{"id":"52abd2a8-ea3d-4949-bf57-27d02532920a","modelId":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","versionId":null,"locationId":"615dd675-0877-4ad8-8a92-a98e6bda9f21","operatorId":"fea2809b-1e5e-45ba-8b3d-5572f9c55d0e","ownerId":null,"slug":"tesla-semi-walmart-canada","status":"operational","firstSeen":"2022-12-01T00:00:00.000Z","statusChangeReason":null,"sourceQualityTier":null,"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://electrek.co/2022/12/01/tesla-semi-deliveries-pepsico-walmart-canada/","label":"Electrek: Tesla Semi first deliveries — PepsiCo, Walmart Canada, Dec 2022"},{"url":"https://www.reuters.com/business/autos-transportation/tesla-starts-delivering-semi-truck-pepsi-2022-12-01/","label":"Reuters: Tesla begins Semi deliveries to PepsiCo, Walmart Canada, Dec 2022"}],"notes":null,"keyFacts":[],"reviewNote":null,"exposureHours":null,"exposureBasis":null,"customerSegment":null,"scaleTier":null,"contractValueUsd":null,"contractValueBasis":null,"customerCompanyId":null,"customerExternalName":null,"createdAt":"2026-06-11T02:15:23.062Z","updatedAt":"2026-06-12T00:13:52.155Z","model":{"id":"82914cf0-1c5a-490a-bff0-bae98ac89bb3","companyId":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","modelName":"Semi","slug":"tesla-semi","description":"The Tesla Semi is a Class 8 battery-electric heavy-duty truck (325-mile and 500-mile range variants), unveiled in November 2017 with first deliveries to PepsiCo on December 1 2022. The registry records it at commercial maturity on the strength of PepsiCo's sustained, multi-site, multi-year fleet operation (Sacramento beverage and Modesto Frito-Lay), with additional independent pilots at ArcBest/ABF and DHL (first delivery December 2025). Critically, the Tesla Semi is a human-driven electric truck: every deployed unit runs with a driver, Tesla has made no Level 4 claim, and it removed Autopilot/FSD references from the Semi's marketing. Full autonomy is a roadmap claim only, so the registry does not wire the Semi to Tesla's FSD stack. Volume production at the dedicated Giga Nevada Semi factory is targeted for 2026 (a repeatedly-slipped Tesla target); production is still ramping. 2017-era pricing of $150k-$180k is a stale projection.","formFactor":"truck","maturityStage":"commercial","lifecycleState":"active","supersededByModelId":null,"specs":{"notes":[{"label":"Verified (electric-truck reality)","value":"A Class 8 battery-electric truck (325 + 500 mi variants), unveiled Nov 2017, first delivered to PepsiCo Dec 1 2022. PepsiCo runs a sustained multi-site fleet (Sacramento beverage + Modesto Frito-Lay); independent pilots with ArcBest/ABF and DHL (Dec 2025). All deployed units are HUMAN-DRIVEN."},{"label":"Stated-claim","value":"Volume production targeted 2026 at the dedicated Giga Nevada Semi factory (~50k/yr capacity) - repeatedly slipped (2019 -> 2022 low-rate -> 2025 -> 2026). 2017 pricing of $150k (300mi) / $180k (500mi) is a stale projection. Production is still ramping (pilot/low-rate)."},{"label":"Claimed / roadmap (NOT verified)","value":"Any autonomous/self-driving capability. The Semi is an electric truck, not an autonomous one: no enabled L4, no Tesla autonomy claim, FSD references removed from marketing. Recorded NOT wired to the tesla-fsd-bot brain (autonomy unverified)."},{"label":"Tesla family","value":"form_factor=truck; cohorts with autonomous-trucking AVs (Aurora, Kodiak, Bot Auto). Completes the Tesla physical-AI family alongside tesla-optimus, tesla-robotaxi, tesla-cybercab, and the tesla-fsd-bot brain - though the Semi's tie to FSD is roadmap, not realized."