A Tesla Semi prototype was spotted in transport, presumably, after having completed several weeks of winter testing near its cold-weather testing facility outside of Delta Junction, Alaska.
Various sightings of the Tesla Semi from over the weekend suggest that the all-electric semi-truck was making its way down the western seaboard of the United States from Washington, through Oregon, and back to its Fremont, California test facility.
Video captures of a Tesla Semi being transported on the back of a semi-trailer shows the prototype’s salt-covered exterior as it makes its way back from cold-climate performance testing under snowy conditions.
Tesla Semi have done some #SosialDistancing @elonmusk hardcore testing? pic.twitter.com/keqweQ6GSh
— John D. (@Real_John_D) March 23, 2020
In January, Tesla noted in an email communication to Semi-truck reservation holders that the truck was undergoing hazard testing at its test facility in Fremont, California.
“Over the last few months, we have continued testing the trucks in real world conditions. We also spent time at a proving ground to evaluate the truck’s resilience over rougher road conditions. Using instruments mounted on the vehicle, we collected road input data to ensure the trucks can handle severely degraded roads. At our own Fremont test facility, we subjected the trucks to a number of high energy, discreet events such as curb strikes, pot holes, and other harsh inputs to confirm the truck is capable of handling common hazards.”
In the same communication, the company indicated that Tesla Semi has already completed “important engineering development checkpoints” and would be rolling out more “production-representative vehicles” vehicles in 2021.
Ahead of planned production, Tesla Semi would undergo several weeks of winter testing. The company has an extreme cold testing facility in Alaska where its vehicles, including the Tesla Model S and Model 3, undergo intense winter testing.
“In the short term, the team is gearing up for several weeks of winter testing to validate the truck’s performance in cold weather and low traction conditions. We are excited to share insights from the winter with you, as we will be able to highlight the major advantages of electric traction and motor control, which no diesel powertrain can match,” said the company in an email to a Tesla Semi reservation holder.
Actually I re-read the letter it says they will have limited volume production 2nd qtr of 2020. pic.twitter.com/A2hTYyTVdz
— chris (@chris31402370) January 9, 2020
Tesla has not confirmed where Semi-truck production will take place, only noting in its fourth-quarter earnings update letter that the facility would be in North America.
CEO Elon Musk indicated in the Q4 earnings call that Tesla Semi would be initially produced in limited quantity as the company focused efforts on increasing battery production capacity. Given the size of the all-electric truck and its energy needs, having a strong supply of battery cells is crucial to preventing a strain on supply for its consumer vehicles like the Model 3 and Model Y.
“So, the thing we’re going to be really focused on is increasing battery production capacity because that’s very fundamental because if you don’t improve battery production capacity, then you end up just shifting unit volume from one product to another and you haven’t actually produced more electric vehicles,” said Musk when asked about the Tesla Semi. “So, that’s part of the reason why we have not, for example, really accelerated production of the Tesla Semi because it does use a lot of cells and unless we’ve got a lot of battery cells available, then — and say like accelerating production of the Tesla Semi would then necessarily mean making pure Model 3 or Model Y cars. And so, we’ve got a really — make sure we get a very steep ramp in battery production and continue to improve the cost per kilowatt-hour of the batteries.”
A Tesla Semi was captured on Sunday, making its way down Interstate 5 in Olympia Washington, roughly 60 miles south of Seattle. Credit: Tvlog.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
