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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.
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Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
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Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