}],"range":"325-mile and 500-mile range variants (~500 mi headline)","autonomy":"human-driven today; autonomy is a roadmap claim only (no enabled/verified L4; Tesla removed FSD/Autopilot references from Semi marketing)","drivetrain":"battery-electric; ~500 mi at 80,000 lb; Megacharger / 750kW charging","formFactor":"truck (Class 8 battery-electric heavy-duty truck)"},"manufacturerSerial":null,"reviewStatus":"reviewed","sources":[{"url":"https://www.cnbc.com/2017/11/16/tesla-semi-truck-has-a-500-mile-range-ceo-elon-musk-reveals.html","title":"Tesla Semi unveiled (Nov 2017; 500-mile range variant)","sourceName":"CNBC"},{"url":"https://techcrunch.com/2022/12/01/tesla-reveals-long-awaited-semi-truck-and-begins-first-deliveries/","title":"Tesla begins first Semi deliveries to PepsiCo (Dec 1 2022, Giga Nevada)","sourceName":"TechCrunch"},{"url":"https://insideevs.com/news/661934/pepsico-fleet-tesla-semi-sacramento/","title":"PepsiCo Tesla Semi fleet (Sacramento beverage + Modesto Frito-Lay; route ranges)","sourceName":"InsideEVs"},{"url":"https://www.pepsico.com/en/newsroom/stories/2023/go-behind-the-wheel-with-pepsicos-first-tesla-semi-driver","title":"PepsiCo's first Tesla Semi DRIVER (human-driven; primary-customer confirmation)","sourceName":"PepsiCo (official)"},{"url":"https://www.ttnews.com/articles/tesla-semi-arcbest-pilot","title":"ArcBest/ABF Tesla Semi pilot (4,494 mi; human-driven fleet trial)","sourceName":"Transport Topics"},{"url":"https://electrek.co/2025/12/08/dhl-takes-tesla-semi-electric-truck/","title":"DHL Supply Chain takes first Tesla Semi (Dec 2025; customer base expanding)","sourceName":"Electrek"},{"url":"https://electrek.co/2025/04/28/tesla-gives-update-semi-factory-on-track-volume-production-2026/","title":"Tesla Semi factory update: volume production targeted 2026 (~50k/yr capacity)","sourceName":"Electrek"},{"url":"https://www.sec.gov/Archives/edgar/data/0001318605/000162828026026551/exhibit991.htm","title":"Tesla Q1 2026 SEC 8-K (Semi production ramp at dedicated Nevada factory)","sourceName":"SEC EDGAR (Tesla)"},{"url":"https://electrek.co/2022/12/03/tesla-semi-no-word-equipped-autopilot-full-self-driving/","title":"Tesla said nothing about Autopilot/FSD at Semi launch; refs removed (no L4 claim)","sourceName":"Electrek"}],"aliases":["Tesla Semi","Tesla Semi Truck"],"collisionRisk":"low","reviewNote":null,"manufacturerTermForTeleop":null,"createdAt":"2026-06-03T17:24:54.987Z","updatedAt":"2026-06-03T17:24:54.987Z","company":{"id":"bde7c8a1-5d35-449d-93b0-2ac8e4601c16","name":"Tesla","slug":"tesla","description":"Electric-vehicle and AI company (NASDAQ: TSLA), founded 2003 and headquartered in Austin, Texas, with a physical-AI program spanning three robotics fronts: a [robotaxi ride-hailing service](/models/tesla-robotaxi), the [Optimus](/models/tesla-optimus) humanoid robot, and the forthcoming purpose-built [Cybercab](/models/tesla-cybercab).\n\nRobotaxi: Tesla launched robotaxi service in Austin in July 2025 and operates in two markets as of mid-2026: Austin (unsupervised L4 driverless; small active fleet of ~14, of ~42 vehicles registered with the Texas DMV, late May 2026) and the San Francisco Bay Area (supervised L2 under a CPUC TCP permit; ~1,655 vehicles registered with CPUC but only ~9 active as of late May 2026, down from a ~168 peak in January 2026). The active US unsupervised fleet is ~20 (14 Austin / 3 Dallas / 3 Houston) and has declined since a late-2025 / early-2026 peak; registered counts far exceed the active operating fleet. The vehicles are 2026 Model Y cars running Tesla's [Full Self-Driving / Autonomous Driving System](/brains/tesla-fsd-bot). At its Q4 2025 earnings call (January 2026), Tesla announced plans to expand to seven additional US cities (Dallas, Houston, Phoenix, Miami, Orlando, Tampa, Las Vegas) in H1 2026; Dallas and Houston launched in April 2026, while the other five (Phoenix, Miami, Orlando, Tampa, Las Vegas) slipped to 'preparations underway'. The Austin operation carries a [federally-mandated crash-reporting record](/incidents/tesla-robotaxi-austin-nhtsa-crash-record-2025-2026) (17 NHTSA-reported incidents July 2025 to March 2026, including two teleoperator-caused crashes; zero major crashes and no citations per Austin PD), and NHTSA has separately inquired into videos of erratic driving.