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 But of course, even new tech becomes outdated.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.
As for the V4 design, it looks like Tesla will be using a different shell than the current V2 and V3 models.
While I have yet to determine the new shape, I was able to find the dimensions so that it can be compared to the current model. pic.twitter.com/QQhtDgHfCJ
— MarcoRP (@MarcoRPTesla) July 9, 2022
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.”
V4 supercharger deployment starts this year, first locations will be in Austin, Texas. Higher max charge rate and voltage will be supported, as well as both CCS and Tesla cables @elonmusk $TSLA
— Whole Mars Catalog (@WholeMarsBlog) July 13, 2022
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.
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.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
