Semi Trucks
Tesla (Semi) logo

Tesla (Semi)

Explore Company

$TSLA

πŸ‡ΊπŸ‡Έ

Tesla Semi with 500-mile range; 50k/yr production capacity targeting Mar 2026 ramp.

Key Milestones

Nov 2017
Launch

Tesla Semi unveiled at Hawthorne CA by Elon Musk: claimed 500-mi range, 0-60 mph in 5s empty / 20s loaded with 80,000 lb load, four independent rear motors, $150K (300 mi) / $180K (500 mi) base, $200K Founders Series: production targeted 2019

Dec 2017
Partnership

PepsiCo orders 100, Walmart 30 (US+CA), UPS 125, Anheuser-Busch 40, Sysco 50, FedEx 20, JB Hunt and DHL also place pre-orders within weeks of reveal: totals push reservation book past 500 units before any production

Sep 2019
Milestone

First Tesla Semi prototypes begin hauling cargo between Gigafactory Nevada and Fremont in real production lanes, but volume launch slips from 2019 to 2020 to 2021 as 4680-cell supply and Reno expansion lag

Mar 2020
Paused

Tesla pushes Semi production from 2020 to 2021, citing need for additional 4680 battery cells before volume manufacture; pandemic supply-chain disruption compounds delay: pre-order book held at ~2,000 units

Jun 2020
Regulatory

California Air Resources Board adopts the Advanced Clean Trucks rule requiring rising ZEV truck-sales mandate from MY2024: central regulatory pillar that drives Class 8 ZEV ramps at Tesla, Daimler, Volvo, PACCAR and BYD across the next decade

Oct 2022
Milestone

Tesla announces successful 500-mi loaded test run from Fremont CA to San Diego with 81,000 lb GCW; production confirmed to start at Reno NV pilot line in Q4 2022: final pre-launch validation

Dec 2022
Commercial

First Tesla Semi customer deliveries to PepsiCo Dec 1 2022 (5 years late vs original 2019 target) at Gigafactory Nevada handover event: 15 trucks for Modesto/Sacramento Frito-Lay and PepsiCo bottling; 500-mile range, 70K lb GVWR target, three rear motors, 1,000+ kWh battery; pilot-line cadence well below 1,000 units/yr

Jan 2023
Expansion

First Tesla Megacharger sites commissioned at PepsiCo Modesto and Sacramento depots: 750 kW DC dispenser; proprietary connector pre-MCS; sites enable >300 mi back-to-back loaded runs

Sep 2023
Regulatory

DOE selects Tesla for $99M IIJA grant covering Reno-area Megacharger corridor (9 sites along I-5/I-80): first US federal grant supporting Tesla Semi infrastructure; cements Megacharger as primary Tesla HD charging path

Feb 2024
Expansion

Tesla breaks ground on dedicated high-volume Semi factory at Gigafactory Nevada: 50,000 units/yr nameplate capacity, $3.6B capex; line uses 4680 cells from on-site cell plant: pivotal step from pilot scale to mass production

Sep 2024
Partnership

Saia, Sysco, ArcBest, Costco and Frito-Lay added to validation fleet for 2025-26 deliveries; cumulative pre-orders >2,000 units: broadens Semi anchor customers beyond original PepsiCo / Walmart cohort

Jan 2025
Paused

Tesla Semi voluntary recall (NHTSA 25V-061): parking-brake software fix on early-production units (~36 trucks), minor but first NHTSA action against the Semi platform

Apr 2025
Milestone

Tesla guides volume Semi production targeted Q4 2025 / H1 2026 from new 50K/yr Reno line; cumulative pre-orders >2,000 units; Pilot Flying J Megacharger network agreement adds 50 truck-stop sites: turns 2026 into the year of Semi scale-out

Dec 2025
Expansion

Tesla commissions Semi high-volume Reno line; first dozens of trucks built off the new line in December; Pilot Flying J Megacharger network rollout begins at 8 truck-stop sites along I-80 / I-10

May 2026
Milestone

Tesla announces Semi Reno-line monthly cadence approaching 1,000 units; full ramp to 50K/yr targeted end-2026 / H1 2027; cumulative Semi deliveries pass 1,500 units: Tesla's first quarter of mass-market HD BEV scale

Ask Sterling

Register for a premium account to gain access to Sterling AI.

Get Started

Things you can ask Sterling:

Summarize Tesla's latest earnings reportWhy did NVIDIA's margins expand?Compare Apple vs Microsoft's cash flowWhat's driving the EV sector growth?
Semi Trucks - Tesla (Semi) | Sterling