Tesla Semi orders top 920 units

Tesla said on May 15 that major fleets have placed more than 920 orders for its Semi electric truck, a fresh demand marker for a program that has spent years in pilot production and limited customer deployments. (tesla.com) The company cited customers including Walmart, UPS and PepsiCo in a post on X and said the orders were worth more than $230 million. Publicly reported customer commitments cited across trade and media reports include about 130 units from Walmart, 125 from UPS and 100 from PepsiCo. (cleantrucking.com) Tesla’s update comes two weeks after it said the first Semi had rolled off a new high-volume production line in Nevada. (tesla.com) The company’s Semi webpage says deliveries start in 2026 and lists two versions of the truck, with estimated ranges of about 325 miles and 500 miles. Tesla’s first-quarter 2026 update said it had “further prepared lines” for the start of Semi production. ### Which fleets make up the order count Tesla is pointing to? Walmart, UPS and PepsiCo account for a large share of the public order book Tesla referenced. Walmart Canada raised its reservation to 130 trucks in 2020, according to Clean Trucking, while UPS announced an order for 125 trucks and PepsiCo placed an order for 100. (cleantrucking.com) WattEV added a 370-truck order this month, saying on May 5 that it had agreed to buy 370 Tesla Semis for deployment in California freight corridors, including more than 300 units tied to a Port of Oakland program. (tesla.com) That order alone accounts for roughly 40% of the more than 920 trucks Tesla cited on May 15. That percentage is a Reuters-style calculation based on Tesla’s total and WattEV’s announced order. ### How does that compare with what Tesla has actually delivered so far? PepsiCo was using 36 of the 100 Tesla Semis it ordered as of April 2024, according to Reuters reporting republished by MarketScreener and other outlets. (cleantrucking.com) InsideEVs, citing Reuters and historical data, said Tesla had built roughly 140 Semis by that point. UPS and Walmart had not received their full public orders as of 2024, according to trade reporting. Clean Trucking reported that UPS had not received a vehicle at that stage and said Walmart Canada remained Tesla’s biggest public Semi customer by unit count. (driveteslacanada.ca) ### What is Tesla promising on the truck itself? Tesla’s Semi webpage says the truck is charge-capable at up to 1.2 megawatts, consumes 1.7 kilowatt-hours per mile and offers an estimated 500-mile range in its long-range version. The site also lists a standard-range model at about 325 miles and says the truck can recover up to 60% of range in 30 minutes. (marketscreener.com) The same webpage says the truck is designed for an 82,000-pound gross combination weight and uses three independent motors on the rear axles. Tesla says operators may achieve lower fuel and maintenance costs than with diesel trucks, though the company does not list current pricing on the site. (cleantrucking.com) ### Why is the order value notable? Tesla’s estimate of more than $230 million for more than 920 trucks implies an average value of roughly $250,000 per truck. That figure is a simple division of Tesla’s stated total value by the stated order count. (tesla.com) For comparison, UPS said in 2017 that its 125-truck order was worth about $25 million, or around $200,000 per truck at the time. More recent trade reports have cited higher expected pricing for production vehicles, though Tesla has not published a current list price on its official Semi order page. (tesla.com) ### What happens next for the Semi program? April 29 was the date Tesla said the first Semi rolled off its new high-volume production line in Nevada, marking a shift from pilot builds toward broader manufacturing. The Semi webpage says deliveries start in 2026, and Tesla’s first-quarter filing said the company had been preparing production lines for that start. (finance.yahoo.com) WattEV said the first 50 trucks from its 370-unit order are due in 2026, with the full fleet expected to be operating by the end of 2027. Those deliveries, together with any shipments to Walmart, UPS and PepsiCo, will provide the next public test of whether Tesla can convert its order tally into fleet deployments. (electricityforum.com) (driveteslacanada.ca) (electrek.co)