A new report shows that commercial vehicles are much higher polluters than passenger vehicles despite making up a much smaller portion of cars on U.S. roads. For this reason, the study’s authors say the U.S. should prioritize electrifying the commercial vehicles sector rather than just focusing on passenger vehicles.
PepsiCo- and KPMG-backed software logistics company Adiona Tech shared the Connected Thinking report on Tuesday, which suggests that last-mile combination trucks be electrified as soon as possible to help fight CO2 emissions. The company says that all urban deliveries of groceries, parcels, furniture and other goods should be performed by electric vehicles (EVs) by 2025.
“Commercial vehicles are a much bigger polluter than passenger cars and they are in desperate need of modernization,” Adiona writes in the report. “Large combination trucks are just 1 percent of vehicles on the road, but they produce 18 percent of vehicle emissions.”
The study compared Bureau of Transportation Statistics figures from 2019 to those of 2020 and 2021, looking at vehicle miles driven by passenger cars and trucks, along with their associated emissions. What it found was that emissions decreased significantly in 2020 and 2021, while truck miles and their associated emissions increased above 18 percent of road traffic emissions.
Sources: Connected Fleet data; BTS, fuel consumption by mode, additional combination truck stats, additional car stats, additional single-axle truck stats. Credit: Adiona Tech
The report included several key findings, notably including that the average fuel consumption of combination trucks is roughly 20 times higher than that of a passenger vehicle. The report also says that switching just five of these combination trucks to green alternatives — such as hydrogen fuel cells or lithium batteries — would be comparable to the effects of buying EVs for 100 households.
While the average truck drives about 22,930 miles annually, the report notes that large combination trucks travel an average of 59,929 miles in the same period, and single-unit trucks only average 12,278 miles annually.
According to data sourced from the Bureau of Transportation, light-duty vehicles with a short wheelbase have an average fuel consumption of 481 gallons per year, compared to 640 gallons consumed on average by light-duty vehicles with long wheelbases, and 1,639 gallons on average by single-unit, two-axle trucks with six tires or more. However, the data also shows that combination trucks consume an average of 9,909 gallons annually.
In a press release, Adiona Tech CEO Richard Savoie highlights the need to prioritize larger freight in the fight against carbon emissions, beginning with those that travel the most.
“America needs to aggressively decarbonize the biggest emitters on the road, large freight and delivery vehicles,” Savoie said in the release. “The US automotive industry is at a crossroads, but it needs to act now to electrify every car on the road. Doing so requires connected thinking and collective action. We cannot transform the national fleet of nearly 300 million vehicles overnight, so we need to make decisions that make the biggest difference, for the lowest effort first.”
The passenger vehicle sector has adopted EVs much more quickly than others, as several automakers have now followed Tesla’s lead in building fully electric vehicles. While electrifying every car is still an important goal, Savoie explains, it shouldn’t be the only one.
“Frankly, the data shows that consumer adoption of EVs should not be America’s number one priority,” Savoie said. “Electrifying fleets is by far the most efficient way to reduce vehicle emissions. Every battery we put in a combination truck counts for 20 households buying an EV, and businesses often have fleets of hundreds of vehicles.”
“We must prioritize the electrification of these vehicles that are on the road most, travel the longest distances, and are the least fuel-efficient,” Savoie added.
Several companies have begun piloting or at least stated plans to purchase electric last-mile delivery vehicles, including FedEx, Amazon, Walmart and more.
Adiona Tech backer PepsiCo is one of the first companies to have begun electrifying its semi-truck fleet after purchasing an initial batch of Tesla Semis last year. A recent event showed some serious range results for the Semi, and PepsiCo detailed last month how the truck was helping it reach its own sustainability goals.
You can read the full report from Adiona Tech here.
What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
SpaceXAI announced today that it had signed an agreement with Anthropic to give the company access to its Colossus 1 data center in Memphis, Tennessee.
It is a monumental deal as Anthropic will gain access to all of the compute at the plant, delivering more than 300 megawatts of power and over 220,000 NVIDIA GPUs within the month.
Anthropic’s Claude AI account on X announced the partnership:
“We’ve agreed to a partnership with SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.”