\n\nOptimus: Tesla's humanoid robot, with Gen 3 mass production commencing at the Fremont factory on January 21, 2026. Notably, at the January 2026 earnings call [Musk](/people/elon-musk) admitted that as of then zero Optimus robots were doing 'useful work' in Tesla's factories. Units at Fremont and Giga Texas are in a supervised learning and data-collection phase, not yet performing productive autonomous manufacturing work. Tesla committed $20B+ in 2026 capex toward Optimus, plans to convert its Fremont Model S/X lines to Optimus manufacturing (toward a stated 1-million-unit/year capacity by end-2026), and is constructing a dedicated Giga Texas facility, all production-capacity ambitions, with first productive internal deployment projected for late 2026 to 2027.\n\nCybercab: a purpose-built, steering-wheel-free dedicated robotaxi vehicle, with production expected to begin around April 2026, not yet the deployed service vehicle as of early 2026.\n\nTesla's physical-AI program operates under intense regulatory and public scrutiny, and is notable for the gap between its publicly stated targets and demonstrated results.","status":"public","founded":2003,"hq":"Austin, Texas, USA","fundingTotal":null,"type":"both","reviewStatus":"reviewed","sources":[{"url":"https://www.tesla.com/we-robot","label":"Tesla — Optimus","title":"Tesla — Optimus","mediaType":"article","sourceName":"Tesla","publishedAt":"2026-01-01"},{"url":"https://en.wikipedia.org/wiki/Optimus_(robot)","label":"Optimus (robot) — Wikipedia","title":"Optimus (robot) — Wikipedia","mediaType":"article","sourceName":"Wikipedia","publishedAt":"2026-01-01"},{"id":"1d8de986-2997-4108-846b-fa0e891bbaca","url":"https://techcrunch.com/2026/05/21/waymo-halts-freeway-rides-after-robotaxis-struggle-in-construction-zones/","label":"Waymo halts freeway rides after robotaxis struggle in construction zones","title":"Waymo halts freeway rides after robotaxis struggle in construction zones","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-21T22:15:00.000Z"},{"url":"https://www.cbsnews.com/news/tesla-robotaxi-austin-14-crashes-nhtsa/","label":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","title":"Tesla robotaxi Austin launch, expansion plans, NHTSA erratic-driving inquiry","mediaType":"article","sourceName":"CBS News","publishedAt":"2026-02-17"},{"url":"https://techcrunch.com/2026/05/15/tesla-reveals-two-robotaxi-crashes-involving-teleoperators/","label":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","title":"Tesla's two teleoperator-caused robotaxi crashes; 17 NHTSA incidents unredacted","mediaType":"article","sourceName":"TechCrunch","publishedAt":"2026-05-15"},{"url":"https://electrek.co/2026/04/22/tesla-optimus-production-fremont-model-sx-line/","label":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","title":"Musk admits zero Optimus doing useful work; Fremont Model S/X line conversion to Optimus","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-22"},{"url":"https://electrek.co/2026/05/26/tesla-robotaxi-fleet-shrinking-not-growing/","label":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","title":"Tesla robotaxi active fleet shrinking (34 total/20 unsupervised, May 2026); safety bottleneck","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-05-26"},{"url":"https://electrek.co/2026/04/18/tesla-robotaxi-launches-dallas-houston-small-geofences/","label":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","title":"Tesla robotaxi Dallas/Houston launch; fleet ~80 Austin; transparency/redaction record","mediaType":"article","sourceName":"Electrek","publishedAt":"2026-04-18"},{"id":"9f27242c-8a18-4866-8859-e23d7692abd6","url":"https://techcrunch.com/2026/05/28/waymo-dominates-texas-autonomous-vehicle-registrations-as-tesla-trails-behind/","label":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","title":"Waymo dominates autonomous vehicle registrations as Tesla trails behind","mediaType":"article","sourceName":"Transportation & Auto News | TechCrunch","publishedAt":"2026-05-29T00:14:35.000Z"},{"url":"https://www.cpuc.ca.gov/regulatory-services/licensing/transportation-licensing-and-analysis-branch/autonomous-vehicle-programs/autonomous-vehicle-program-permits-issued","title":"CPUC — passenger-transportation / AV program permits. Tesla holds a TCP (charter-party) permit for the CA Bay Area ride-hailing service; ~1,655 vehicles registered per CPUC TCP filings (reported late May 2026).","sourceName":"California Public Utilities Commission (CPUC)"},{"url":"https://www.bloomberg.com/news/articles/2026-05-28/tesla-reveals-its-texas-robotaxi-fleet-is-dwarfed-by-waymo-s","title":"Tesla's Texas robotaxi fleet is 42 vehicles (official TX DMV registration), dwarfed by Waymo's (May 28 2026)","sourceName":"Bloomberg"}],"keyFacts":[{"label":"Company","value":"Tesla Inc. (NASDAQ: TSLA); founded 2003; CEO Elon Musk"},{"label":"Robotics Division","value":"Tesla Optimus humanoid robot program (announced 2021 AI Day); led by Milan Kovac (VP Engineering)"},{"label":"Optimus Claims","value":"Claimed: 5'8\" height, 125 lbs, 2 mph walking speed, 150 lbs lifting capacity, $20K target price. Verifiable: public demos 2022-2024 showing slow walking, basic object manipulation; no independent verification of production readiness"},{"label":"Autonomy Transfer","value":"FSD (Full Self-Driving) neural network and Dojo supercomputer training intended for robotics transfer; Ashok Elluswamy leads software stack"},{"label":"Patents","value":"3 USPTO robotics patents (humanoid design, linear actuator, tendon-driven hand) under Tesla assignee; broader automotive autonomy patent portfolio"},{"label":"Manufacturing","value":"Optimus manufacturing intended for Tesla Gigafactory Austin; 2024 claims of production line for training data collection"},{"label":"VVC Note","value":"Tesla Optimus claims are heavily marketing-inflated vs verifiable capability; timeline promises (2022 production, 2023 useful tasks) have not materialized; honest-absence on production scale"}],"aliases":["Tesla Inc","Tesla Motors"],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-05-25T17:24:17.509Z","updatedAt":"2026-06-05T11:52:55.457Z"}},"version":null,"location":{"id":"615dd675-0877-4ad8-8a92-a98e6bda9f21","name":"Canada","slug":"canada","kind":"country","parentLocationId":null,"region":null,"lat":null,"lng":null,"reviewStatus":"reviewed","aliases":["CA"],"collisionRisk":"high","reviewNote":null,"createdAt":"2026-05-31T05:15:35.286Z","updatedAt":"2026-05-31T05:15:35.286Z"},"operator":{"id":"fea2809b-1e5e-45ba-8b3d-5572f9c55d0e","name":"Walmart","slug":"walmart","description":"US multinational retail corporation. World's largest retailer by revenue. Public company (NYSE: WMT).","status":"active","founded":null,"hq":"Bentonville, AR","fundingTotal":null,"type":"both","reviewStatus":"unreviewed","sources":[{"url":"https://www.walmart.com/","title":"Walmart","date_accessed":"2026-06-07"}],"keyFacts":[],"aliases":[],"collisionRisk":"low","reviewNote":null,"createdAt":"2026-06-08T04:40:39.452Z","updatedAt":"2026-06-08T04:40:39.452Z"},"owner":null,"derived":{"trustTier":"unverified","currentPosture":null},"jsonLd":{"@context":"https://schema.org","@type":"Event","@id":"https://registry.deploy.report/deployments/tesla-semi-walmart-canada","url":"https://registry.deploy.report/deployments/tesla-semi-walmart-canada","name":"Semi at Canada","identifier":"52abd2a8-ea3d-4949-bf57-27d02532920a","startDate":"2022-12-01T00:00:00.000Z","location":{"@type":"Place","@id":"https://registry.deploy.report/locations/canada","name":"Canada"},"organizer":{"@type":"Organization","@id":"https://registry.deploy.report/companies/walmart","name":"Walmart"},"about":{"@type":"Product","@id":"https://registry.deploy.report/models/tesla-semi","name":"Semi"},"publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":"commercial","lifecycle_state":"active","architectural_position":{"cohort":"truck","sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":2,"primary_source_types":["secondary-established-publication"]}}}