Tesla's First Semi Vehicle Customer After Full Production Launch Is….Tesla? Tesla

Benzinga

Tesla confirmed its Semi truck will enter full-scale production in 2026, with Tesla itself as the first customer. The company plans to use the electric semis to replace gas-powered trucks in its supply chain before expanding deliveries to major partners like PepsiCo and Walmart.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:03Tesla said its semi-truck is on track for full-scale production in 2026,

00:07with Tesla itself confirmed as the first customer.

00:10During the company's third-quarter earnings report, segment head Dan Priestley said the

00:14company plans to use the electric semis to electrify its supply chain, including operations

00:19in Texas. The EV giant plans to use the semi in its own fleet to replace gas-powered trucks in

00:25its operations, according to Teslarati. Future deliveries to external customers like PepsiCo,

00:31Cisco, Anheuser-Busch, UPS, DHL, J.B. Hunt, and Walmart are expected to follow.

00:39The move aligns with Tesla's sustainability goals and mirrors a similar trend with the

00:43Cybertruck, as SpaceX and XAI have reportedly purchased hundreds to offset low retail demand.

00:48Tesla stock fell 1.3% to $439.62 on Tuesday, but remains up 15.9% year-to-date.

00:57For all things money, visit Benzinga.com.

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