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Tesla Semi and Roadster could be relying on a “battery breakthrough”
Elon Musk and Tesla have made some bold claims for the new Tesla Semi and Roadster. Those who understand batteries have been scratching their heads trying to figure out how the company can deliver the specs it’s promising – and concluding that the only possible way is some as-yet-unannounced advancement in battery technology.
Musk says the Tesla Semi will be able to haul 80,000 pounds for 500 miles, and recharge to 400 miles in 30 minutes, which would revolutionize the trucking industry. As for the Roadster, its promised 0-60 acceleration of 1.9 seconds effectively shuts down every one of the world’s baddest supercars, and its touted 620-mile range would be double that of any EV produced to date.
However, industry experts are questioning Tesla CEO Elon Musk’s touted range and charging capabilities, saying the specifications defy current physics and battery economics.
According to Bloomberg, analysts at Bloomberg New Energy Finance point out that Tesla Semi’s announced specs would require a battery capacity of between 600 and 1,000 kilowatt hours (6-10 times the size of the largest Model S battery). Using current technology, an 800 kWh battery pack would weigh over 10,000 pounds and cost more than $100,000. That’s just for the battery – Tesla has said its entire truck will start at $150,000. It seems plain that Tesla is counting on falling battery prices to square the circle. “The first Tesla Semis won’t hit the road until late 2019,” Bloomberg points out. “Even then, production would probably start slowly. Most fleet operators will want to test the trucks before considering going all-in. By the time Tesla gets large orders, batteries should cost considerably less.”
It isn’t just the capacity of the battery that’s causing analysts to wear out their calculators – Musk’s claim that the Tesla Semi will be able to add 400 miles of charge in 30 minutes would require a charging system 10 times more powerful than Tesla’s current Supercharger – which is already by far the most powerful in the industry.
Tesla Semi Megacharger port could support 1 MW of power.
“I don’t understand how that works,” said Bloomberg New Energy Finance EV Analyst Salim Morsy. “I really don’t.” Tesla’s current generation of Superchargers have a power output of 120 kilowatts and can add about 180 miles of range to a Model S battery in 30 minutes. To meet Tesla’s charging claim for the Semi would require the promised Megacharger to deliver an output of at least 1,200 kW.
Perhaps Tesla’s biggest bombshell is the promise that it will guarantee truckers electricity rates of 7 cents per kilowatt hour, which Bloomberg estimates could translate to fuel savings of up to $30,000 a year. Musk says that adding solar panels and battery packs at the charging stations will account for at least part of the cost reduction. However, BNEF’s Salim Morsy insists that Tesla will have to heavily subsidize those electricity rates – he estimates that Tesla will pay a minimum of 40 cents per kWh. “There’s no way you can reconcile 7 cents a kilowatt hour with anything on the grid that puts a megawatt hour of energy into a battery,” Morsy said. “That simply does not exist.”
Of course, that’s no different from what Tesla does for its current Supercharger network, offering free electricity to many customers, while paying almost $1 per kWh to produce it, according to Morsy’s estimate.
And how about that Roadster? To deliver its promised range of 620 miles, it will need a 200 kWh battery pack, twice the size of Tesla’s largest currently available pack. Mr. Morsy predicts that Tesla will stack two battery packs, one on top of the other, beneath the Roadster’s floor.
Even with a double-decker pack however, it’s hard to escape the conclusion that Tesla is counting on improving battery tech to make the Roadster, like the Semi, feasible. Battery density has been improving at a rate of about 7.5 percent a year, and that’s without any major breakthrough in battery chemistry.
“The trend in battery density is, I think, central to any claim Tesla made about both the Roadster and the Semi,” Morsy said. “That’s totally fair. The assumptions on a pack in 2020 shouldn’t be the same ones you use today.”
A massive battery pack not only enables greater range – it’s also a key element in the Roadster’s world-beating 0-60 acceleration. Jalopnik’s David Tracy spoke with battery expert Venkat Viswanathan, a Mechanical Engineering Assistant Professor at Carnegie Mellon, who says that the 1.9-second figure actually seems reasonable.
Viswanathan explains that the power output of a motor is limited by the power draw from each battery cell. Because the Roadster’s pack is double the size, the power draw may not be that much more than that of a Ludicrous Model S.
Viswanathan told Jalopnik that the most modern battery cells offer specific energy of about 240 watt-hours per kilogram. Using that assumption, the Roadster’s 200 kWh battery pack should weigh roughly 1,800 pounds, a huge advance over the previous-generation Roadster. With clever use of lightweight materials, the Roadster could still come out under the nearly two-ton curb weight of the Nissan GT-R, an acceleration benchmark among sports cars.
