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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 CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
