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Tesla’s V4 Supercharger rumors begin to swirl: new designs, CCS support

Credit: Tesla

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Rumors about Tesla’s upcoming V4 Supercharger are swirling throughout the community, with various details about the new charging stacks being speculated against. Tesla Superchargers are the most populous on Earth and have also started to expand to other automakers in some regions, like Europe. However, the company is looking to bring out a new design and also a potential adoption of CCS support for non-Tesla owners.

Tesla’s current top-of-the-line Supercharger is the V3, which is capable of 250 kW charging speeds that can give owners 1,000 miles of range per hour. The introduction of the V3 Supercharger was during my first days as a journalist at Teslarati, and I remember it vividly. It was incredible to see such fast charging speeds and a controlled and calculated rollout of Tesla’s new tech. But of course, even new tech becomes outdated.

The new V4 Supercharger could have a completely updated design, according to @MarcoRPTesla, who stated that the new design will be taller, slimmer, and more streamlined than previous Supercharger shell designs.

One could argue that the design of the upcoming V4 Superchargers are similar to the Megachargers Tesla will utilize for the Semi. Teslarati showed exclusive images of the Megacharger design at the Frito-Lay factory in Modesto in June, and it is similar to the drafts of the V4 Supercharger design.

Credit: Teslarati reader Timke Klinker

As you can see from these drafted designs, the new V4 Supercharger could be completely different in terms of dimensions and could be an advantage when used with Tesla’s upcoming Cybertruck as it is a larger vehicle.

The front page of a report also leaked from Tesla that showed the company is planning to develop a Supercharger Charge Post that has Dual Cables that are suitable for both V3 and V4 charging speeds and could also include a potential CCS charging port for third-party automakers to use.

Now, Tesla has discussed opening Superchargers to third-party companies for several years, and it’s already started in the form of a Pilot Program in Europe. The same type of program could be launched in the United States later this year, and it likely will start with the V4 Supercharger. After all, the White House said in late June:

“Later this year, Tesla will begin production of new Supercharger equipment that will enable non-Tesla EV drivers in North America to use Tesla Superchargers.”

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Earlier this week, automaker Aptera pleaded to Congress that Tesla’s Supercharger should be the standard in the United States. “While electric vehicle technology has rapidly advanced, the charging standard in the U.S. has not,” Aptera wrote in an email to Teslarati. “CCS and SAE J1772, the US’s common standards, are clunky, cumbersome, and expensive.”

Tesla’s non-Tesla Supercharger pilot program expands to France, Norway

It is unlikely that Tesla’s Supercharger design will be adopted as the Standard, but the inclusion of CCS-compatible charging connectors on upcoming Superchargers would be a huge advantage for e-mobility and the adoption of EVs as a whole.

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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.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Elon Musk teases previously unknown Tesla Optimus capability

Elon Musk revealed over the weekend that the humanoid robot should be able to utilize Tesla’s dataset for Full Self-Driving (FSD) to operate cars not manufactured by Tesla.

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Credit: @heydave7/X

Elon Musk revealed a new capability that Tesla Optimus should have, and it is one that will surely surprise many people, as it falls outside the CEO’s scope of his several companies.

Tesla Optimus is likely going to be the biggest product the company ever develops, and Musk has even predicted that it could make up about 80 percent of the company’s value in the coming years.

Teasing the potential to eliminate any trivial and monotonous tasks from human life, Optimus surely has its appeal.

However, Musk revealed over the weekend that the humanoid robot should be able to utilize Tesla’s dataset for Full Self-Driving (FSD) to operate cars not manufactured by Tesla:

FSD would essentially translate from operation in Tesla vehicles from a driverless perspective to Optimus, allowing FSD to basically be present in any vehicle ever made. Optimus could be similar to a personal chauffeur, as well as an assistant.

Optimus has significant hype behind it, as Tesla has been meticulously refining its capabilities. Along with Musk’s and other executives’ comments about its potential, it’s clear that there is genuine excitement internally.

This past weekend, the company continued to stoke hype behind Optimus by showing a new video of the humanoid robot learning Kung Fu and training with a teacher:

Tesla plans to launch its Gen 3 version of Optimus in the coming months, and although we saw a new-look robot just last month, thanks to a video from Salesforce CEO and Musk’s friend Marc Benioff, we have been told that this was not a look at the company’s new iteration.

Instead, Gen 3’s true design remains a mystery for the general public, but with the improvements between the first two iterations already displayed, we are sure the newest version will be something special.

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Investor's Corner

Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries

The firm reiterated its Overweight rating and $355 price target.

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(Credit: Tesla)

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025. 

The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.

On Tesla’s vehicle deliveries in Q3 2025

During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report. 

“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.

A bright spot in Tesla Energy

Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.

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“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated. 

Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.

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Elon Musk

Elon Musk’s xAI becomes Memphis’ 2nd largest taxpayer in just one year: report

Elon Musk’s artificial intelligence startup, xAI, is reshaping Memphis’s economic landscape.

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Credit: xAI

Elon Musk’s artificial intelligence startup, xAI, is reshaping Memphis’s economic landscape. In just twelve months, the company has become the city and county’s second largest taxpayer.

The update was related in a report from The Wall Street Journal.

Memphis’ second-largest taxpayer

xAI is currently transforming a defunct Mississippi power plant into a crucial hub for AI, supplying electricity to its Colossus supercomputer cluster and its successor, Colossus 2. Together, the Colossi supercomputers will host more than half a million Nvidia chips that would be used for the development and improvement of Grok, xAI’s large language model. 

The buildout has injected billions into the region, making xAI one of Memphis’s most significant private investors and a symbol of the city’s high-tech aspirations. Bill Dunavant III, a Memphis businessman who sits on the board of directors of the city’s chamber of commerce, highlighted xAI’s contribution to the city’s economy in a comment to the WSJ

“In one year, xAI has become the second largest taxpayer in the city and county after FedEx,” he said. A spokesman for the Greater Memphis Chamber of Commerce has also stated that xAI has demonstrated “substantial economic commitment to our region, without any tax incentives.”

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Not without controversy

Despite the economic boost, xAI’s footprint has drawn scrutiny. The company’s natural-gas-powered turbines are expected to consume a substantial amount of water and electricity. Critics have also expressed worries about pollution and increased utility costs, though others see Musk’s wastewater recycling plans and cleanup initiatives as meaningful offsets.

As per the WSJ, xAI’s positioning in the market may be quite different than what Musk is typically used to, considering that the CEO tends to become a first mover in key industries, such as the EV segment with Tesla and private spaceflight with SpaceX. With xAI, however, he is catching up to competitors, the most notable of which is a company he co-founded, OpenAI, and its ubiquitous large language model, ChatGPT.

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