News
Tesla Semi production specs: powertrain, battery, Megacharger output, and more
The Tesla Semi has already been delivered to its first customers, but the actual production specs of the vehicle remain largely unknown or unconfirmed at best. Fortunately, a recent trip to PepsiCo’s Frito Lay facility in Modesto, Caifornia has provided some details that otherwise reveal the Tesla Semi production specs.
When Tesla held the first deliveries of the Semi, CEO Elon Musk highlighted that sustainable long-haulers are needed because in the transportation sector, semi trucks comprise about just 1% of vehicles on the road but they account for 20% of the emissions. Vehicles like the Tesla Semi are then designed to challenge this status quo.
Automotive publication MotorTrend was able to visit PepsiCo’s Modesto Frito Lay facility to check out the company’s first Tesla Semi units. As noted by the publication, the Modesto facility is a perfect fit for the Semi as the site already uses other green vehicles like BYD 8Y yard tractors, Peterbilt 220EV electric box trucks, and natural-gas-powered Volvo VNL trucks. The Tesla Semi fleet is used for out-and-back trips across the region.
The publication was able to gather some details about the Class 8 all-electric truck from its drivers and Tesla representatives who were at the location during the visit. Following are some key specs of the Tesla Semi.
Powertrain
The Tesla Semi features a modified Plaid tri-motor powertrain that’s spun backward. The Model S’ front motor drives the Semi’s rear axle and acts as the vehicle’s high-efficiency “highway drive unit.” The Model S Plaid’s dual rear motors, on the other hand, are installed on the rear axle. With this in mind, MotorTrend estimated that the Tesla Semi likely matches the Model S and Model X Plaid’s 1,020 horsepower and 1,050 pounds-feet of torque.
This estimate makes sense considering that a Tesla representative reportedly noted that the Tesla Semi makes “three times the power of an average diesel semi.” The US’ best-selling semi is the Freightliner Cascadia, whose base model features 350 horsepower. Three times the base Cascadia’s horsepower certainly aligns with the estimate that the Semi has about 1,020 horsepower. On a side note, the Tesla Semi production version does not have a frunk, unlike the vehicle’s prototype units.
Battery
Drivers of the Tesla Semi reportedly noted that the all-electric Class 8 truck is fitted with a 1,000 kWh battery pack. Tesla lists the Semi’s range as 500 miles per charge, and Elon Musk has also highlighted that the vehicle would consume only 2 kW per mile traveled.
If these estimates prove accurate, then the Semi’s 300-mile variant would likely have a battery pack that’s around 600 kWh. That’s still a lot of batteries, so Tesla would have to ensure that its production is optimized to ensure that the Semi is profitable.
Megacharger Output
The Tesla Semi features a charging port that’s different from all the vehicles that the company has released so far. The motoring publication noted that the Tesla Semi’s Megachargers installed on the Modesto facility could provide around 750 kW of power, or about three times the output of the company’s Supercharger V3 network.
The cables for the Tesla Semi’s Megachargers are thick, though they are reportedly easy to manage compared to some DC fast charging networks in the market. Charging the Semi from almost empty to 70% typically takes about 30 minutes. A full charge all the way to 100% reportedly takes around 90 minutes.
Physical Controls
While the Tesla Semi’s controls are mostly centered on its two infotainment systems, the vehicle also sports several physical buttons. Among these are the parking brake, trailer-brake air supply, and the vehicle’s hazards. Other physical controls include stalks similar to those found in the Tesla Model 3 and Model Y, though some buttons on the steering wheel resemble those in the new Model S and Model X.
Interior Space
The cabin of the Tesla Semi is cavernous, similar to the company’s other vehicles. MotorTrend noted that there’s enough space to enable a six-foot person to walk around and stretch in the Tesla Semi’s 3×7 foot cabin. So far, PepsiCo’s drivers seem to like the Semi, with some telling the motoring publication that the all-electric truck was very comfortable and “drove like a car.”
Other Details
The use of the Tesla Semi’s dual infotainment systems is quite interesting. The right display functions as the Tesla Semi’s main infotainment unit, while the left display exclusively shows pertinent information about the truck, such as its tire pressure. The windows in the Semi’s cabin also open when needed, though they do not roll down. Some space in the cabin also seem to be reserved for customers who wish to order the Tesla Semi with a sleeper cabin. Images taken of the Semi’s displays also confirm that the vehicle is equipped with Tesla’s Full Self-Driving computer.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk
Elon Musk admits he was ‘clearly wrong’ about Anthropic
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
News
Tesla analyst says Full Self-Driving is about to have its iPhone moment
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.