This is our first factory built for Semi. – 50,000 units/year – Every variant built on the same production line (Standard, Long Range, European spec) – 1.8M sq ft

Semi is here Today, we're launching high volume production

Semi Factory introduces many firsts: – First powder coated Class 8 truck – Highest weight-capacity EMS conveyance in vehicle manufacturing, with 39 frames-in-white fully assembled – One of our most automated battery lines to date! Most truck plants just assemble – we make the stampings, batteries, drive axles, HV distribution, cooling modules & seats in house. Raw material in, trucks out Vertical integration is the only real way to bring cost down

Over the last 4 years, we redesigned Semi for true volume It's more efficient, more manufacturable & more reliable Moving from 2170 to our in-house 4680 cells means less battery mass & fewer kWh with no compromise on range, enabling lower cost

A much better drivetrain: – Steel-caged rotor instead of carbon fiber: cheaper, more reliable, more efficient – Bar-wound stator shared with @Cybertruck: proven design that we build at volume already, lowering cost This enables improved operational range across environmental conditions, terrain & payload

The best part is no part – Semi is the first heavy-duty truck with electric steering, eliminating hydraulic compressors & fluids (which leak & require service) It's lighter, quieter, more precise & redundant by design This also lays the groundwork for future autonomy

Megamanifold is our next gen heat pump that runs cabin HVAC & all powertrain heating & cooling at once. Unlike diesel trucks where heat generated by the engine is lost, Semi can draw excess heat from the powertrain to keep the driver comfortable

This thermal system is also shared with Cybercab – one thermal system for both our most efficient vehicle & our biggest vehicle

Semi drives like a Tesla Acoustic glass for a quiet cabin, a roll-down window & a cabin you can stand up in, with visibility you don't get in a diesel To make drivers' jobs easier, we've automated parts of the pre-trip inspection & can provide electronic logs when those checks were completed

Semi requires almost no maintenance For 2026, our year-to-date uptime was >98%

On a Megacharger, you can regain up to 60% of range back in 30 minutes Megachargers are deployed along major freight routes

The economic case for Semi is clear

Deliveries start now – thank you to our customers! We'll be our own customer, too: you'll see Semis hauling Tesla freight

First factory? Hmm does that mean one is coming to Europe too?

Incredible. We need RVs next!

Will be sold out for years. Here’s the competition..

One line for every variant at 50,000 a year is how you get real unit cost without standing up three separate plants

“Our first factory built for Semi” = many Semi factories on the way.

What! That’s insane!

🤙🏼

The machine that builds the beast 🔥

First?? Godspeed!

The automation is spectacular.

At this rate, It would take 20 years to replace all diesel trucks 😭

Unreal! Join us

50k of 250k sold per year. A BIG rock in a small pond.

50,000 Semis a year from a purpose-built 1.8M sq ft factory is serious scale. One line, multiple variants, built for mass production Tesla is thinking far beyond the launch.

First of many?

One line for every spec including Euro that’s the manufacturing decision that actually scales freight off diesel.

Teslas are excellent cars! However, owners and drivers shouldn't let their guard down: wheel design remains the same as it was 140 years ago, meaning maintenance requirements haven't changed either. A solution exists. Now the ball is in Tesla's court...

@grok wants the current production rate?

The factory tour has strong spreadsheet energy.

50,000 a year on one line? That’s not a factory, it’s a Semi spawn point 😂 Which spec are we seeing first on the road?

50k is installed capacity, not a 2026 delivery guide. line has been running since April. analysts were at ~5-15k this year before tonight, with 5k called a win. that's the number to watch, not the plaque on the building

So this is why gas is so high and truckers are losing their jobs? - Noted.

That is the best timing .... with current diesel price these semi will pay for themself!