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Tesla Semi rival Nikola Motors aims to be US’ ‘largest energy consumer’ by 2028
Tesla Semi rival Nikola Motors recently revealed a rather ambitious goal for the future energy consumption of its hydrogen-electric trucks. In a post on its official Twitter page, Nikola announced that in ten years, the company would become the United States’ largest energy consumer.
Nikola pointed out that by 2028, its fleet of hydrogen-electric trucks will be supported by an estimated 820 refilling stations operating across the country. Considering the expected consumption of its long-haulers and estimates that each station will fill 160 trucks daily, each H2 station will likely consume 422 MWh of energy every day. At ~820 refilling stations, Nikola expects its fleet of hydrogen-electric trucks to consume a total of 349 GWh of energy per day.
Within 10 years,@nikolamotor will become the largest energy consumer in America. Estimated 820 stations going online by 2028. Each station fills 160 trucks daily- will consume 422 MWh of renewables (422 MWh X 828 stations = 349 GWh per day) pic.twitter.com/B8Ylovw46H
— Nikola Corporation (@nikolamotor) October 1, 2018
The hydrogen-electric truck startup did clarify that it intends to exclusively utilize renewables for its fleet’s energy consumption. In a follow-up to its initial announcement, the company even noted that it primarily uses solar with wind and hydropower as backups for its operations. Nikola further noted that its energy sources are all renewable, with on-site generation and zero-emissions “from production to consumption.”
Ultimately, Nikola Motors’ recent Twitter announcement gives the company an ambitious target. That said, if the company ramps the construction of its network of H2 refilling stations, its 10-year timeline could prove to be more than enough.
Nikola Motors’ recent announcement about its energy consumption estimates stands as the latest bold declaration from the startup truckmaker. Earlier this year, Nikola issued another bold announcement, seemingly throwing shade at Tesla by stating that all reservations placed for the Nikola One and Nikola Two will be refunded. As an aside, the company further noted in its post that it doesn’t “use (customers’) money to operate (its) business.” Nikola also announced that companies who wish to reserve its future vehicles could do so for free. On May, the company did get a large order for its electric trucks from brewery giant Anheuser-Busch, which ordered 800 units of the hydrogen-electric trucks.
Nikola has since adopted a more unfriendly stance against Tesla. The company has filed a $2 billion lawsuit against the electric car maker alleging that the Tesla Semi violated its design patents for the Nikola One. The hydrogen-electric truck maker lists several aspects of the Tesla Semi that were allegedly copied from the One, including its wraparound windshield, mid-entry door, front fenders, and the electric truck’s aerodynamic body. Nikola further alleged that due to the similarity of the One and the Semi, its brand is at risk due to Tesla’s reputation.
“Tesla’s design has caused confusion among customers. The confusion has diverted sales from Nikola to Tesla. Further, any problems with the Tesla Semi will be attributed to the Nikola One, causing harm to the Nikola brand. For example, Tesla has had problems with its batteries starting fires and its autonomous features causing fatal accidents. Should these problems arise with the Tesla Semi, the market will attribute these problems to Nikola because of the similarities between the two vehicles.”
The US Patent Office granted Tesla its own design patents for the Semi back in August, though, despite the examiner from the agency using the Nikola One as one of the comparison points for the all-electric truck. If Nikola opts to pursue its case against Tesla, it would have to prove that the US Patent Examiner made a mistake — a feat that would be very challenging to accomplish.
Nikola is currently preparing for a three-day event in April 2019, which would involve the unveiling of the pre-production models of its hydrogen-electric trucks, as well as a 2.3-megawatt hydrogen fueling station that would serve as a model for the company’s upcoming network of refilling stations.
The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.
However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.
Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:
Today I learned that if you go to Apple TV in the Tesla browser, it will open up an actual Apple TV app, fully functional. Not just the site.
Apparently there are more apps than just the few that show on the apps page. pic.twitter.com/os1Ypfm4JR
— Jason W (@jmwilt21) August 20, 2026
The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.
This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.
Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.
Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.
Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.
Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround
Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.
Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.
Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.
Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.
🚨 Einride CEO Roozbeh Charli on the Tesla Semi partnership:
“If we start with the Amazon announcement that we did earlier this year, that was on the back of having gone through a proving period together with them and proving out our technology. Then we took that next step in… pic.twitter.com/oazkXjwoig
— TESLARATI (@Teslarati) August 28, 2026
Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.
The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”
In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.
Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.
Tesla plans to launch the Semi officially on September 24, five months after production started ramping.
Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.
Tesla Cybercab is using a unique strategy for picking up the correct rider, which is a crucial part of ride-hailing to ensure people end up in the right place and are charged the correct price.
Cybercab will utilize an RGB strip in its front light bar that will illuminate in a variety of different colors to mark itself.
This identifying mark will also appear in the Robotaxi app, giving riders in the same location a notable distinction in an effort to avoid any confusion regarding who should get in each vehicle.
🚨 Tesla is using different light bar colors to help riders understand which vehicle is theirs
Pretty cool strategy pic.twitter.com/eGMpEMeRpc
— TESLARATI (@Teslarati) August 27, 2026
Other ride-hailing services use similar strategies: Lyft and Uber rides are recognizable through driver identity, vehicle type and color, as well as license plate. Waymo will display the rider’s initials on top of the vehicle, letting them know that the specific vehicle for them has arrived.
Tesla’s strategy is unique and interesting, but there are some flaws. Cybercab’s main purpose is aimed toward being an autonomous ride for all, including those who have disabilities like being blind or even color blind.
Tesla will likely have something in the pipeline for those who cannot see colors or have limited vision. There will definitely be multiple ways to identify which vehicle is the one that “you” specifically ordered.
Cybercab is set to start giving public rides next Thursday, September 3, in Austin, as it announced a dedicated event last week and invited many members of the Tesla community.
Additionally, members of the public will be invited as well. Tesla has been offering employee rides in Cybercab for nearly two months.
Tesla Theater might be getting plenty more streaming platforms
Tesla Semi’s biggest adoptee gives an update on production timeline
