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Tesla’s giant casting machine in Giga Texas comes alive amid trial runs
It won’t be an exaggeration to state that a good part of Tesla’s future is poised to be built on the back of the Giga Press, a house-sized machine that is capable of producing single-piece casts for the company’s vehicles. With the Giga Press, Tesla could effectively reach mainstream status in the automotive industry using a concept that it developed in-house.
Despite Gigafactory Texas still being in construction, Tesla has already completed the installation of the site’s first Giga Presses. And over the past weeks, images of the first front underbody megacast for the Made-in-Texas Model Y have started emerging online. Recent flyovers of the site have even shown hundreds of the massive casted parts being gathered around the facility, suggesting that Tesla is already calibrating its Model Y Giga Presses for their upcoming operations.
There’s a giant gigapress in Texas
and it’s making car parts for Tesla @elonmusk @Tesla
📷 @peterdog15 pic.twitter.com/47JqDlyq8B— Gail Alfar (@GailAlfarATX) May 26, 2021
It is then quite remarkable and satisfying to see the company’s Texas-based Giga Presses in action as they produce the Model Y’s single-piece casts. The video of the machines was captured by Jeff Roberts, a Tesla and EV advocate who has been following the progress of the Gigafactory Texas site since the project’s early days. The clip of the machines was brief, but it does hint that Tesla is wasting no time in ensuring that its casting machines are ready to hit the ground running.
Gigafactory Texas was announced and promoted by Elon Musk as Tesla’s Cybertruck factory, but the EV maker would be starting its operations with the production of the Model Y crossover instead. This should help Tesla start Giga Texas with a vehicle that it is already familiar with, though Elon Musk has confirmed a huge update for the Model Y that would be made in Texas. According to the CEO, Giga Texas’ Model Ys will launch with the company’s custom 4680 cells, the same batteries that are expected to be used for the Cybertruck.
Tesla has been incredibly conservative surrounding the updates on its 4680 cell production. In the first-quarter earnings call alone, Elon Musk estimated that Tesla was still about 12 to 18 months away from meaningful 4680 volume production. This seems a bit strange as the Model Y is a high-volume vehicle and thus would require a lot of batteries. If Tesla intends on starting Model Y production in Giga Texas later this year with plans for a full ramp in 2022, then the company may be understating its capabilities to mass-produce its 4680 cells.
For now, however, Gigafactory Texas continues to grow and develop at an astounding rate. Check out a recent flyover of the Giga Texas complex in the video below.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.