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Tesla’s Supercharger ramp is accelerating so hard, it would make sense to open it to other EVs

Credit: 3lectric/Instagram

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In a recent update on Twitter, Elon Musk remarked that Tesla Superchargers are being made accessible to other electric cars. This statement received polarizing reactions from the EV community, with some owners noting that such a strategy may result in Tesla customers losing some of the convenience offered by the Supercharger Network. The more vehicles accessing Superchargers, after all, the fewer stations will be available for existing Tesla owners. 

Recent reports from China, as well as the company’s strategy in its Supercharger V3 ramp, suggest that this would not be the case. Last month, reports emerged indicating that Tesla is building a dedicated Supercharger manufacturing facility in China, just a few km away from Gigafactory Shanghai. The facility would reportedly be focused on the production of Supercharger V3 stations, and it will have an estimated output of 10,000 units per year. 

Similar to Tesla’s other projects in China, the company’s Supercharger facility seems to be getting built at lightning speed. Just recently, Tesla owner-investor @Ray4Tesla posted an image reportedly taken of the Supercharger facility, which started construction in late November. Local reports from China note that production equipment and an HVAC system are already being installed on the site, likely allowing the facility to be deployed earlier than its expected completion date of February 2021. 

A look at Tesla’s official page for its Supercharger Network indicates that the electric car maker currently operates 2,000 Supercharger stations with over 20,000 Superchargers across the United States, Europe, and Asia. If Tesla’s Supercharger facility in China meets its 10,000-per-year production target, it would only take the Shanghai-based site about two years to double the number of Superchargers deployed today. This is assuming that the facility does not improve its annual output over the next two years. 

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Needless to say, Tesla will likely establish more dedicated Supercharger production facilities in the near future. The annual output of such facilities will likely improve over time as well. Gigafactory New York is already producing V3 stations, and it would not be surprising if Tesla builds Supercharger production facilities in sites like Giga Berlin and Gigafactory Texas. This strategy, if Tesla does adopt it, would likely result in the company’s rapid-charging system being ubiquitous. 

The number of electric vehicles is bound to increase within the coming years, especially as regions like Europe and countries like Japan adopt policies that are intended to retire the internal combustion engine. With this in mind, having a reliable, expansive system of rapid chargers would become not only as a key advantage, but also a potential source of additional profit for Tesla. All Tesla has to do is to ramp its Supercharger Network at a rate that meets and perhaps even exceeds the already impressive growth of its vehicle production capabilities. 

Don’t hesitate to contact us for news tips. Just send a message to tips@teslarati.com to give us a heads up.

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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

Starlink restrictions are hitting Russian battlefield comms: report

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

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A truckload of Starlink dishes has arrived in Ukraine. (Credit: Mykhailo Fedorov/Twitter)

SpaceX’s decision to disable unauthorized Starlink terminals in Ukraine is now being felt on the battlefield, with Ukrainian commanders reporting that Russian troops have struggled to maintain assault operations without access to the satellite network. 

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

Lt. Denis Yaroslavsky, who commands a special reconnaissance unit, stated that Russian assault activity noticeably declined for several days after the shutdown. “For three to four days after the shutdown, they really reduced the assault operations,” Yaroslavsky said.

Russian units had allegedly obtained Starlink terminals through black market channels and mounted them on drones and weapons systems, despite service terms prohibiting offensive military use. Once those terminals were blocked, commanders on the Ukrainian side reported improved battlefield ratios, as noted in a New York Post report.

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A Ukrainian unit commander stated that casualty imbalances widened after the cutoff. “On any given day, depending on your scale of analysis, my sector was already achieving 20:1 (casuality rate) before the shutdown, and we are an elite unit. Regular units have no problem going 5:1 or 8:1. With Starlink down, 13:1 (casualty rate) for a regular unit is easy,” the unit commander said.

The restrictions come as Russia faces heavy challenges across multiple fronts. A late January report from the Center for Strategic and International Studies estimated that more than 1.2 million Russian troops have been killed, wounded, or gone missing since February 2022.

The Washington-based Institute for the Study of War also noted that activity from Russia’s Rubikon drone unit declined after Feb. 1, suggesting communications constraints from Starlink’s restrictions may be limiting operations. “I’m sure the Russians have (alternative options), but it takes time to maximize their implementation and this (would take) at least four to six months,” Yaroslavsky noted. 

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Tesla Korea hiring AI Chip Engineers amid push for high-volume AI chips

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

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Credit: xAI/X

In a recent post on X, Tesla Korea announced that it is hiring AI Chip Design Engineers as part of a project aimed at developing what the company describes as the world’s highest-volume AI chips. CEO Elon Musk later amplified the initiative.

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

“This project aims to develop AI chip architecture that will achieve the highest production volume in the world in the future,” Tesla Korea wrote in its post on X.

As per Tesla Korea, those who wish to apply for the AI Chip Design Engineer post should email Ai_Chips@Tesla.com and include “the three most challenging technical problems you have solved.”

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Elon Musk echoed the hiring push in a separate post. “If you’re in Korea and want to work on chip design, fabrication or AI software, join Tesla!” he wrote.

The recruitment effort in South Korea comes as Tesla accelerates development of its in-house AI chips, which power its Full Self-Driving (FSD) system, Optimus humanoid robot, and data center training infrastructure.

Tesla has been steadily expanding its silicon development teams globally. In recent months, the company has posted roles in Austin and Palo Alto for silicon module process engineers across lithography, etching, and other chip fabrication disciplines, as noted in a Benzinga report.

Tesla Korea’s hiring efforts align with the company’s long-term goal of designing and producing AI chips at massive scale. Musk has previously stated that Tesla’s future AI chips could become the highest-volume AI processors in the world.

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The move also comes amid Tesla’s broader expansion into AI initiatives. The company recently committed about $2 billion into xAI as part of a Series E funding round, reinforcing its focus on artificial intelligence across vehicles, robotics, and compute infrastructure.

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SpaceX and xAI tapped by Pentagon for autonomous drone contest

The six-month competition was launched in January and is said to carry a $100 million award.

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Credit: SpaceX/X

SpaceX and its AI subsidiary xAI are reportedly competing in a new Pentagon prize challenge focused on autonomous drone swarming technology, as per a report from Bloomberg News

The six-month competition was launched in January and is said to carry a $100 million award.

Bloomberg reported that SpaceX and xAI are among a select group invited to participate in the Defense Department’s effort to develop advanced drone swarming capabilities. The goal is reportedly to create systems that can translate voice commands into digital instructions and manage fleets of autonomous drones.

Neither SpaceX, xAI, nor the Pentagon’s Defense Innovation Unit has commented on the report, and Reuters said it could not independently verify the details.

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The development follows SpaceX’s recent acquisition of xAI, which pushed the valuation of the combined companies to an impressive $1.25 trillion. The reported competition comes as SpaceX prepares for a potential initial public offering later this year.

The Pentagon has been moving to speed up drone deployment and expand domestic manufacturing capacity, while also seeking tools to counter unauthorized drone activity around airports and major public events. Large-scale gatherings scheduled this year, including the FIFA World Cup and America250 celebrations, have heightened focus on aerial security.

The reported challenge aligns with broader Defense Department investments in artificial intelligence. Last year, OpenAI, Google, Anthropic, and xAI secured Pentagon contracts worth up to $200 million each to advance AI capabilities across defense applications.

Elon Musk previously joined AI and robotics researchers in signing a 2015 open letter calling for a ban on offensive autonomous weapons. In recent years, however, Musk has spoken on X about the strengths of drone technologies in combat situations.

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