Tesla’s Supercharger network hit a record single-day energy consumption the weekend after Thanksgiving, meaning that more electric vehicle (EV) drivers were able to use the chargers in one day than ever before.
The Supercharging network reached a peak single-day consumption of 12 GWh on Saturday, November 30, as confirmed over the weekend by Max de Zegher, Tesla’s Director of North American Charging, in a post on X. The news came in response to some of de Zegher’s insights on recent price reductions in the Supercharger network, and as the company has been rolling out access to the network to the first non-Tesla brands throughout this year.
Tesla Supercharger network leads U.S. toward 2030 charging goal
Tesla Supercharger pricing updates, buildout ramp, faster charging, non-Tesla EV access
As for Supercharger pricing, de Zegher outlined two goals for Tesla following discussion on X highlighting that prices seem to have dropped in both Europe and the U.S. in recent weeks:
- Price low to accelerate EV adoption, we pass on cost efficiencies
- Be financially sustainable to invest in the network, growing dependable freedom to travel
Credit: Electric_Maik | X
Tesla has been ramping up the production and deployment of its Superchargers over the last several years. The company reached its 60,000th individual Supercharger stall worldwide in October, after surpassing 50,000 stalls just over a year earlier last September. Supercharger deployment also seems to have continued at a steady pace this year, despite layoffs affecting the charging team in April. Tesla later walked back some of the layoffs, even going on to re-hire de Zegher.
Earlier during the month of April, Tesla said that its pre-fabricated Supercharger units now take just four days from production to delivery and installation. Last month, de Zegher reiterated the advantages of pre-fab Superchargers, primarily including that it makes installation more quick, higher-quality, and more affordable, while those savings were being passed onto the drivers.
The never-ending hunt for efficiency matters to accelerate the transition to EVs,” de Zegher wrote in a post on X. “This is what shows up on-site: traditional build with excavations (left), vs pre-assembled Superchargers (right).”
Credit: Max de Zegher | X
In addition to the overall network buildout, Tesla officially announced plans to start rolling out V4 Supercharger cabinets in 2025, after beginning to roll V4 charging stalls throughout much of last year. The upgraded cabinets will give drivers charging at V4 stalls access to the higher charging speeds of up to 500 kW for the Cybertruck (or 1.2 MW for Tesla Semi) offered by V4 Supercharger stalls. Although Tesla hinted at this a few months ago with trials of faster charging speeds at select Superchargers, the news has been highly anticipated for years and will soon become a reality.
Tesla has also been working on improvements to the Supercharger network, including the buildout of more pull-through charging sites for vehicles that are towing, as well as making it easier to filter for these sites on the vehicle’s navigation system. Last month, the company also said it was aiming to make stall availability more accurate than ever, along with increasing long Supercharging cables, modifying stations to avoid blocked stalls from non-Tesla EVs with different charge ports, and pushing manufacturers to follow Tesla’s port locations.
In addition, the improvements come as non-Tesla EV brands including Ford, Rivian, General Motors (GM), Volvo, Polestar, and recently Nissan, can now charge at Supercharging stations in North America using an NACS adapter. Although the added EV brands will increase congestion at charging sites, Tesla’s efforts to implement improvements to existing sites and to continue building out the network will likely be felt by Tesla and non-Tesla EV owners alike—and it should definitely continue to help accelerate EV adoption.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.
Tesla offers 3 months of free FSD (Supervised), Supercharging for Q4 orders in North America
Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
Elon Musk’s xAI closes upsized $20B Series E funding round
