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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Elon Musk
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said.
Tesla could add the Cybercab and Optimus humanoid robot to the production lineup at Giga Berlin, as per recent comments from CEO Elon Musk.
During a recent interview with Giga Berlin plant manager André Thierig, Musk identified the Cybercab as the most likely next major product for the German factory, with Optimus potentially following after.
“From a next major product standpoint, I think most likely is the Tesla Cybercab,” Musk said. He added that there are also “possibilities of Tesla Optimus” being produced in the facility.
Tesla has already begun production of the Cybercab in Giga Texas, with volume production expected to ramp this year. Based on Musk’s comments, it appears that if conditions align in Europe, Giga Berlin could eventually join that effort.
The CEO’s comments about Optimus coming to Gigafactory Berlin are quite unsurprising too considering that Musk has mentioned in the past that the humanoid robot will likely be Tesla’s highest volume product in the long run.
Giga Berlin will likely be able to produce mass volumes of Optimus, as the Model S and Model X lines being converted to an Optimus line in the Fremont Factory are already expected to produce 1 million units of the humanoid robot annually.
Apart from his comments about the Cybercab and Optimus, Elon Musk also confirmed that Giga Berlin has started ramping battery cell production and will continue expanding Model Y output, particularly as supervised Full Self-Driving (FSD) gains regulatory approvals in Europe.
Taken together, the remarks suggest Berlin’s role could evolve beyond vehicle assembly into a broader multi-product manufacturing hub, not just a regional Model Y plant.
Energy
Tesla Powerwall distribution expands in Australia
Inventory is expected to arrive in late February and official sales are expected to start mid-March 2026.
Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with inventory expected to arrive in late February and official sales beginning in mid-March 2026.
Under the new agreement, Supply Partners will distribute Tesla Powerwall units and related accessories across its national footprint, as noted in an ecogeneration report. The company said the addition strengthens its position as a distributor focused on premium, established brands.
“We are proud to officially welcome Tesla Powerwall into the Supply Partners portfolio,” Lliam Ricketts, Co-Founder and Director of Innovation at Supply Partners Group, stated.
“Tesla sets a high bar, and we’ve worked hard to earn the opportunity to represent a brand that customers actively ask for. This partnership reflects the strength of our logistics, technical services and customer experience, and it’s a win for installers who want premium options they can trust.”
Supply Partners noted that initial Tesla Powerwall stock will be warehoused locally before full commercial rollout in March. The distributor stated that the timing aligns with renewed growth momentum for the Powerwall, supported by competitive installer pricing, consumer rebates, and continued product and software updates.
“Powerwall is already a category-defining product, and what’s ahead makes it even more compelling,” Ricketts stated. “As pricing sharpens and capability expands, we see a clear runway for installers to confidently spec Powerwall for premium residential installs, backed by Supply Partners’ national distribution footprint and service model.”
Supply Partners noted that a joint go-to-market launch is planned, including Tesla-led training for its sales and technical teams to support installers during the home battery system’s domestic rollout.
Elon Musk
Tesla Giga Berlin growth could stall if not “free from external influences”: Elon Musk
The comments were delivered in a pre-recorded video discussion.
Tesla CEO Elon Musk has reportedly warned that future expansion of Gigafactory Berlin could be jeopardized if the site does not remain “free from external influences.”
Musk’s comments were delivered in a pre-recorded video discussion with employees and came at a sensitive moment for the facility, where union representation has been a recurring issue.
According to reports from Handelsblatt and Der Spiegel, citing participants at the event, Musk suggested that if Giga Berlin is no longer “free from external influences,” further expansion would become unlikely. He did not, however, hint that the plant would shut down.
While Musk did not name IG Metall directly, his remarks were widely interpreted as referencing the union, which is currently the largest faction on the works council but does not hold a majority, as noted in an electrive report.
The video conversation was conducted between Musk in Austin and Grünheide plant manager André Thierig, then played back to the workforce in Germany. Works council elections are scheduled for early March, heightening the tension between management and organized labor.
The CEO has previously voiced concerns that stronger union influence could limit Tesla’s operational flexibility and long-term strategy in Germany.
Despite the warning on expansion, Musk praised the Giga Berlin site during the same address, describing it as one of the most advanced factories worldwide and highlighting its cleanliness and team culture.
The discussion also reportedly touched on battery cell production. According to attendees cited in German media, Musk indicated that Tesla has begun ramping cell production at the site. That would mark a notable shift from earlier expectations that large-scale cell manufacturing in Brandenburg would not begin until 2027.
Tesla Cybercab coming next to Giga Berlin, Optimus possibly after
Tesla Powerwall distribution expands in Australia
