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Tesla tests Supercharger blocking device to prevent gas cars from ‘ICEing’ charging stalls
Tesla is testing a clever solution to prevent Superchargers from getting blocked (intentionally or unintentionally) by fossil fuel-powered vehicles. In a recent video shared online, the electric car maker is seen using camera-enabled ground locks to ensure that only Tesla vehicles can access a Supercharger.
A video of the system in action has been shared by the Tesla Owners Taiwan group on Twitter. In their post, the group noted that the Supercharger ground locks are fitted with a camera that identifies a Tesla electric car via its license plate as the vehicle is backing up. Upon identification, the ground lock would promptly unlock and lower itself, allowing the Tesla to gain access to the charging station.
Tesla Taiwan testing out new supercharger ground locks solution to fix ICE issues. A camera identifies the Tesla via plate number as the car backs up and unlocks accordingly. @elonmusk @tesla pic.twitter.com/tFU1twMBdg
— Tesla Owners Taiwan (@TeslaOwnersTwn) February 14, 2019
Tesla China used a similar system last month to prevent ICE-ing incidents. As could be seen in previous social media posts from Chinese Tesla owners, the method employed in the country utilized locks that could be unlocked through QR codes linked to an app. Between the two systems, Tesla Taiwan’s solution appears to be a bit more convenient, considering that the Supercharger lock itself determines if a vehicle is a Tesla or not.
In China here is our creative solution to the ICEing problem. Well done to Tesla China for this great solution. Mostly all of the new Tesla Supercharger Station have these installed. Takes less than one minute of your time. #Tesla #TeslaChina #ICEing pic.twitter.com/gBPXVoORxU
— Jay in Shanghai 电动 Jay 🇨🇳 (@JayinShanghai) January 13, 2019
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A comparison of the two systems also shows Tesla Taiwan’s locks being a bit taller than those employed in China. This makes them more effective, as they can deter vehicles with higher ground clearance, such as SUVs and pickup trucks. Of course, Tesla Taiwan’s system is not foolproof, as owners of lifted vehicles could easily drive over the ground locks. Nevertheless, the presence of the locks would likely discourage a good number of would-be ICE-ers to think twice before parking on a Supercharger spot.
View from inside car pic.twitter.com/fpTqbIPcfS
— Tesla Owners Taiwan (@TeslaOwnersTwn) February 14, 2019
Such Supercharger lock systems appear to be used in territories outside the United States for now. Considering the seemingly increasing number of ICE-ing incidents in the US, it would be a good idea for Tesla to implement a similar system in areas where it is able. Granted, such a method would not prevent ICE-ing incidents completely, but it would likely decrease the number of blocked Superchargers significantly.
Incidents of Supercharger ICE-ing, wherein a fossil fuel-powered vehicle blocks a charging station (intentionally or unintentionally) have been a prominent source of annoyance for the Tesla community for years. While some ICE-ing incidents result from honest mistakes or simple carelessness, reports from members of the electric car community over the past couple of months have indicated that some owners blocking the EV charging stalls have been quite aggressive towards Tesla owners. These anti-Tesla incidents escalated last month, when vandals practically attacked a Supercharger by partially severing cables, and later, drilling through the stalls’ charging plugs.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
