passes new protections, and she has already asked state officials to hold off on any sale of Boca Chica State Park to SpaceX until she is sworn in. Tesla and SpaceX shares both fell the day after the election, and Musk’s first reaction on X was “Data centers in space looking pretty appealing right now.”
That line points to Starmind, SpaceX’s orbital compute constellation. Musk has said terrestrial compute will be “peanuts compared to orbital compute” and expects monthly orbital deployments to pass ground deployments around the end of 2028, as Teslarati reported. Until then, SpaceX still needs gigawatts on the ground. It ended the third quarter with 1.7 GW of nameplate compute, is targeting 2.5 to 3 GW by the end of this year and wants at least 10 GW more in 2027. Its existing Colossus sites around Memphis already run on gas turbines and face a lawsuit from residents over emissions.
Local reaction is split. The South Texas Environmental Justice Network has announced a protest, citing air quality, water use and energy bills, while some Brownsville residents told the Tribune they welcome the jobs. SpaceX did not respond to the Tribune’s questions about the project.
Elon Musk
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
News
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.