Viswanathan concludes that a 0-60 time of 1.9 seconds and a range of 620 miles are quite feasible, although there are several other factors that will come into play – much depends on the vehicle’s tires and aerodynamics.
Meanwhile, at least one analyst thinks Tesla’s latest revelations (or claims, or fantasies, depending on your point of view) have implications that go far beyond the Semi and the Roadster. Michael Kramer, a Fund Manager with Mott Capital Management, told Marketwatch that he suspects improved battery capacities and charging times could make their way into all future Tesla vehicles.
“I’d have to imagine that Tesla has figured out how to put this technology on all of their cars, which means every car could get a full charge in under 30 minutes,” Kramer wrote. Once the Model S “is equipped with the 200 kWh battery pack in the new Roadster, which I can’t imagine is too far down the road, the range issue for the Tesla is officially dead.” (Elon Musk has said that Models S and X will not get physically larger packs, but improved energy density could increase capacity while keeping the size of the pack the same.) Someday soon, Kramer says, “The Model S would likely be able to drive further on one charge than a car on a full tank of gasoline.”
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Note: Article originally published on evannex.com, by Charles Morris
The Tesla Model Y became the first-ever car to reach a legendary Norwegian milestone, surpassing 100,000 new registrations after gaining a reputation as one of the most popular vehicles in the country and the world.
As of May 20, Norwegian authorities have registered 100,224 units of the electric SUV, according to data from local outlet Opplysningsrådet for veitrafikken (OFV).
By population, roughly one in every 29 passenger cars on Norwegian roads is now a Model Y, underscoring its rapid rise as a national favorite.
Since the first deliveries in August 2021, the Model Y has transformed from a newcomer to a staple in Norwegian traffic.
Tesla back on top as Norway’s EV market surges to 98% share in February
Geir Inge Stokke, the Managing Director of OFV, described the achievement as “remarkable,” noting that few single models have gained such traction so quickly. “Tesla Model Y has hit the Norwegian market spot on, and the numbers illustrate how fast the EV market has developed here,” Stokke said.
The Model Y’s success reflects Norway’s aggressive push toward electrification. Nearly nine out of ten units, 87.6 percent, to be exact, are privately registered, with the remaining 12.4 percent on company plates. Owners span the country, from major cities to smaller municipalities, proving it is no longer just an urban or niche vehicle but a true “people’s car.
Who is Buying Tesla Model Ys in Norway?
Typical Model Y drivers are men in their early 40s. The average registered user age is 44, with 83 percent male and 17 percent female. Stokke noted that household usage often extends beyond the primary registrant, broadening the vehicle’s real-world appeal.
Geographically, adoption concentrates in urban centers with strong charging infrastructure. Oslo leads with 16,861 registrations (16.82 percent of the national total), followed by Bergen (7,450), Bærum (4,313), and Trondheim (4,240).
The top five municipalities—Oslo, Bergen, Bærum, Trondheim, and Asker—account for 35,463 units, or about 35 percent of all Model Ys. Yet the vehicle’s presence outside big cities highlights its broad acceptance.
Growth Trajectory and Popularity
Tesla built a lot of sales momentum in a short amount of time. In 2021, registrations closed out at 8,267, but more than doubled to more than 17,000 units in 2022 and more than 23,000 units in 2023. 2025 was the company’s strongest year yet, as Tesla managed to record 27,621 registrations.
Through 2026, Tesla already has 7,036 registrations.
Tesla’s Global Success with the Model Y
Tesla has tasted so much success with the Model Y; it has been the best-selling car in the world three times, it has dominated EV sales in numerous countries, and contributed to a mass adoption of electric vehicles across the planet.
As Stokke emphasized, the Model Y’s journey from newcomer to icon mirrors Norway’s broader success story. With robust incentives that push sales, excellent infrastructure, and consumer eagerness to transition to sustainable powertrains, the country continues setting global benchmarks in sustainable mobility.
The Tesla Model Y stands as a shining example of how quickly change can happen when conditions align.
SpaceX has disclosed the full financial details of its groundbreaking agreement with Anthropic, confirming that the AI company will pay $1.25 billion per month for dedicated high-performance computing resources.
The revelation came through SpaceX’s latest securities filing in preparation for its initial public offering, shedding light on one of the largest compute deals in the artificial intelligence sector to date. The prospectus was released last night, as SpaceX is heading toward its IPO.