The company is also:
- Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;
- Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and
- Substantially raising its API rate limits for Opus models.
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.
This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
— Claude (@claudeai) May 6, 2026
SpaceX also published its own release on the new agreement, noting that it is “the only organization with the launch cadence, mass-to-orbit economics, and constellation operations experience to make orbital compute a near-term engineering program rather than a research concept.”
CEO Elon Musk also commented on the partnership and shed light on intense meetings he had with senior members of Anthropic last week, stating, “nobody set on my evil detector.”
Same here.
By way of background for those who care, I spent a lot of time last week with senior members of the Anthropic team to understand what they do to ensure Claude is good for humanity and was impressed.
Everyone I met was highly competent and cared a great deal about…
— Elon Musk (@elonmusk) May 6, 2026
This has turned the argument that SpaceX is as much an AI company as a space exploration company into a very valid argument:
SpaceX is following in Tesla’s footsteps in a way nobody expected
Nevertheless, this is an incredibly valuable and important move in the grand scheme of things. AI scaling is fundamentally bottlenecked by compute, and demand for Claude has surged, bringing terrestrial power grids, land, and cooling operations hitting limits everywhere.
Anthropic has been aggressively signing multiple large-scale deals to be competitive in the space, including:
- Up to 5GW with Amazon
- 5GW with Google and Broadcom
- Strategic $30b Azure deal with Microsoft/NVIDIA
- $50b U.S. infrastructure investment with Fluidstack
Access to Colossus 1 gives Anthropic immediate relief on NVIDIA GPU capacity. For SpaceXAI, it turns its rapid buildout into revenue. It also showcases its ability to deliver at world-leading speed and scale.
Most importantly, it plants the seed that its much larger vision, orbital AI compute, is totally viable.
Starlink V3 satellites could enable SpaceX’s orbital computing plans: Musk
Within the month, Anthropic will begin using 100 percent of Colossus 1’s compute, directly expanding capacity for Claude Pro and Max subscribers and the API. This means fewer limits, faster responses, and support for heavier workloads.
In the long term, meaning 2026 and beyond, there will be a continued rollout of other multi-GW deals Anthropic has signed, and an early exploration of orbital compute with SpaceXAI.
News
Tesla unveils mysterious prototype at Giga Texas: Is the Model Y L coming to America?
The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.
Tesla unveiled a mysterious prototype, covered up between a Model Y and a Cybertruck at Gigafactory Texas, perhaps giving yet another hint that the Model Y L is coming to America.
The Model Y L has been available in China for some time, but Americans are wondering when it will potentially come to the United States, offering a larger version of the best-selling vehicle in the world, as the Model X is officially phased out.
Giga Texas observer and drone operator Joe Tegtmeyer captured an image of the vehicle on May 6, showing a fully-covered prototype parked alongside a standard Model Y and a Cybertruck.
This mystery Tesla is covered at Gigafactory Texas
What do you think it is? https://t.co/l5WVKLi9yM pic.twitter.com/CcOybDkCkn
— TESLARATI (@Teslarati) May 6, 2026
From top-down and angled views, the prototype appears nearly identical in scale to the Model Y but reveals noticeably distinct rear proportions—an elongated rear door that stretches farther over the wheel arch and rear glass that flows uninterrupted to the spoiler lip.
The side-by-side placement provides an immediate size reference. The mystery vehicle sits comfortably between the compact Model Y and the massive Cybertruck, suggesting it occupies a practical middle ground for families seeking more interior room without jumping to a full-size pickup.
Enthusiasts quickly took to social media with guesses ranging from an extended-wheelbase Model Y to a potential station-wagon variant.
The sight of this prototype follows an earlier look at another shrouded body-in-white resting in a wooden shipping crate at the Giga Texas plant in late March.
That prototype appeared to display an elongated silhouette. Some analysis seems to show nearly exact dimensions as to what is reported for the Model Y L in the Chinese market, approximately 4.98 meters long with a 3.04-meter wheelbase, roughly seven inches longer overall than the U.S.-spec Model Y. The rear-door extension and glass-to-spoiler design were identical to the current sighting:
The Model Y L has already proven popular in China, where it launched in six- and seven-seat configurations and quickly ranked among the top-selling mid-to-large SUVs. Owners enjoy roughly 10 percent more cargo space and enhanced family versatility.
