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Articles · 36
Sunrun, Tesla, Renew Home form 16 GW distributed power plant
Sunrun, Tesla, and Renew Home will aggregate more than 16 GW of home batteries and smart devices into the largest U.S. distributed power plant, targeting data center demand driven by AI. Sunrun shares rose as much as 26 percent on the news as investors anticipate recurring revenue.
NatPower taps Tesla Megapacks for 25 GWh storage push across Italy and Britain
NatPower has partnered with Tesla on a multiyear project to install 25 GWh of Megapack battery storage in Italy and Britain as the first phase of an initiative that could reach beyond 100 GWh and generate up to $15 billion in revenue over 20 years.
Rivian Confirms June 9 Launch for R2 with Orders, Demos and Deliveries
Rivian confirms the R2 launches on June 9 with order invitations, demo drives at its Spaces and initial customer deliveries all beginning that day. The concurrent approach seeks to avoid criticism from the R1 rollout as the company shifts toward mass-market EVs.
Meta Taps Tesla for 365 MW Wyoming Solar and Battery Project
Meta has partnered with Enbridge on the first phase of the Cowboy Project, a 365 MW solar farm and 200 MW/1,600 MWh Tesla battery system near Cheyenne, Wyoming, to supply its data centers. The initiative supports Meta's renewable energy commitments while addressing grid reliability challenges from AI-driven data center demand growth.
Tesla Delivers Final Model S and Model X at Fremont Send-Off
Tesla held an emotional final delivery event at its Fremont factory for the last 250 Signature Model S and Model X vehicles, closing 14 and 11 years of production respectively. The move frees lines for Optimus robots while honoring the models’ role in advancing EVs and their technical firsts.
Tesla Remotely Diagnoses Cybertruck PCS Failures, Offers Free Supercharging
Tesla now runs remote diagnostics targeting failing Power Conversion Systems in early Cybertrucks and supplies free Supercharging while backordered parts for AC charging repairs remain delayed. The effort mitigates inconvenience from rising PCS failures that prevent home charging.
Tesla Launches Full Self-Driving in China After Years of Delays
Tesla announced that its Full Self-Driving supervised system is now available in China after years of regulatory delays, confirming the news in an X post that listed the country among 10 markets. The launch arrives as Chinese EV makers have already rolled out their own self-driving technologies and Tesla ranked fourth in local sales during April.
Tesla Relaxes Driver Monitoring With FSD v14.3.3
Tesla has relaxed its vision-based driver monitoring requirements in FSD v14.3.3, allowing up to a minute of leeway in some conditions while confirming the change via Elon Musk. The update maintains stricter rules in low-confidence scenarios and Mad Max mode as a step toward unsupervised autonomy.
SpaceX Targets May 20 Launch for Starship V3 Debut
SpaceX is targeting May 20 for the debut launch of Starship V3 from its new Pad 2 at Starbase. The upgraded vehicle triples payload capacity to more than 100 metric tons, enables scaled in-orbit refueling for NASA Artemis lunar missions, and advances Musk's Mars settlement plans tied to a potential $7.5 trillion valuation.
Tesla Releases Unredacted Reports for 19 Robotaxi Incidents
Tesla has replaced a year of boilerplate redactions with complete narratives for 19 test-fleet incidents in Austin. The unredacted NHTSA filings show that nearly all events were low-speed, no-fault contacts involving human drivers, occurred under monitor supervision, and produced only two minor injuries.
Tesla Hikes Select Model Y Prices for First Time in Two Years
Tesla has raised prices on mid- and high-end Model Y trims for the first time in two years, with increases of $500 to $1,000 plus new paint options. The adjustments follow recent Cybertruck lease hikes, coincide with fresh safety honors, and may clear space for the upcoming three-row Model Y L.
Tesla Invests $250M to Double 4680 Capacity at Giga Berlin
Tesla revealed a $250 million investment at Giga Berlin that doubles 4680 cell capacity to 18 GWh per year and adds more than 1,500 jobs. The project advances full vertical integration while supporting higher Model Y volumes and overcoming earlier regulatory obstacles in Germany.