This arrangement underscores the fierce demand for specialized infrastructure as frontier AI models require unprecedented levels of processing power to train and operate effectively. Industry analysts see the disclosure as a significant milestone, highlighting how top AI labs are locking in massive capacity to stay ahead in a rapidly accelerating field.
For SpaceX, it feels like a massive move that pushes its perception as a company from space exploration to artificial intelligence.
SpaceX is following in Tesla’s footsteps in a way nobody expected
The comprehensive deal grants Anthropic exclusive access to SpaceX’s Colossus clusters, encompassing Colossus I and the substantially expanded Colossus II, which together deliver hundreds of megawatts of power along with more than 200,000 NVIDIA GPUs.
Payments extend through May 2029, totaling nearly $45 billion overall; capacity is scheduled to ramp up during May and June 2026 at an initial discounted rate to facilitate seamless integration. Both companies retain the option to terminate the agreement with ninety days’ notice, so there is definitely some flexibility for both.
This pact not only enhances Anthropic’s ability to scale usage limits for Claude users but also injects substantial recurring revenue into SpaceX, bolstering its expansion into advanced data center operations and future orbital computing initiatives.
Observers describe the collaboration between the two companies as strategically advantageous because it gives Anthropic cutting-edge AI development the opportunity to collaborate with SpaceX’s expertise in rapid, large-scale infrastructure deployment.
This disclosure arrives at a pivotal moment when computing resources have become the primary bottleneck for AI progress.
As leading organizations compete to build more powerful systems, securing reliable, high-density facilities has emerged as a key differentiator.
SpaceX’s sites, such as those in Memphis, offer superior power availability and advanced cooling solutions that set them apart from conventional providers. For Anthropic, the added capacity is expected to deliver tangible improvements, including extended context windows, quicker inference times, and innovative features that appeal to both enterprise clients and individual users.
Looking ahead, the partnership paves the way for ambitious joint projects, including potential space-based AI compute platforms designed to overcome terrestrial limitations on energy and thermal management. Such efforts could redefine sustainable computing at massive scales.
Financially, the deal solidifies SpaceX’s diverse revenue profile ahead of its public market debut, extending beyond traditional aerospace activities. The massive check SpaceX will cash each month opens up the idea that additional
While some experts question the sustainability of these enormous expenditures given ongoing efficiency gains in AI architectures, the commitment reflects a strong belief in sustained demand growth.
The agreement also exemplifies productive synergies across sectors, with aerospace engineering insights optimizing AI hardware performance. As global attention on technology concentration increases, arrangements of this nature may help shape equitable access to critical resources.
Elon Musk
SpaceX just filed for the IPO everyone was waiting for
SpaceX filed its public S-1, revealing $18.7 billion in revenue and billions in losses.
SpaceX publicly filed its S-1 registration statement with the Securities and Exchange Commission on May 20, 2026, making its financial details available to the public for the first time ahead of what could be the largest IPO in history.
An S-1 is the formal document a company must submit to the SEC before going public. It includes audited financials, risk factors, business descriptions, and how the company plans to use the money it raises. Companies are required to file one before selling shares to the public, and it must be published at least 15 days before the investor roadshow begins. SpaceX had already submitted a confidential draft to the SEC in April, which allowed regulators to review the filing privately before it went public.
The S-1 reveals that SpaceX generated $18.7 billion in consolidated revenue in 2025, driven largely by its Starlink satellite internet division, which posted $11.4 billion in revenue, growing nearly 50% year over year. Despite that growth, the company lost about $4.9 billion in 2025 and has burned through more than $37 billion since its founding.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
A significant portion of those losses trace back to xAI, Elon Musk’s artificial intelligence company, which was recently merged into SpaceX. SpaceX directed roughly 60% of its capital spending in 2025 to its AI division, totaling around $20 billion, yet that division lost billions and grew revenue by only about 22%.
SpaceX plans to list its Class A common stock on Nasdaq under the ticker SPCX, with Goldman Sachs, Morgan Stanley, and Bank of America leading the offering. The dual-class share structure means going public will not meaningfully reduce Musk’s control, as Class B shares he holds carry 10 votes per share compared to one vote for public Class A shares.
The company is targeting a raise of around $75 billion at a valuation of roughly $1.75 trillion, which would make it the largest IPO ever. The investor roadshow is reportedly planned for June 5.
Tesla Model Y becomes first-ever car to reach legendary milestone
SpaceX reveals what Anthropic will pay for massive compute deal