Tesla has remained silent on U.S. plans other than CEO Elon Musk saying it could come in late 2026, but localizing production at Giga Texas would make strategic sense.
With the Model X phase-out and steady Model Y output already humming along expanded lines, a longer-wheelbase variant could add tens of thousands of annual deliveries without major retooling.
The latest sighting arrives amid Tesla’s broader push to refresh its lineup. Whether this prototype represents the long-rumored Model Y L, a subtle Juniper-style update, or something entirely new remains unconfirmed.
Yet the consistent visual cues—precise dimensional match, distinctive rear styling, and strategic placement at Giga Texas—point strongly toward an extended Model Y designed for American families who want extra space without sacrificing the Model Y’s efficiency and affordability.Tesla watchers will be monitoring future drone flights closely.
If the prototype is indeed the Model Y L, it could mark a significant expansion of the company’s best-selling vehicle and deliver the extra room many U.S. buyers have been requesting for years. For now, the blue tarp keeps its secrets—but the clues are getting harder to hide.
News
Tesla Roadster gets an update, but not the one fans were looking for
Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.
Tesla has been slow to show its hand regarding the massive project that is the Roadster, but it is now coming forth with a new update.
However, it is probably not the one fans were looking for.
Tesla has quietly filed a new trademark application for its next-generation Roadster, giving enthusiasts their first official glimpse of fresh branding for the long-teased electric supercar.
The February 3 filing includes an inverted triangular badge with the word “ROADSTER” centered above four vertical lines that, according to the application, represent “speed, propulsion, heat, or wind.”
A sleek, angular wordmark and a minimalist curved-line silhouette hinting at the car’s aerodynamic shape round out the trio of marks.
I found something cool. Tesla has filed a new trademark application for its next-generation Roadster. It could be the new Roadster logo/badge.
The filing says the lines depict speed, propulsion, heat or wind.
(I took the liberty of making the logo red. Trademark filings are… pic.twitter.com/W9JSDwTRL7
— Sawyer Merritt (@SawyerMerritt) May 6, 2026
For a program that began with Elon Musk’s 2017 reveal, this is tangible forward motion. The original Roadster proved EVs could be thrilling; the next generation aims higher, with promises of sub-two-second 0-60 mph acceleration and, in its most extreme configuration, optional SpaceX cold-gas thrusters for rocket-like thrust.
The new trademarks suggest Tesla is now locking down the visual identity that will accompany those headline specs, as well as a small hint that maybe we’re finally getting close. However, the company has not revealed any progress on the vehicle itself or its specs to the public.
It continues to tease with developments like this one.
That said, the update lands with a familiar bittersweet note. Fans have waited nearly a decade since the initial unveiling. Production was once eyed for 2020, then 2021, then later still. In the intervening years, Tesla has delivered the Model Y, Cybertruck, Semi, and major autonomy advances while scaling its energy business.
The Roadster has taken a back seat, and the delays have been genuinely disappointing. Many longtime supporters have grown frustrated watching renderings and hearsay while other marques roll out ever-faster electric sports cars.
Yet, the Roadster program itself still sparks genuine excitement. It represents the purest expression of Tesla’s “accelerate the world’s transition to sustainable energy” mission—pushing performance boundaries to prove EVs can outperform anything with an engine.
The new branding, modest as it is, keeps that promise alive. It tells owners and prospective buyers that Tesla hasn’t forgotten the car that started it all.
No one would blame fans for wanting more than a logo right now. But in an industry where many concepts never leave the drawing board, the fact that Tesla continues to invest in and protect the Roadster’s identity is reason for measured optimism.
The wait has tested patience, but when the next-generation Roadster finally arrives, the new badge may well adorn one of the most exciting cars ever built. For those who have followed the journey this far, that payoff still feels worth it.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Tesla unveils mysterious prototype at Giga Texas: Is the Model Y L coming to America?
