GlobalData blog: How is Tesla’s pivot to robotics and AI likely to affect it going forward? Tesla has announced plans to wind down production of its Model S and Model X flagship models, with no successor programs confirmed, while retooling sections of its Fremont factory to support early production of its Optimus Gen 3 humanoid robot later this year.  The move marks the clearest signal yet that Tesla intends to diversify beyond its core vehicl...

News  Updated at: 2026/03/23

U.S. NHTSA widens Tesla FSD probe to 3.2 million vehicles On March 18, the National Highway Traffic Safety Administration (NHTSA) announced that it was widening an earlier probe to the examine the Full Self-Driving (FSD) feature in 3,203,754 vehicles in the U.S.  Affected models include 2016-2026 Models S and X, 2017-2026 Model 3, 2020-2026 Model Y, and 2023-2026 Cybertruck. The probe is moving from a preliminary evaluation launched in October 2...

News  Updated at: 2026/03/21

Tesla not taking steps toward driverless vehicle permits in California Tesla did nothing to secure autonomous driving approval in California in 2025, according to previously unreported state Department of Motor Vehicles (DMV) records and a state spokesperson.While CEO Elon Musk has repeatedly said Tesla is months away from launching a driverless robotaxi service in California, records show that the company has logged zero miles of autonomous test...

News  Updated at: 2026/03/05

Tesla rolls early production Cybercab off Gigafactory Texas assembly line On February 17, Tesla posted on X that it has rolled the first Cybercab off its assembly line at Gigafactory Texas. While this is officially the first “production” unit, continuous series production is not expected to start until April.  While Tesla has often talked about its new “Unboxed” assembly process for manufacturing the Cybercab, it is unknown at what stage...

News  Updated at: 2026/02/19

GlobalData blog: The ADAS endgame: Global outlook for Autonomous Vehicles Overall, the autonomous driving endgame is shaping up less like a sudden leap to fully driverless cars and more like a long, uneven climb. Autonomous driving has come a long way since Tesla debuted Autopilot on its Model S in 2014. Today, companies invested in Advanced Driver Assistance Systems (ADAS) are navigating a game of hardware costs, software maturity, and regulatio...

News  Updated at: 2026/01/19

Tesla gets five-week extension in U.S. probe of FSD traffic violations On January 15, the U.S. National Highway Traffic Safety Administration (NHTSA) granted Tesla a five-week extension to respond to an investigation into whether its vehicles violated traffic laws while its Full Self-Driving system was engaged. On December 3, 2025, the NHTSA opened yet another investigation into Tesla and its partially automated driver assist systems, asking for ...

News  Updated at: 2026/01/17

Rivian begins R2 manufacturing validation builds in Normal, Illinois On January 15, Rivian said it had completed the first R2 "manufacturing validation builds" at its plant in Normal, Illinois. These pre-production vehicles are used to test factory equipment and manufacturing processes to ensure the company is ready for mass production with minimal disruptions, whether it be software or build quality problems.  "A Manufacturing Validation Build ...

News  Updated at: 2026/01/17

VIDIA also said that it is working with robotaxi operators and aims to have its autonomous vehicle tech in fleets as soon as 2027 to achieve "Level 4," or true autonomous driving capabilities. Companies like Lucid, JLR, and Uber have shown interest Huang noted the difference between his company and Tesla, that rather than developing self-driving cars itself, NVIDIA supplies the full autonomous technology stack for other companies to use. He expla...

News  Updated at: 2026/01/08

GM reportedly considers ex-Aurora, Tesla Autopilot head Sterling Anderson as next CEO GM CEO Mary Barra is reportedly considering Sterling Anderson, the former head of Tesla Autopilot and co-founder of Aurora, as her potential successor at General Motors. According to a recent report, Barra is “gauging” Anderson for the top job by giving him a massive portfolio that serves as a trial by fire. Since joining in June 2025 as executive vice pre...

News  Updated at: 2025/12/20

BMW EVs can now charge at Tesla Superchargers in U.S. As of December 10, BMW owners in the U.S. officially get Tesla Supercharger access, though not all BMW EVs will be able to use the charging network. Nearly every BMW EV (i4, i5, i7 and iX) can charge at Tesla Superchargers with the Magic Dock. BMW EVs from model year 2022 can also charge at NACS Partner Tesla Supercharger stations using the BMW-approved Lectron Vortex Plus DC adapter once the...

