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Why are Tesla Superchargers Only for Long-distance Travel?

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Liquid-cooled Tesla Supercharger in Mountain View, CA

Liquid-cooled Tesla Supercharger in Mountain View, CA

Before going on vacation around July 4th holiday, PlugInsights sent a short survey to me with questions about Tesla supercharging procedures and also about recent comments by Elon Musk. About half way into the short survey, it delves into Elon Musk’s supercharging “overuse” comment regarding some daily Tesla commuters relying on the free charging stations in southern California.

My first thought, this again. Musk’s comments made some waves last month but why dredge this issue to the surface in the form of a survey from PlugInsights, a division of RECARGO.

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Is something afoot at Tesla? Why is the company worried enough to conduct a survey about this topic and especially Musk’s comments at the annual shareholders meeting. One question from the survey actually discusses the actual comments by Musk. “Before today, were you aware that Mr. Musk recently made these statements?”

Below are Musk’s comments at the recent annual shareholders meeting held in June:

(paraphrased via the survey)…”that superchargers are meant for free, long-distance travel” and “that drivers who aggressively use the network for local charging may receive an email reminder that it’s ‘cool to do this occasionally but it’s meant for a long-distance thing.’

So why did Elon Musk comment on this relatively small issue? Ashley Vance recent biography on Elon Musk points out that Musk usually doesn’t get involved in PR, unless an issue threatens one of his companies. So how could this threaten Tesla Motors? My speculation is the very real possibility of  battery capacity loss and drastically reduced range with multiple instances of DC fast-charging on a daily basis.

Could these patterns lead to drastically reduced battery packs ranges by year three or four of ownership and possibly lead to Tesla replacing a lot of battery packs, due to their warranty coverage?

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My speculation centers around 120 kW of DC energy flowing into the battery pack on a daily basis. Did Tesla test battery packs for multiple, daily DC-charging usage? Maybe not.

Musk mentioned at the annual shareholder meeting that fast charging was intended for destination traveling and implied it wasn’t for daily use by commuters.

The Idaho National laboratory conducted a study on DC fast-charging and its effects on battery packs some years ago and released findings in 2014. Using 2012 Nissan Leafs, the study compared the effects of different types of charging: level 2 charging (3.3 kW) and DC fast-charging (50 kW).

The study revealed after 40,000 miles of testing that there was little loss of initial capacity and that the DC-fast charging battery pack had only lost 3 percent more than the other Nissan Leaf using level 2 battery charging.

Survey on usage of Tesla Superchargers

Screenshot of PlugInsights survey to Model S owners

However, Tesla Superchargers are dishing out 120 kW DC versus the Idaho study of 50 kW, more than 2x the amount of electricity coming into battery pack. That’s a lot stress on the battery management system to keep heat levels down, plus these car owners are supercharging daily, maybe doing it twice a day?

Many automakers have said that DC fast charging is fine on the battery pack, as long as it’s not done excessively. It seems twice a day could be considered excessive and cause concern for Tesla execs. This could be leading up to some proviso with excessive supercharging and the battery pack warranty, hence the PlugInsights survey on usage and expectations.

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What about you, any other thoughts on why this is such an issue for Tesla?

** My other mild theory is Tesla’s rising electricity costs for owners employing supercharging only mode. The results of PlughInsights survey showed that 26% of Model S owners polled have used Tesla Superchargers as a free local alternative to home charging.

 

"Grant Gerke wears his Model S on his sleeve and has been writing about Tesla for the last five years on numerous media sites. He has a bias towards plug-in vehicles and also writes about manufacturing software for Automation World magazine in Chicago. Find him at Teslarati

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Elon Musk

Tesla confirms that work on Dojo 3 has officially resumed

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.

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(Credit: Tesla)

Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage. 

Tesla CEO Elon Musk confirmed the update in a recent post on X.

Tesla’s Dojo 3 initiative restarted

In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.

“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X. 

Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications. 

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Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.

Tesla’s AI roadmap

Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures. 

He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk wrote at the time.

Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected. 

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Elon Musk

Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online

Elon Musk shared his update in a recent post on social media platform X.

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Credit: xAI

xAI has brought its Colossus 2 supercomputer online, making it the first gigawatt-scale AI training cluster in the world, and it’s about to get even bigger in a few months.

Elon Musk shared his update in a recent post on social media platform X.

Colossus 2 goes live

The Colossus 2 supercomputer, together with its predecessor, Colossus 1, are used by xAI to primarily train and refine the company’s Grok large language model. In a post on X, Musk stated that Colossus 2 is already operational, making it the first gigawatt training cluster in the world. 

But what’s even more remarkable is that it would be upgraded to 1.5 GW of power in April. Even in its current iteration, however, the Colossus 2 supercomputer already exceeds the peak demand of San Francisco.  

Commentary from users of the social media platform highlighted the speed of execution behind the project. Colossus 1 went from site preparation to full operation in 122 days, while Colossus 2 went live by crossing the 1-GW barrier and is targeting a total capacity of roughly 2 GW. This far exceeds the speed of xAI’s primary rivals.

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Funding fuels rapid expansion

xAI’s Colossus 2 launch follows xAI’s recently closed, upsized $20 billion Series E funding round, which exceeded its initial $15 billion target. The company said the capital will be used to accelerate infrastructure scaling and AI product development.

The round attracted a broad group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic partners NVIDIA and Cisco also continued their support, helping xAI build what it describes as the world’s largest GPU clusters.

xAI said the funding will accelerate its infrastructure buildout, enable rapid deployment of AI products to billions of users, and support research tied to its mission of understanding the universe. The company noted that its Colossus 1 and 2 systems now represent more than one million H100 GPU equivalents, alongside recent releases including the Grok 4 series, Grok Voice, and Grok Imagine. Training is also already underway for its next flagship model, Grok 5.

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Elon Musk

Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence

The Tesla CEO shared his recent insights in a post on social media platform X.

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Credit: Tesla

Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk. 

The Tesla CEO shared his recent insights in a post on social media platform X.

Musk details AI chip roadmap

In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle. 

He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.

Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.

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AI5 manufacturing takes shape

Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.

Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.

Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.

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