News
Tesla’s Nevada Semi plant gets concrete foundations for stamping area
Tesla is continuing to make progress on its Gigafactory Nevada expansion for the electric Semi, with a video update from over the weekend showing the initial foundation for the site’s stamping area along with more work on the walls.
In a drone video taken by Tesla Semi factory construction observer Zanegler on Saturday morning, we can see the first concrete wall foundations being poured at the Southwest corner of the construction site, where the plant’s stamping facility will be located upon completion. Viewers can also see the company’s recent progress on the walls and windows, as well as a roof that’s now over halfway complete, after having been worked on significantly over the past few months.
You can also see a few angles of the site’s main entrance, where Zanegler and others have speculated that Tesla may be building a Robovan-shaped easter egg, or one shaped like the Semi with a trailer attached. In any case, the shape on the Giga Nevada Semi expansion led to widespread discussion about whether or not Tesla could someday build the Robovan at this facility.
The video also includes a drone flight around the entire Giga Nevada facility, showing many of the walls and windows having been completed as the company gets closer to wrapping up exterior work.
Credit: Zanegler | YouTube Credit: Zanegler | YouTube Credit: Zanegler | YouTube Credit: Zanegler | YouTube
You can see Zanegler’s full drone video from the Giga Nevada Semi expansion below.
TESLA SEMI FACTORY CONSTRUCTION IN OCTOBER: Tesla Semi factory expansion gets its first full corner
Tesla’s Giga Nevada Semi expansion
Tesla first broke ground on the Semi factory expansion last January, and the company is aiming to eventually reach a volume production of 50,000 Semi units per year at the site. Production is expected to begin later this year, while some of the company’s first external deliveries from the new Semi factory are targeting early 2026.
Although Tesla is still constructing the Semi factory, it has already produced the electric Class 8 truck at low volumes and started to deploy units to a handful of companies. After being highly anticipated for years since its unveil, the Semi’s first deliveries began in 2022 to PepsiCo, though the automaker has since expanded its reach to include other companies such as DHL, Walmart, Martin Brower, and, more recently, Saia Inc.
Early trials of the Semi have championed impressive range and comfort results, with Saia Executive VP of Operations Patrick Sugar sharing initial experiences at the company last month:
We were very impressed with the Tesla Semi as it demonstrated an ability to handle both local and longer haul applications while still delivering notable power and efficiency. During a demonstration earlier this year, we achieved 1.73 kWh per mile.
Our drivers were equally impressed, noting the smooth acceleration, comfortable design, and its ability to maintain speeds on steep inclines, even while hauling heavy payloads.
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 Semi spotted with twin tandem trailers for the first time
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News
Tesla takes first step in sunsetting Model S and X with drastic move
Tesla won’t be taking custom orders of the Model S or Model X in Europe any longer.
Tesla has seemingly taken the first step in sunsetting two of its older vehicles, the Model S and Model X, by ending international orders.
The flagship sedan and SUV from Tesla are the two oldest cars in the company’s lineup. They account for a very small portion of overall sales, and several years ago, CEO Elon Musk admitted that Tesla only continues to build and sell them due to “sentimental reasons.”
Earlier this year, there were calls for Tesla to end the production of the two cars, but Lars Moravy said that the Model S and Model X were due to get some love later in 2025. That happened, but the changes were extremely minor.
Tesla launches new Model S and Model X, and the changes are slim
Some took this as an indication that Tesla has kind of moved on from the Model S and Model X. A handful of people seemed to think Tesla would overhaul the vehicles substantially, but the changes were extremely minor and included only a few real adjustments.
In Europe, customers are unable to even put a new order in on a Model S or Model X.
We noticed earlier today that Tesla pressing the ‘Order’ button on either of the flagship vehicles takes you to local inventory, and not the Design Studio where you’d configure your custom build:
🚨 Tesla has removed the Model S and Model X Design Configurators from European customers
It will now bring up available inventory for those two vehicles instead of allowing you to build your own config pic.twitter.com/sMnGAr2kuu
— TESLARATI (@Teslarati) July 30, 2025
Tesla simply does not make enough Model S or Model X units to justify the expensive logistics process of shipping custom orders overseas. It almost seems as if they’re that they will essentially build a bunch of random configurations, send them overseas every few months, and let them sell before replenishing inventory.
Inversely, it could also mean Tesla is truly gearing up to sunset the vehicle altogether. It seems unlikely that the company will fade them out altogether in the next couple of years, but it could absolutely think about ending international orders because volume is so low.
Energy
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla has reportedly secured a sizable partnership with LGES for LFP cells, and there’s an extra positive out of it.
Tesla has reportedly inked a multi-billion-dollar deal with LG Energy Solution in an effort to avoid tariff pressure and domesticate more of its supply chain.
Reuters is reporting that Tesla and LGES, a South Korean battery supplier of the automaker, signed a $4.3 billion deal for energy storage system batteries. The cells are going to be manufactured by LGES at its U.S. factory located in Michigan, the report indicates. The batteries will be the lithium iron phosphate, or LFP, chemistry.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
It is a move Tesla is making to avoid buying cells and parts from overseas as the Trump White House continues to use tariffs to prioritize domestic manufacturing.
LGES announced earlier today that it had signed a $4.3 billion contract to supply LFP cells over three years to a company, but it did not identify the customer, nor did the company state whether the batteries would be used in automotive or energy storage applications.
The deal is advantageous for both companies. Tesla is going to alleviate its reliance on battery cells that are built out of the country, so it’s going to be able to take some financial pressure off itself.
For LGES, the company has reported that it has experienced slowed demand for its cells in terms of automotive applications. It planned to offset this demand lag with more projects involving the cells in energy storage projects. This has been helped by the need for these systems at data centers used for AI.
During the Q1 Earnings Call, Tesla CFO Vaibhav Taneja confirmed that the company’s energy division had been impacted by the need to source cells from China-based suppliers. He went on to say that the company would work on “securing additional supply chain from non-China-based suppliers.”
It seems as if Tesla has managed to secure some of this needed domestic supply chain.
Lifestyle
Tesla brings perhaps the coolest interior feature to cars in latest update
Tesla adds on to the “fun” aspect of its vehicles.
Tesla has brought perhaps the coolest interior feature to its cars in a new update that is rolling out to vehicles now.
The feature will require a newer vehicle that has interior ambient lighting, which is present on the new Model S, Model X, Model 3 “Highland,” and Model Y “Juniper.” The Cybertruck also has ambient lighting strips throughout.
Tesla Model Y’s ambient lighting design changes revealed in leaked video
With the Version 2025.26+ Software Update, Tesla is rolling out a new “Sync Accent Lights w/ Music” feature, which is available on the Tesla Toybox:
Turn your Tesla into a rave cave with the new Light Sync feature 🎶
Rolling out now in software update 2025.26+ pic.twitter.com/IIsQxZ9jDP
— Tesla (@Tesla) July 29, 2025
To enable the feature, you’ll access the Toybox, choose “Light Sync,” and then choose “Sync Accent Lights w/ Music.”
Although it does not improve the performance of the vehicle, it is yet another example of Tesla making one of the coolest cars out there. This is truly a cool add-on that can be used to impress your friends and family.
Tesla takes first step in sunsetting Model S and X with drastic move
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla brings perhaps the coolest interior feature to cars in latest update
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