SpaceX and Tesla File for $119B TERAFAB Facility in Texas
SpaceX and Tesla filed notice in Grimes County, Texas for TERAFAB, a joint semiconductor and computing facility projected to cost $119 billion overall with $55 billion required in early phases. The plant would manufacture custom silicon for Tesla's FSD and Optimus programs plus SpaceX orbital datacenters, using Intel's 14A process at a site near Gibbons Creek Reservoir that could scale to terawatt computing output; Musk noted on May 6, 2026 it is one of multiple locations under review as the county considers tax abatements.
FCC Approves EchoStar Spectrum Deal for SpaceX Starlink Direct-to-Device
The FCC has approved SpaceX's acquisition of 65 MHz of spectrum from EchoStar plus regulatory waivers, enabling commercial Starlink direct-to-device service on unmodified phones. This step provides the contiguous spectrum and network integration needed for reliable coverage beyond cell tower reach.
Tesla Updates China Manuals for FSD v14 as Assisted Driving
Tesla updated Model 3 and Model Y owner's manuals in China to reference FSD v14 rebranded as Tesla Assisted Driving, with speed profiles and other features. The changes follow a brief v13 test and local data center setup, suggesting an imminent rollout under new rules.
WattEV Orders 370 Tesla Semis in $100M Deal
WattEV has placed Tesla's largest public order for 370 Semis in a deal valued at approximately $100 million that includes dedicated Megawatt Charging hubs along California freight corridors. The full-service leasing model lowers adoption barriers for smaller operators at the Port of Oakland and other key sites.
Elon Musk Absorbs xAI into SpaceX as SpaceXAI Division
Elon Musk stated on X that xAI will no longer exist as a standalone company after full absorption into SpaceX, where it will run as the SpaceXAI division overseeing X, Grok and all AI products. The final restructuring step integrates artificial intelligence throughout multiple organizations to support space-based data centers while uniting hardware and software for faster development.
Tesla Launches £199 Monthly Renewable Energy Bundle in UK
Tesla now provides a UK Renewable Energy Bundle featuring eight solar panels and a Powerwall 3 for £199 monthly, available to existing owners on four-year zero-interest terms after a £1,747 deposit. A £494 package also bundles in a Model 3 as the company extends its US lease strategy to cut upfront costs.
CARB Filing Reveals Tesla Semi Battery Capacities
A CARB filing discloses that the Tesla Semi Long Range deploys an 822 kWh pack and the Standard Range a 548 kWh pack, both using NMCA 4680 Cybercells capable of 1.2 MW charging. The data confirms efficiency of 1.64 kWh per mile at 82,000 lb gross weight—well below the 2 kWh target—supporting competitive commercial duty cycles versus diesel trucks.
Elon Musk Visits Intel Oregon Fab This Week
Elon Musk visited Intel's Oregon fab this week and posed with CEO Lip-Bu Tan while holding a Tesla Optimus head. The trip follows Intel's partnership in Musk's Terafab project for advanced AI chip production.
Tesla Model Y First to Pass NHTSA's New ADAS Safety Tests
The 2026 Tesla Model Y became the first vehicle to pass NHTSA's new ADAS tests in four categories including pedestrian emergency braking and blind spot intervention. The result adds to the model's existing 5-star rating and comes amid separate ongoing NHTSA reviews of Tesla's Full Self-Driving software.
Dutch RDW Approves Tesla FSD, Pushes EU Rollout
The Dutch RDW has approved Tesla FSD after 18 months of review and seeks EU-wide adoption. The move could reach 450 million customers and aid Musk's massive comp package but draws skepticism from Sweden and Finland over safety and naming.
Tesla Unveils 125 kW Basecharger for Semi Trucks
Tesla has unveiled the Basecharger, a 125 kW charging station designed for the Tesla Semi electric truck used by freight companies. The depot-based system supports overnight charging with features that reduce installation costs and simplify setup for commercial operators.
Tesla discloses $573M in Musk empire transactions
Tesla's amended 10-K/A filing discloses $573 million in revenue from SpaceX and xAI, plus expenses to other Musk companies. The SEC submission offers the clearest view yet of transactions across Musk's corporate empire.
Tesla Semi Rolls Off High-Volume Line at Nevada
Tesla produces the first Semi truck from its high-volume production line at Gigafactory Nevada. The milestone follows years of delays and design refinements for the 2017-unveiled electric truck.
