The Tesla Semi is almost here, but the facility where the electric automaker is building the Class 8 truck is a mystery, even to employees who work at Gigafactory 1.
Employees at Gigafactory 1 who do not work in the newest Tesla-owned building on the property are just as confused as the rest of us. Tesla workers involved in producing various products in the main Gigafactory 1 building cannot access this facility because the Semi project is so top secret, it has been kept extremely under wraps by the company, even to employees.
“They are super hushed about anything Semi-related,” one person with knowledge of the building said.
Tesla has been very limited on details regarding the manufacturing of the Semi, even keeping its manufacturing location listed as “TBD” in its most recent Shareholder Deck for the Q2 Earnings Call. With production nearing, details are beginning to be revealed.
Tesla purchased the building in Q2 2020, according to a market research report from Kidder Mathews, the commercial real estate firm that sold the automaker and sustainable energy company the property. It is 650,000 square feet in size, according to listings posted when the building was still available.
The address also appears on several import/export logs for Tesla, including a shipment of busbars from Shanghai. Busbars are solid metal bars used to carry current and are frequently used in high-current environments, which makes them suitable for EVs.
The mention of the Semi factory’s potential address, which Kidder Mathews lists as 550 Milan Drive, confirms automotive production is going on in the facility.
There was even more confirmation of the Semi’s manufacturing location Oct. 17 after a VIN decoder for the vehicle was found as submitted to the NHTSA. The VIN only lists the plant of manufacture as N, meaning Reno, NV, where Gigafactory 1 and the mysterious Semi building are located.
Tesla is preparing to deliver the first Semi units to Pepsi on Dec. 1 after several years of delays. In 2020, CEO Elon Musk sent an email to employees listing the Semi as ready for “volume production,” only to push initial deliveries back to Q4 2021. This date was also off the mark as Tesla never got its Semi to Pepsi’s facilities in Modesto or Sacramento, CA, where the first units will ultimately take off from by the end of 2022.
It seems now Tesla is undoubtedly getting close to Semi production. While details regarding the initial builds are still coming out, the Semi factory where Tesla is manufacturing the vehicle itself still remains elusive.
