Autonomy
Tesla details final Semi truck specs, pricing, fleet data ahead of 2026 mass production
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Tesla has confirmed final specifications for its Semi Class 8 electric truck, including Standard Range (325 miles, ~$260,000) and Long Range (500 miles, ~$290,000) variants with 1.7 kWh/mi efficiency. Following CEO Elon Musk's high-volume production announcement, the company revealed pricing via buyer outreach, fleet performance exceeding 4.6 million miles, and infrastructure expansion at its Nevada factory.
Tesla has launched another Autonomy Pop-Up event in Miami on April 29, 2026—the latest in its series of exhibitions showcasing autonomy tech and robotics. Featuring the Optimus humanoid robot, the event runs through May 3 with hands-on experiences available daily.
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Tesla's series of Autonomy Pop-Ups continues in Miami this Wednesday at Lummus Park, timed with the Official F1 Crypto.com Miami Grand Prix Fan Fest. Attendees can view Cybercab, meet Optimus, and buy merchandise on-site.
Tesla intends to cease production of its Model S and Model X vehicles and repurpose factory lines to manufacture Optimus humanoid robots. The company is redirecting California manufacturing capacity toward large-scale robotics and autonomy initiatives. This multi-year transition highlights a strategic shift in Tesla's use of facilities and resources.
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Tesla has disclosed that more than 1.1 million drivers worldwide are actively using its Full Self-Driving Supervised software, marking the first time the company has shared such adoption figures. This milestone, reported in the firm's Q4 2025 earnings, shows FSD penetration at about 12.4% of its global fleet of 8.9 million vehicles. The growth highlights accelerating subscriptions even as vehicle deliveries softened.
Tesla is scheduled to report Q4 2025 results on January 28, 2026, after market close, with a conference call at 5:30 p.m. ET. Amid a second year of falling vehicle deliveries, analysts expect $24.8 billion in revenue (slight YoY decline) and $0.45 EPS (down 40%), buoyed by record energy storage deployments. Focus shifts to AI initiatives like Robotaxi, Optimus, and Full Self-Driving amid EV headwinds.
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Building on CES 2026 announcements from Nvidia and Mobileye, Morgan Stanley analysts maintain Tesla holds a years-ahead position in autonomous driving, citing data and scale edges over rivals despite Nvidia's efficient tech for legacy automakers. This echoes Elon Musk's timeline for competitive pressure.
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