Tesla Plans FSD V14 Lite Expansion for HW3 Owners
Tesla plans to roll out FSD V14 Lite internationally for HW3 vehicles after the US launch. The move delivers core autonomy improvements to older hardware and signals ongoing support despite hardware limitations.
Nio Onvo L80 Launches at $36K, Undercuts Tesla Model Y in China
Nio's Onvo launches the L80 five-seat EV SUV in China starting at 245,800 yuan (~$36,020), undercutting Tesla's Model Y. Pre-orders open now with deliveries from May 15, intensifying competition in the world's largest EV market.
Tesla Files to Register Musk's $114B Pay Shares
Tesla filed an S-8 with the SEC to register over 303 million shares for Elon Musk's 2018 pay package, now worth $114 billion. The move ends a multi-year legal battle after courts restored the record compensation award.
Tesla launches Robotaxi app on Android nearly a year after iOS
Tesla releases its Robotaxi app on the Google Play Store for Android users. The launch follows the iOS version by nearly a year and coincides with service expansion to new Texas cities.
Tesla Launches Virtual Queue for Superchargers
Tesla introduces a Virtual Queue in its app for managing lines at full Superchargers. The feature notifies drivers of their position to prevent disputes over charging order.
Tesla Brings Back 1-Year Free Supercharging for Model 3 Premium
Tesla adds one year of free Supercharging to new Model 3 Premium and Performance orders in North America. The move revives a sales-boosting incentive while highlighting pricing differences for non-Tesla EVs on its network.
Tesla Targets 10M Optimus Robots Yearly at Texas Factory
Tesla confirms Optimus pilot production at Fremont targeting 1M units yearly and plans a 10M-unit Texas factory with 5.2M sq ft by 2026. The expansion leverages Texas advantages and supports robotics at massive scale.
Tesla Q1 2026 Net Income Reaches $477M on 16% Revenue Jump
Tesla reports $477 million net income for Q1 2026 with 16 percent revenue growth to $22.4 billion. The results highlight gains in automotive and services amid FSD subscription growth and Optimus robot production plans.
Tesla Expands Robotaxi to Dallas and Houston
Tesla launches its Robotaxi service in Dallas and Houston, expanding beyond Austin and San Francisco with small geofenced areas. The move tests scalability of the autonomous ride-hailing service in new markets.
Tesla's Safety Score 3.0 Awards FSD Miles Perfect 100
Tesla's Safety Score 3.0 gives Full Self-Driving (Supervised) miles a perfect 100, boosting insurance scores and cutting premiums for new policies in six states. The update directly incentivizes FSD use with financial rewards based on Tesla's internal driving data.
Tesla Rolls Out Spring Update 2026 with Hey Grok, FSD App
Tesla deploys Spring Update 2026 with over a dozen features, including voice-activated Grok and a redesigned Self-Driving app for HW4 vehicles. The update introduces one-tap FSD subscriptions at $99.99/month and gamified stats to encourage uptake.
From the feed · 8
Tesla filed plans for a $10.1 billion vertically integrated solar cell plant in Fort Bend County, Texas. Construction is targeted to begin this year and finish in 2028.
500 MWh of Tesla Megapack storage just went live in Texas at Ørsted’s Old 300 project. The 250 MW system is now supporting the state grid.
California’s updated EV incentive program offers a $3,500 rebate for qualifying new and used vehicles. Certain Tesla models meet the eligibility rules under the fresh details.
5 MWh Megapack 3 units are now in production at Tesla's Texas site, the company's third Megafactory. • 86,000 lbs weight • 28-foot enclosure for global shipping • Optimized for up to 8-hour duration
Ørsted has commissioned 500 MWh of Tesla BESS at the Old 300 project in Needville, Texas, now operating on the ERCOT grid. Battery storage is supplying power during tight supply margins, the company said.
EVgo has started constructing licensed V4 Superchargers that appear in the Tesla navigation app and include both NACS and CCS1 plugs.
EVgo will add Tesla Superchargers to its metropolitan network under its own branding. The sites will appear in Tesla in-car navigation for automatic driver routing.