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Tesla starts laying the foundation for the Semi in Canada

(Credit: Tesla)

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Tesla submitted some proposals for Canada’s 2023 Federal Budget that may lay the foundation for the arrival of the Semi in Canada. Tesla’s proposals were submitted as part of Canada’s pre-budget consultations before the government’s 2023 budget is finalized. 

Tesla sent its proposals in a letter addressed to Chrystia Freeland, Canada’s Deputy Prime Minister and Minister of Finance. The letter provides information on areas Tesla believes the Canadian government needs to focus on to accelerate the transition to EVs and sustainable energy. 

Most of the proposals focus on Canada’s need to invest in an EV infrastructure. Interestingly enough, a whole section is dedicated to the electrification of medium and heavy-duty transportation, which the Tesla Semi would fall under. 

Charging Infrastructure for Medium to Heavy-Duty EVs

“Tesla applauds the launch of the federal government’s iMHZEV Program as sales incentives should generate demand for MHDZEVs across the country. However, to sustainably support increased demand for electrified medium and heavy-duty transportation fleets, adequate charging infrastructure must be available to support short and long-haul transportation routes from coast to coast,” the EV company stated in the letter. 

Tesla reasons that federal support could incentivize private-sector investment in MHDZEV charging along key transportation routes. The company suggests that Canada’s federal government identify which routes should receive incentives while the transition to zero-emission trucks is just beginning. Tesla states that the federal government must support the charging infrastructure needed “to scale electrification of the good[s] movement sector.” 

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Tesla also proposed that the government provide grants to freight haulers to support the power upgrades businesses would need to transition to electric heavy-duty trucks. 

“We propose a program that would directly support all freight haulers of all sizes — not just the largest or smallest fleet operators. It is important to note that power upgrades must be made well in advance of companies taking delivery of electric trucks,” wrote Tesla.

“Charging facilities must be in place when the trucks arrive so that they can enter service immediately. [The] Government should consider providing funding to any company that can demonstrate it has placed electric truck orders — rather than deliveries.”

Tesla Semi Ramp

Tesla officially delivered its first Semi on December 1. The company held a small event for Semi deliveries at Giga Nevada. Tesla aims to produce up to 50,000 Semi trucks per year by 2024 in North America. 

Some Tesla Semi trucks will be heading to Canada. Mosaic Forest Management — based in Vancouver Island — ordered three Tesla Semi trucks for logging activities. The Tesla Semis would be part of a pilot program to test the performance of electric heavy-duty trucks in the log hauling sector. If the Semi performs well in the pilot program, Mosaic plans to electrify its fleet of 300 trucks. 

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Mosaic is just one of many companies in Canada interested in electric heavy-duty trucks. The main concern with switching to electric trucks would be charging, so Tesla’s proposals are right on point. 

The Tesla Semi already has some competition in the electric heavy-duty truck market. For instance, Daimler started deliveries of its Freightliner eCascadia last month. 

However, The Tesla Semi does have an edge in charging. Tesla developed an innovative charging cable for the Semi, and it is also familiar with ramping EV charging infrastructure thanks to the Supercharger Network. Its range of 500 miles per charge is also superior to its rivals in the all-electric Class 8 segment.

Read Tesla’s full letter to Minister Chrystia Freeland below!

Tesla lays foundation for S… by Maria Merano

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla ‘Mad Max’ gets its first bit of regulatory attention

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Credit: Teslarati

Tesla “Mad Max” mode has gotten its first bit of regulatory attention, as the National Highway Traffic Safety Administration (NHTSA) has asked for additional information on the Speed Profile.

A few weeks ago, Tesla officially launched a new Speed Profile for Full Self-Driving (Supervised) known as “Mad Max,” which overtook the “Hurry” mode for the fastest setting FSD offers.

Tesla launches ‘Mad Max’ Full Self-Driving Speed Profile, its fastest yet

It launched with Full Self-Driving v14.1.2, and it was no secret that the company was looking for a new mode that would cater to more aggressive driving styles.

The release notes showed the description of the Speed Profile as:

“Introduced new speed profile MAD MAX, which comes with higher speeds and more frequent lane changes than Hurry.”

It certainly lived up to its description. In our testing, it was aggressive, fast, and drove similarly to some of the more challenging traffic patterns I’ve come across.

In normal highway driving, it was one of the quicker cars on the road, while other applications saw it be a suitable version for navigating things like rush-hour traffic.

Here’s what my experience with it was:

While Tesla owners have certainly enjoyed the feature and the behaviors of Mad Max, the NHTSA said it is in contact with Tesla about it, looking to gather additional information. Additionally, it said:

“The human behind the wheel is fully responsible for driving the vehicle and complying with all traffic safety laws.”

The important thing to note with Mad Max mode, along with the other Speed Profiles, is that the driver can choose whichever one they’d like, and they all cater to different driving styles.

