Tesla Begins High-Volume Semi Production at Nevada Factory, Musk Says

EU regulators will discuss Tesla's Full Self-Driving (Supervised) system on October 6 but will not vote, according to a draft agenda. The Dutch regulator granted provisional approval in April, and seven member states have recognized it. Germany and France have raised safety concerns, particularly about speed limits. Tesla claims the system is 4.1 times safer than manual driving, but regulators are scrutinizing the data.

Tesla's insurance business expansion faced a setback as New York regulators rejected its proposal, citing concerns over VIN-based eligibility. Tesla's insurance entities generated $644.2M in direct written premiums in H1 2026, with California contributing $477.8M. The rejection highlights regulatory hurdles for Tesla's data-driven insurance model, which uses driving data from Tesla vehicles.

Tesla has begun delivering its Semi truck to commercial fleets after years of delays. The launch, targeted at fleet managers, focuses on reliability and cost savings. Tesla aims to compete in the $800 billion commercial vehicle market, where rivals like Ford and Rivian have already made inroads. The company highlights the Semi's integration with its Supercharger network, though questions remain about infrastructure scalability.

Tesla has begun delivering its Semi electric truck to initial customers, including PepsiCo and DHL, nine years after its unveiling. The company did not disclose pricing or production volume. A new alliance, ZET SCALE, ordered 2,500 Semis, with Tesla as the primary supplier. The Semi's range is 500 miles for the long-range version and 325 miles for the standard. Tesla's Semi production was delayed, with the first truck coming off the line in April 2024.

Tesla China extended discounts on Model 3 and Model Y through October, reducing the Model Y discount to 7,000 yuan. The offer includes financing perks and applies to new and test-drive vehicles. Tesla's China sales fell 12.4% year-over-year in August, with Model Y sales down 25.8%.

Tesla has started delivering its Semi electric truck to customers, including PepsiCo and DHL, nearly nine years after its unveiling. The company's Nevada plant has a capacity of 50,000 trucks annually, but no official pricing or production volumes were disclosed. Tesla's Semi is priced lower than competitors like Volvo Trucks, with two configurations offering ranges of 325 and 500 miles. The truck uses Tesla's 4680 battery cells and shares components with the Cybertruck.