News  Updated at: 2025/12/17

Perrone Robotics, US, files patent suits against seven OEMs over automated vehicle technology On November 26, Perrone Robotics, Inc. and Perrone Robotics Innovations, LLC (“Perrone Robotics”) announced that they have filed lawsuits asserting infringement of its patented automated vehicle and robotics technologies by seven major automakers: Tesla, Toyota, Volkswagen, Hyundai, Kia, Mazda, and Nissan. The complaints, filed in the U.S. District C...

News  Updated at: 2025/12/01

Tesla’s production of advanced AI5 chips for autonomy delayed until mid-2027 Tesla CEO Elon Musk has confirmed that the company’s AI5 self-driving computer will not reach volume production until mid-2027, approximately two years later than previously indicated timelines as the A15 chip that drives the hardware still remains in the design stage.  “Just wrapped up the AI5 Saturday chip design review a few hours ago. We’re starting to do so...

News  Updated at: 2025/11/25

VW announces access to Tesla Superchargers with NACS DC adapter in U.S. On November 12, Volkswagen of America announced that its ID.4 and ID. Buzz owners will be able to access the Tesla Supercharger network of 25,000 NACS Partner DC fast chargers, beginning November 18.  Customers must purchase a Volkswagen-approved NACS adapter to enable compatible VW EVs to charge using the North American Charging System (NACS) fast charger plug. NACS DC adap...

News  Updated at: 2025/11/13

Musk talks of mega AI chip fab, potential Intel partnership at Tesla shareholders meeting On November 6, Tesla CEO Elon Musk scored an important victory as shareholders at the annual meeting approved a USD 1 trillion pay package over the next decade, endorsing his vision of morphing the EV maker into ‍an AI and robotics giant. Musk said that Tesla probably will have to build "a gigantic chip fab" to make artificial intelligence chips. "Even whe...

News  Updated at: 2025/11/08

Tesla’s backup plan for Cybercab includes steering wheel, pedals In Tesla’s Q3 earnings call, CEO Elon Musk laid out plans to begin production soon on the driverless Cybercab, saying the company plans to build millions of these two-seat EVs at Gigafactory Texas starting in 2026, each priced under USD 30,000, that have no steering wheels and pedals. Tesla has now admitted it may have to fit the Cybercab with conventional controls if it wants t...

News  Updated at: 2025/11/01

Tesla shares details of its next-gen AI5 chip for vehicles, robots On October 22 during Tesla’s Q3 2025 earnings call, Tesla CEO Elon Musk revealed new details about the company’s next-generation AI5 chip, describing it as “an amazing design” that will be manufactured under a dual manufacturing strategy with both Samsung and TSMC, with production based entirely in the U.S. “By some metrics, the AI5 chip will be 40x better than the AI4 c...

News  Updated at: 2025/11/01

U.S. NHTSA opens new Tesla probe after more crashes involving FSD tech On October 7, the U.S. National Highway Traffic Safety Administration (NHTSA) opened yet another investigation into Tesla's so-called full-self driving technology after receiving 58 incident reports of Tesla vehicles violating traffic safety laws while operating in full self-driving mode.  In cases reported to regulators, the Tesla vehicles ran red lights or drove on the wron...

News  Updated at: 2025/10/10

Thai government - Tesla discuss cooperation on EV technology, Full Self-Driving, and sustainability On August 26, 2025, Thailand’s Minister of Transport met with Tesla to discuss cooperation on electric vehicle (EV) technology and autonomous driving systems (Full Self-Driving: FSD). The government emphasized its commitment to improving road safety and promoting greener, more efficient mobility. Key priorities include strengthening EV infrastruc...

News  Updated at: 2025/08/28

m.ai Inc. to co-develop advanced driver assistance systems for mass-market vehicles by 2027. The partnership builds on Honda’s equity investment in Helm.ai, where it has contributed at least USD 30 million since 2021. Helm.ai, founded in 2016, specializes in camera-based perception and simulation software and has raised over USD 100 million to date. Honda aims to deliver safe, affordable automated driving technologies globally, joining competit...

News  Updated at: 2025/08/21

Tesla to launch human-driven chauffeur service in Bay Area, California regulator says On July 25, the California Public Utilities Commission (CPUC) said that Tesla plans to offer a chauffeur-style service operated by human drivers to a limited number of people in the San Francisco Bay Area, contrary to media reports that the company would offer a robotaxi service as it does in Austin, Texas, where human safety monitors sit in the front passenger ...

News  Updated at: 2025/08/02