While Mad Max is more aggressive, modes like “Sloth” and “Standard” are significantly more conservative and can be more suitable for those who are not comfortable with the faster, more spirited versions.

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Tesla shares AI5 chip’s ambitious production roadmap details

Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design.”

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Image used with permission for Teslarati. (Credit: Tom Cross)

Tesla CEO Elon Musk has revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that could outperform its predecessor by a notable margin. Speaking during Tesla’s Q3 2025 earnings call, Musk outlined how the chip will be manufactured in partnership with both Samsung and TSMC, with production based entirely in the United States.

What makes AI5 special

According to Musk, the AI5 represents a complete evolution of Tesla’s in-house AI hardware, building on lessons learned from the AI4 system currently used in its vehicles and data centers. “By some metrics, the AI5 chip will be 40x better than the AI4 chip, not 40%, 40x,” Musk said during the Q3 2025 earnings call. He credited Tesla’s unique vertical integration for the breakthrough, noting that the company designs both the software and hardware stack for its self-driving systems.

To streamline the new chip, Tesla eliminated several traditional components, including the legacy GPU and image signal processor, since the AI5 architecture already incorporates those capabilities. Musk explained that these deletions allow the chip to fit within a half-reticle design, improving efficiency and power management. 

“This is a beautiful chip,” Musk said. “I’ve poured so much life energy into this chip personally, and I’m confident this is going to be a winner.”

Tesla’s dual manufacturing strategy for AI5

Musk confirmed that both Samsung’s Texas facility and TSMC’s Arizona plant will fabricate AI5 chips, with each partner contributing to early production. “It makes sense to have both Samsung and TSMC focus on AI5,” the CEO said, adding that while Samsung has slightly more advanced equipment, both fabs will support Tesla’s U.S.-based production goals.

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Tesla’s explicit objective, according to Musk, is to create an oversupply of AI5 chips. The surplus units could be used in Tesla’s vehicles, humanoid robots, or data centers, which already use a mix of AI4 and NVIDIA hardware for training. “We’re not about to replace NVIDIA,” Musk clarified. “But if we have too many AI5 chips, we can always put them in the data center.”

Musk emphasized that Tesla’s focus on designing for a single customer gives it a massive advantage in simplicity and optimization. “NVIDIA… (has to) satisfy a large range of requirements from many customers. Tesla only has to satisfy one customer, Tesla,” he said. This, Musk stressed, allows Tesla to delete unnecessary complexity and deliver what could be the best performance per watt and per dollar in the industry once AI5 production scales.

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Tesla VP hints at Solar Roof comeback with Giga New York push

The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.

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Image Credit: Tesla/Twitter

Tesla’s long-awaited and way underrated Solar Roof may finally be getting its moment. During the company’s Q3 2025 earnings call, Vice President of Energy Engineering Michael Snyder revealed that production of a new residential solar panel has started at Tesla’s Buffalo, New York facility, with shipments to customers beginning in the first quarter of 2026. 

The comments hint at possible renewed life for the Solar Roof program, which has seen years of slow growth since its 2016 unveiling.

Tesla Energy’s strong demand

Responding to an investor question about Tesla’s energy backlog, Snyder said demand for Megapack and Powerwall continues to be “really strong” into next year. He also noted positive customer feedback for the company’s new Megablock product, which is expected to start shipping from Houston in 2026.

“We’re seeing remarkable growth in the demand for AI and data center applications as hyperscalers and utilities have seen the versatility of the Megapack product. It increases reliability and relieves grid constraints,” he said.

Snyder also highlighted a “surge in residential solar demand in the US,” attributing the spike to recent policy changes that incentivize home installations. Tesla expects this trend to continue into 2026, helped by the rollout of a new solar lease product that makes adoption more affordable for homeowners.

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Possible Solar Roof revival?

Perhaps the most intriguing part of Snyder’s remarks, however, was Tesla’s move to begin production of its “residential solar panel” in Buffalo, New York. He described the new panels as having “industry-leading aesthetics” and shape performance, language Tesla has used to market its Solar Roof tiles in the past.

“We also began production of our Tesla residential solar panel in our Buffalo factory, and we will be shipping that to customers starting Q1. The panel has industry-leading aesthetics and shape performance and demonstrates our continued commitment to US manufacturing,” Snyder said during the Q3 2025 earnings call.

Snyder did not explicitly name the product, though his reference to aesthetics has fueled speculation that Tesla may finally be preparing a large-scale and serious rollout of its Solar Roof line.

Originally unveiled in 2016, the Solar Roof was intended to transform rooftops into clean energy generators without compromising on design. However, despite early enthusiasm, production and installation volumes have remained limited for years. In 2023, a report from Wood Mackenzie claimed that there were only 3,000 operational Solar Roof installations across the United States at the time, far below forecasts. In response, the official Tesla Energy account on X stated that the report was “incorrect by a large margin.”

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