Tesla announced this morning that it would open some of its United States Supercharger Network to competitors in an effort to not only make some of the $7.5 billion in funds from the Bipartisan Infrastructure Law available to the automaker, but also to make EV charging more available to consumers.
Tesla officially confirmed this morning that it would open select Superchargers in the U.S. to all EVs, an unprecedented move in the company’s history. In the past, Tesla has offered an exclusive strength to its owners by offering an expansive, robust, and dependable EV charging network. It has been arguably one of Tesla’s biggest advantages, and since CEO Elon Musk said in 2021 that the Supercharging Network would be opened to competitors that year, the automaker has reluctantly moved toward that goal.
EV charging to receive $7.5 billion in Bipartisan Infrastructure Deal: White House
Now, it has finally come to fruition.
This morning, The White House confirmed the plan with further details, stating:
“Tesla, for the first time, will open a portion of its U.S. Supercharger and Destination Charger network to non-Tesla EVs, making at least 7,500 chargers available for all EVs by the end of 2024. The open chargers will be distributed across the United States. They will include at least 3,500 new and existing 250 kW Superchargers along highway corridors to expand freedom of travel for all EVs, and Level 2 Destination Charging at locations like hotels and restaurants in urban and rural locations. All EV drivers will be able to access these stations using the Tesla app or website. Additionally, Tesla will more than double its full nationwide network of Superchargers, manufactured in Buffalo, New York.”
Last week, it was confirmed that Musk’s late January meeting with White House staff dealt with the potential opening of the Supercharger Network. Unsurprisingly, some Tesla fans were not super pleased with the idea. Superchargers are already relatively crowded, and the admittance of other non-Tesla brands to these chargers would only make matters worse. However, this is not always the case, as Superchargers in some areas of rural America, where EVs have yet to make a significant impact on the overall automotive market, are not always completely occupied.
While the locations that Tesla will choose are still up in the air, at least 7,500 piles of the U.S. Supercharger Network will be open to all EVs, and this is a win-win for everyone. Why?
Tesla owners will still have a distinct advantage
While 7,500 of the Superchargers will be open to other manufacturers by the end of next year, Tesla owners will still be the only ones to have the ability to utilize all of them.
This freedom gives prospective EV owners the ability to have a wide variety of options in terms of which company they will purchase from. However, Tesla will still have a significant advantage because it is the only manufacturer that will allow unlimited access to any Supercharger in the United States. It is important to emphasize this fact, because while other manufacturers will have access to some of the network, only Tesla owners will have access to all of it.
It eliminates a lot of the “There is not enough charging” argument
Even in 2023, as EVs continue to grab a more significant share of the total U.S. automotive market, we still hear that there are not enough chargers to justify an EV purchase.
While home charging is an option, those who rent or are apart of a strict Home Owners Association (HOA) may not have the ability to charge at their residence. This requires more public charging options to be available to those people, and the expansion of the charging network through Tesla’s decision to open select locations to all EVs only makes this outdated argument a lot less valid.
Even still, there are plenty of other companies out there that support the other manufactuers. Electrify America, ChargePoint, Blink, EVgo, and many others help electric vehicle owners get a charge before their drives.
Tesla’s decision shows its commitment to its mission
Tesla has always maintained that its goal is to “accelerate the transition to sustainable energy.” While the company is a business, and a for-profit business at that, Tesla has disrupted the entire automotive sector by showing EV options are sometimes more ideal than others. Because of the company’s influence on consumers, legacy automakers have been working on EVs for several years, and an influx of startups have come to light, hoping to be the next big thing.
Credit: Tesla
If Tesla was not actually committed to pushing more companies to build EVs, it likely would not make this move. As previously stated, many prospective car buyers are still under the impression that EVs are not feasible because of a lack of charging options. However, Tesla’s move to work toward expanding the Superchargers to other companies is further proof that it is more concerned with putting more EVs on the road, even if they’re not Teslas, than hoarding its robust charging infrastructure to itself.
This move is completely and entirely based on Tesla’s push to bring EVs to the mainstream, as if they were not already. However, the move is a further committment to the mentality that any EV is better than a combustion engine, and whatever the company can do to help another EV of any kind get sold is more than acceptable. But, don’t be fooled, Tesla still will take necessary steps to make its EVs more appealing than others, and that is evident with its continuous and relentless development of its vehicles, making them better and better as time goes on.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
News
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
Musk says China’s magnet export ban cost Optimus months, and robot hands remain shockingly hard.
Elon Musk says China’s export curbs on magnets used in electric motors set back Tesla’s Optimus program by two to three months, and that the robot’s hands remain the hardest part of the project. He made the comments Saturday during a live interview with Tesla Owners Silicon Valley at the X Takeover event at Giga Texas, in front of roughly 2,000 attendees. The Optimus discussion begins around the 49 minute mark of the stream.
On the hands, Musk was blunt and noted that a general purpose humanoid needs fine motor skills that are “incredibly difficult to get right. Shockingly difficult,” he said in the interview. He pointed to a problem he says no one has demonstrated yet: “One of the hardest things also generally is to do precision and force at the same time,” such as driving a small self tapping screw into wood. Touch sensors add another layer, since it is “actually kind of hard to get touch sensors that elastically deform and can handle high cycle life and it won’t just break after a few thousand cycles.”
He also took aim at rival robot videos. “Any complicated looking robot demo, it’s a canned demo. It’s not real,” Musk said, adding that real AI means showing a robot something it has never seen and watching it still cope, the way FSD handles a city it has never driven.
Musk expects the Optimus ramp to be slower than a new vehicle production ramp. “The initial part of that S curve of production ramp is going to be very slow at the beginning,” Musk said, partly because “unlike cars, there’s no pre existing supply chain for robot stuff.” That echoes his July reply on X that Optimus production “will be extremely slow at first, as everything is new.”
The magnet disclosure puts a number on a problem Musk first raised in 2025. He said China “prevented the export of magnets for use in electric motors” and that it “set back the Optimus program by like two or three months.” Then he added: “We had robots with no arms.” Tesla’s fix is to bring the supply chain home. “You’ve got to be able to make all the parts domestically,” he said. Teslarati reported in April 2025 that Musk tied the issue to permanent magnets in the arm actuators, where motors have to be as small as possible.
Tesla Optimus V3 hand and arm details revealed in new patents
Production is moving regardless, with a reported internal goal of more than 1,000 a week by the end of 2026. Teslarati recently covered how Tesla is certifying supply partners in China for Optimus parts, while the company’s hand design has been the subject of new patent filings.
Musk has said he wants Optimus available to the public by late 2027, though Tesla has not confirmed that date or published updated production figures.
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
The Pentagon taps Elon Musk to design the battlefield of the future
Tesla Roadster’s new patent preps white-knuckle speeds, keeping it grounded
