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Tesla Semi gets ‘peppy and quiet’ hydrogen fuel cell competitor from Kenworth-Toyota

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With support from the California Air Resources Board, Japanese auto giant Toyota and truck maker are collaborating to develop and build a limited run of hydrogen fuel trucks. The vehicles, which are Kenworth T680 trucks modified with Toyota’s hydrogen fuel cell powertrains, are expected to drive on routes around Los Angeles and further inland to San Bernardino. The actual specs of the vehicles have not been announced by either company, but the range of the hydrogen fuel cell T680 trucks are said to be 300 miles in “normal drayage operating conditions.”

Toyota and Paccar, the parent company behind Kenworth, took the wraps off the first hydrogen fuel cell long-hauler at this month’s Consumer Electronics Show in Las Vegas. The vehicle, which is classified as a Class 8 truck, stands to be a possible competitor for upcoming all-electric trucks like the Tesla Semi in the future. In a statement to CNBC, Brian Lindgren, Kenworth’s director of research and development, noted that utilizing hydrogen as a source of propulsion makes more sense for Class 8 vehicles than batteries, which power vehicles like Tesla’s all-electric long-hauler.

“We believe that carrying energy in the form of hydrogen for heavy-duty Class 8 trucks makes more sense than carrying it in batteries because the trucks can be refilled faster and offer longer range,” he said.

Lindgren’s point about faster refilling times for hydrogen fuel cell vehicles is quite justified, considering that a passenger car such as a Toyota Mirai could refill its tank with around 300 miles of range in roughly five minutes. That’s significantly faster than Tesla’s Superchargers, which are capable of charging roughly 200 miles of range in 30 minutes. Larger vehicles such as the hydrogen-electric Kenworth T680 trucks would likely take longer to refill than a passenger car such as the Mirai, but there’s a good chance that the long-hauler could still refill its tank faster than the Tesla Semi could charge its batteries, even if it is plugged into the upcoming Megacharger Network.

Toyota-Paccar’s Kenworth T680 hybrid fuel cell trucks caught the attention of some CES attendees due to the vehicle’s silent operation, which is nearly comparable to an all-electric truck. Lindgren, for his part, noted that drivers who have operated the truck actually appreciated the silence of the vehicle. “Drivers like these trucks because they are peppy and quiet,” he said.

Andy Lund, the Toyota chief engineer on the project, further stated that the hydrogen-electric trucks would have the same payload capacity as a diesel rig. Unlike its fossil fuel-powered counterparts, the hydrogen fuel cell Kenworth T680 long-haulers would only require a four-speed transmission, which is far simpler than the 18-gear transmissions usually fitted on Class 8 diesel trucks.

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If there is one thing that would probably go against Toyota and Paccar’s hydrogen trucks, though, it would be their fuel efficiency. Kenworth’s director of research and development noted that the prototype trucks currently consume hydrogen at roughly the same rate as present diesel trucks, at around 5-7 mpg. The only advantage of the vehicles, of course, is that the trucks would only produce water vapor from their exhausts. This is a substantial advantage, considering that the trucking industry accounts for about 23% of carbon emissions from transportation in 2016, according to the Environmental Protection Agency.

That said, this would be something that Tesla could capitalize on. During the electric long-hauler’s unveiling, Musk noted that the Semi would cost operators $1.26 per mile to run, less than the standard $1.51 per mile that diesel-powered vehicles cost. Musk’s estimate has been met by skepticism by veterans of the trucking industry, but if the Tesla Semi’s operating costs stay true to the CEO’s estimate, then the vehicle would most certainly give itself a notable advantage over diesel and hydrogen-powered rivals when it starts operating on America’s roads.

Hydrogen fuel cells remain a polarizing solution for sustainable transportation. Elon Musk, for one, has openly discussed his dislike for hydrogen-electric transportation. In a statement to Autocar in 2014, for one, Musk went so far as to describe hydrogen fuel cell systems as “mind-bogglingly stupid.”

“They’re mind-bogglingly stupid.  You can’t even have a sensible debate. Consider the whole fuel cell system against a Model S. It’s far worse in volume and mass terms, and far, far, worse in cost. And I haven’t even talked about hydrogen being so hard to handle. Success is simply not possible. Manufacturers do it [FCEVs] because they’re under pressure to show they’re doing something ‘constructive’ about sustainability. They feel it’s better to be working on a solution a generation away rather than something just around the corner. Hydrogen is always labeled the fuel of the future – and always will be,” Musk said.

Elon Musk initially announced that the Tesla Semi would start production sometime in 2019. That said, later statements from Tesla’s head of investor relations Martin Viecha suggested that the electric car maker would “earnestly” start producing the Semi by 2020.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up

Elon Musk sarcastically calls Mukesh Ambani ‘Prime Minister’ as the Starlink India standoff escalates again.

