Lars Moravy, Tesla's VP of vehicle engineering, announced that construction has begun on a dedicated Semi factory in Reno, Nevada, with the first vehicles expected by late 2025 and customer deliveries starting in 2026.

In response to rising demand, Tesla plans to increase Semi production by optimizing manufacturing processes while maintaining quality standards, with deliveries expected to extend beyond initial partners.

The engineering of the Semi is being finalized to support cost-effective, high-volume production, utilizing insights gained from the pilot fleet, particularly feedback from early adopter PepsiCo.

Tesla confirmed that the Semi is currently in use for real-world operations, with PepsiCo reporting impressive efficiency and reliability from the vehicle.

To support the Semi's operations, the company is advancing the development of Megachargers, high-power charging solutions designed to minimize downtime during fleet operations.

Tesla remains committed to enhancing the Semi's capabilities, focusing on improvements in vehicle range, efficiency, and integration with its broader ecosystem to transform freight transportation.

During Tesla's recent Q1 2025 earnings call, the company shared significant updates on the Tesla Semi, highlighting its operational performance and future plans.