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VW prepares to spend first $300M of $2B on EV charging infrastructure project
Volkswagen will designate $300 million by 2019 to establish a network of more than 450 electric vehicle charging stations in 11 U.S. major metropolitan areas and along high traffic highways. The announcement came this week through Volkswagen’s new wholly owned subsidiary called Electrify America, which will support increased use of zero emissions vehicles (ZEVs) in the U.S.
The initiative is part of the Federal Trade Commission agreement with Volkswagen to compensate for “Dieselgate,” the systematic and willful deceit of U.S. emissions regulators through special software in Volkswagen’s diesel vehicles. Electrify America is a product of Volkswagen’s 2016 court settlement with the California Air Resources Board and the U.S. EPA. We recently reported that the VW emissions scandal has given life to a new generation of electric vehicle start ups like Rivian Automotive. The Illinois-based electric car company has leased land to a logistics company that’s using the space as a temporary holding area for the Dieselgate VWs. Teslarati commissioned a videographer to capture drone shots showing roughly 14,000 affected cars waiting to be disposed of as a result of the scandal.
Thousands of VW Diesels being Stored at Rivian Factory, Photo: Jim Finch for Teslarati
Electrify America will support and promote greater availability of customer-friendly infrastructure in areas with high demand for ZEVs. With hundreds of stations with non-proprietary chargers across the U.S., Electrify America‘s first National ZEV investment cycle will make it easier and faster for millions of Americans to charge their electric vehicles while also “encouraging more drivers to explore and embrace electric driving.”
Electrify America‘s first stage plans
Electrify America has released information through a press release and website that it will establish a network of 2,500+ non-proprietary electric vehicle chargers at more than 450 station sites.
- Approximately 240 charging station sites will be installed or under development outside of California by the end of the first cycle.
- These sites will be located along high-traffic corridors between metropolitan areas, including multiple cross country routes.
- They will include between four and ten 150 kW and 320 kW individual DC fast chargers at each location.
- Charging sites will be present in 39 U.S. states.
- They will be built along corridors with a high correlation with the EV Charging Corridors recently designated by the Federal government.
- Sites will be, on average, about 66 miles apart, with no more than 120 miles between stations.
Comparisons to Tesla’s Supercharger network
The extent and speed of Electrify America‘s planned installation schedule roughly parallels the early years of Tesla’s DC Supercharger network in the U.S., which began in late 2012.
The new Electrify America chargers will be non-proprietary. Tesla vehicles use a proprietary plug design, although the company sells compatible adapters. Tesla’s DC CHAdeMO adapter is limited to 50 kilowatts of power.
With proposed charging power set at 320 kilowatts, the Electrify America network would be the first high power contender, at scale, to the Tesla Supercharger network. Tesla is the only EV manufacturer right now capable of charging vehicles at up to 120 kW, which equates to about 170 miles of range in as little as 30 minutes. Tesla has built a fast DC Supercharger network that supports maximum theoretical charging rates of up to 145 kilowatts, according to the company’s website.
The Electrify America network will provide 2500+ chargers at more than 450 stations. At this writing, Tesla Superchargers are at over 2,200 charging stalls at 350 locations across the U.S.
The proximity of Electrify America‘s chargers along frequently traveled corridors means that many shorter range ZEVs available today will be able to use this network. Most Tesla sites are located along highways away from large metropolitan areas and are primarily intended for use by travelers on long-distance trips.
It seems likely that the Electrify America chargers will be located in existing public infrastructure like rest stops. Tesla has a growing network of Destination Charging Partners with dedicated Tesla Wall Connectors at their properties. The company’s website describes how these are primarily destinations where a Tesla owner would stay for several hours at a time, such as ski resorts, restaurants, hotels and others. They are safe, well-lit, and infuse a feeling of security when Tesla owners need to recharge their vehicles.
Electrify America stations will be designed to support many existing and anticipated charging technology needs, including evolving industry standards like the Combined Charging Standard (CCS) and the Open Charge Point Protocol. Last year, Tesla joined the European CharIN consortium that is leading the development of CCS.
Tesla reminds its owners that there are many factors that affect the actual charge rate, including ambient temperature, utility grid restrictions, and charging traffic. Tesla constantly incorporates owner feedback into its maintenance and research and development efforts, offering a distinct consumer experience for Tesla owners who use its Superchargers.
News
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
The port is located in the rear of the vehicle and features a manual door and latch for plug-in, and the video shows an employee connecting to a Tesla Supercharger.
Tesla Cybercab units are being tested publicly on roads throughout various areas of the United States, and a recent sighting of the vehicle’s charging port has certainly stimulated some discussions throughout the community.
The Cybercab is geared toward being a fully-autonomous vehicle, void of a steering wheel or pedals, only operating with the use of the Full Self-Driving suite. Everything from the driving itself to the charging to the cleaning is intended to be operated autonomously.
But a recent sighting of the vehicle has incited some speculation as to whether the vehicle might have some manual features, which would make sense, but let’s take a look:
🚨 Tesla Cybercab charging port is in the rear of the vehicle!
Here’s a great look at plugging it in!!
— TESLARATI (@Teslarati) January 29, 2026
The port is located in the rear of the vehicle and features a manual door and latch for plug-in, and the video shows an employee connecting to a Tesla Supercharger.
Now, it is important to remember these are prototype vehicles, and not the final product. Additionally, Tesla has said it plans to introduce wireless induction charging in the future, but it is not currently available, so these units need to have some ability to charge.
However, there are some arguments for a charging system like this, especially as the operation of the Cybercab begins after production starts, which is scheduled for April.
Wireless for Operation, Wired for Downtime
It seems ideal to use induction charging when the Cybercab is in operation. As it is for most Tesla owners taking roadtrips, Supercharging stops are only a few minutes long for the most part.
The Cybercab would benefit from more frequent Supercharging stops in between rides while it is operating a ride-sharing program.
Tesla wireless charging patent revealed ahead of Robotaxi unveiling event
However, when the vehicle rolls back to its hub for cleaning and maintenance, standard charging, where it is plugged into a charger of some kind, seems more ideal.
In the 45-minutes that the car is being cleaned and is having maintenance, it could be fully charged and ready for another full shift of rides, grabbing a few miles of range with induction charging when it’s out and about.
Induction Charging Challenges
Induction charging is still something that presents many challenges for companies that use it for anything, including things as trivial as charging cell phones.
While it is convenient, a lot of the charge is lost during heat transfer, which is something that is common with wireless charging solutions. Even in Teslas, the wireless charging mat present in its vehicles has been a common complaint among owners, so much so that the company recently included a feature to turn them off.
Production Timing and Potential Challenges
With Tesla planning to begin Cybercab production in April, the real challenge with the induction charging is whether the company can develop an effective wireless apparatus in that short time frame.
It has been in development for several years, but solving the issue with heat and energy loss is something that is not an easy task.
In the short-term, Tesla could utilize this port for normal Supercharging operation on the Cybercab. Eventually, it could be phased out as induction charging proves to be a more effective and convenient option.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