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Elon Musk escalated his public fight over Starlink’s launch in India on Friday, addressing Reliance chairman Mukesh Ambani as “Prime Minister Ambani” in a sarcastic post on X. “Please accept my humble apologies for not realizing that you are the real boss of India,” Musk wrote, before accusing Ambani of “monopolistic exploitation” and asking whether he would “consider allowing Starlink to compete.” In follow up posts, he said Starlink has proven essential during natural disasters and would help parts of India with no internet access.

The post came two days into a fight that Musk sparked up on Wednesday, when he said Starlink was “being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people.” He called it “a crime against the people of India” and left the names out, adding only, “You can guess who they are.” Jio and Airtel together hold more than 80% of India’s telecom market. On Thursday, Musk asked whether Ambani is “the real boss of India” and said Starlink has spent five years complying with “every single law and requirement” of the Indian government.

India’s government has pushed back each time. The Ministry of Communications called the suggestion that its framework is unfair or discriminatory “baseless and misconceived.” Communications Minister Jyotiraditya Scindia said Friday that three companies hold satcom licenses: Starlink, Jio Satellite Communications, and Bharti backed Eutelsat OneWeb. Amazon’s Kuiper, now Amazon Leo, is still going through the process. None can launch until regulators finalize satellite spectrum pricing and the Home Ministry signs off on each company’s security compliance. Scindia said the telecom regulator and the Department of Telecommunications are close to a decision on pricing, The Hindu reported. Bharti chairman Sunil Mittal also said OneWeb is still waiting on approvals.

Starlink received its operator license in 2025 after a three year wait, and the space regulator IN-SPACe granted what industry executives called the last approval needed in July. The holdup since then centers on security, particularly concern that foreign operators could bypass Indian gateways.

Musk and Ambani have been on opposite sides of this before. In late 2024, Ambani argued for auctioning satellite spectrum, which Musk criticized as out of step with the rest of the world, and India chose administrative allocation instead. By March 2025, the two sides had signed a deal to sell Starlink devices in Reliance stores, and Starlink secured its telecom license that June. That partner is now also a competitor. Jio is reportedly weighing a constellation of 1,600 to 1,650 satellites costing an estimated $10 billion to $15 billion, while Akash Ambani has told shareholders Jio plans to lease capacity from global providers to move quickly.

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Elon Musk’s surprise addition to the X Takeover lineup has fans talking

Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.

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Credit: Tesla Owners Silicon Valley
Credit: Tesla Owners Silicon Valley

Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.

Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.

This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.

Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.

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Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.

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It’s official: SpaceX takes aim at Verizon, AT&T, and T-Mobile

SpaceX is buying 800 MHz spectrum from Grain to turn Starlink Mobile into a carrier.

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Starlink D2D direct to device vs Verizon, AT&T (Concept render by Grok)

SpaceX has agreed to buy a nationwide block of low band wireless spectrum, a deal the company says will let Starlink Mobile operate as a full US carrier rather than a satellite add-on for someone else’s network.

The company announced the agreement on X on Thursday afternoon, saying it will “pave the way for @Starlink to become a major mobile carrier in the US.” The seller is Grain Management, a private investment firm that confirmed in a statement that SpaceX will acquire 100% of its nationwide 800 MHz portfolio. That covers up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands. Neither side disclosed a price, and the deal still needs FCC approval.

Grain only recently picked up the licenses itself. It bought the portfolio from T-Mobile in a transaction that closed in August, paying cash plus its own 600 MHz spectrum. Rival AST SpaceMobile had been testing satellites on the same bands before SpaceX stepped in.

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SpaceX said its 2 GHz spectrum will handle high bandwidth capacity, while the new 800 MHz layer “ensures Starlink Mobile’s signal penetrates through obstacles, such as walls, and can provide service to customers’ devices even when they are in buildings.” The company added that most existing phones already support the band, so customers would not need new hardware to use it.

That 2 GHz spectrum came from SpaceX’s EchoStar acquisition last year, which gave the company exclusive S band rights in the US and global Mobile Satellite Service licenses. The Grain spectrum is different in an important way: it is tailored for service from ground towers, not satellites. SpaceX said that combination would make Starlink Mobile “the first network operator to deploy both satellite and terrestrial spectrum.”

The announcement also follows a key regulatory win. Earlier this week, the FCC approved SpaceX’s plan to deploy 15,000 second generation Starlink Mobile satellites, which the company has said will carry up to 100 times the data density of the current system, as Teslarati previously reported.

Shares of AT&T, Verizon and T-Mobile fell in extended trading after the announcement. T-Mobile is currently SpaceX’s launch partner for Starlink Mobile in the US, which makes its position the most complicated of the three.

SpaceX has not been subtle about its plans. During the company’s August earnings call, President and COO Gwynne Shotwell said she expected Starlink Mobile to win over customers from the major carriers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said, pointing to dead zone coverage and resilience during disasters. Shotwell also described plans for low cost cellular base stations that could pair with existing Starlink dishes.

SpaceX has targeted 2027 for deployment of its next generation Starlink Mobile satellites, with upgraded service expected by the end of that year. The FCC review of the Grain deal now determines when the terrestrial half of that network can come online.

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