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Tesla’s vehicles led U.S. EV sales again last quarter: report

Tesla, Ford, and Chevrolet’s models led the pack in Q1, while more new EVs hit the road than ever.

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Credit: Joe Tegtmeyer

Recent data has shown that Tesla’s Model Y and Model 3 remained the top-selling electric vehicle (EV) models in the U.S. in the first quarter, despite a decline in overall sales in the market.

As detailed in the latest Kelley Blue Book EV sales report, shared by Cox Automotive on Thursday, Tesla’s Model Y and Model 3 outsold the next several models combined during the first quarter, while the Cybertruck was the tenth best-selling EV overall.

Tesla sold 64,051 Model Y units, representing a 33.8 percent drop year over year, along with selling 52,520 Model 3 units, marking a 70.3 percent increase year over year, to outpace the next several models combined. The Tesla Cybertruck sold 6,406 units, while the Model S and X sold 1,280 and 3,843 units, respectively.

Tesla also launched a new version of the Model Y in the first quarter, likely explaining at least a part of the decline, though the brand also faces continued pressure from the public, as many have targeted stores and vehicles in protesting Elon Musk and the Trump administration.

Meanwhile, the Ford Mustang Mach-E, the Chevy Equinox EV, and the Honda Prologue followed and made up the rest of the top five, with 11,607, 10,329, and 9,561 units sold, respectively. A number of models were also introduced to the market last year, such as the Porsche Macan, the VW ID.Buzz, and Volvo’s EX30 and EX90 models. Honda and Acura also added over 14,000 EVs to U.S. roads, marking an increase from having no products in Q1 2024.

Additionally, many models such as the Chevy Equinox EV, the Honda Prologue, and the VW ID.4 all climbed in the rankings from the full-year 2024 EV sales list, and it will be interesting to see how these and other emerging models hold as the year rolls on.

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Cox also points out that Tesla’s overall sales were down 8.6 percent from last year’s first quarter, while General Motors (GM) sold over 30,000 EVs across its brands to lead the sector in sales growth.

See the full list of BEVs sold below, as ranked by volume. You can also check out the full Q1 EV sales data from Cox Automotive here, or read the firm’s press release on the report here.

READ MORE ON U.S. EV SALES: Tesla average transaction prices (ATP) rise in March 2025: Cox Automotive

EV models sold in the U.S. in Q1 2025, ranked by volume

  1. Tesla Model Y: 64,051
  2. Tesla Model 3: 52,520
  3. Ford Mustang Mach-E: 11,607
  4. Chevrolet Equinox EV: 10,329
  5. Honda Prologue: 9,561
  6. Hyundai Ioniq 5: 8,611
  7. VW ID.4: 7,663
  8. Ford F-150 Lightning: 7,187
  9. BMW i4: 7,125
  10. Tesla Cybertruck: 6,406
  11. Chevrolet Blazer EV: 6,187
  12. Toyota BZ4X: 5,610
  13. Rivian R1S: 5,357
  14. Cadillac Lyriq: 4,300
  15. Acura ZDX: 4,813
  16. Nissan Ariya: 4,148
  17. Tesla Model X: 3,843
  18. Ford E-Transit and Kia EV9 (tied): 3,756
  19. Kia EV6: 3,738
  20. BMW iX: 3,626
  21. GMC Hummer Truck/SUV: 3,479
  22. Porsche Macan: 3,339
  23. Hyundai Ioniq 6: 3,318
  24. Audi Q6 e-tron: 3,246
  25. Subaru Solterra: 3,131
  26. Chevrolet Silverado: 2,383
  27. Jeep Wagoneer EV: 2,595
  28. Nissan Leaf: 2,323
  29. Dodge Charger EV: 1,947
  30. Rivian R1T: 1,727
  31. Cadillac Escalade EV: 1,956
  32. VW ID.Buzz: 1,901
  33. BMW i5: 1,899
  34. Audi Q4 e-tron: 1,874
  35. Mercedes EQB: 1,622
  36. Cadillac Optiq: 1,716
  37. Rivian EDV500/700: 1,469
  38. Lexus RZ: 1,453
  39. Tesla Model S: 1,280
  40. GMC Sierra EV: 1,249
  41. Volvo EX30: 1,185
  42. Kia Niro: 1,162
  43. Porsche Taycan: 1,019
  44. Volvo EX90: 1,000
  45. Hyundai Kona EV: 914
  46. BMW i7: 888
  47. Mercedes EQE: 742
  48. Genesis GV60: 733
  49. Genesis GV70: 712
  50. Mini Countryman: 693
  51. Mercedes EQE: 742
  52. Audi Q8 e-tron: 535
  53. Mercedes G-Class and EQS (tied): 509
  54. Jaguar I-Pace: 381
  55. Volvo C40: 315
  56. Chevrolet Brightdrop 400/600: 274
  57. Audi e-tron: 250
  58. Volvo XC40: 218
  59. Mercedes E-Sprinter: 90
  60. Genesis G80: 51
  61. Chevrolet Bolt: 13
  62. Mini Cooper: 3

*Additional EV Models: 5,930

*The additional EV models category is likely made up of low-volume, luxury, and niche EV makers, such as those from Lucid and Polestar. However, at the time of writing, Cox Automotive has not yet responded to Teslarati’s request for comment on which vehicles were excluded.

Top 10 EV sellers by brand in the U.S. in Q1 2025

  1. Tesla: 128,100
  2. Ford: 22,500
  3. Chevrolet: 19,186
  4. BMW:13,538
  5. Hyundai: 12,843
  6. VW: 9,564
  7. Honda: 9,561
  8. Kia: 8,656
  9. Rivian: 8,553
  10. Cadillac: 7,972

These were the best-selling EV brands in the U.S. in Q1

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Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk

SpaceX just combined Grok, Cursor, and X into one mega plan

SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.

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SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.

There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.

The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.

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That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.

The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.

The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.

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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.

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Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan
Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan

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.

Tesla Taiwan partners with Costco to sell vehicles

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.

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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.

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Lifestyle

Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

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?

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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.

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